PlanSmart (AI Routeplanner)

Activate PlanSmart, complete the setup wizard, and optimize routes in OutSmart.

PlanSmart is the AI-powered route optimization feature in OutSmart.

Use it to build better routes for your field teams.

PlanSmart helps you save time, fuel, and planning effort.

It calculates the most efficient work order sequence.

It uses travel time, distance, and employee availability.

PlanSmart is available as the Planning AI Power-Up.

What you do with PlanSmart

• activate the Power-Up
• configure employees, schedules, and route settings
• optimize routes from the planboard
• review, approve, and monitor the result

In this guide

• Introduction to PlanSmart
• Activate PlanSmart through the License Manager
• Set up PlanSmart with the setup wizard
• Configure employees for PlanSmart
• Set working hours and availability
• Set up planning groups
• Configure route settings
• Set job load and worker load
• Start route optimization from the planboard
• Review and approve route results
• Visualize routes on the planboard
• Troubleshoot route optimization
• Automatic route optimization after completion
• Configure dayparts for PlanSmart

Recommended order

1. Start with Introduction to PlanSmart.
2. Then activate PlanSmart.
3. Next complete the setup wizard.
4. Then run route optimization from the planboard.
5. Finish by reviewing the results.

Related topics

• Power-Ups
• OutSmart packages
• OutSmart Marketplace