Introduction to PlanSmart
Understand what PlanSmart does and how it improves route planning in OutSmart.
PlanSmart is the AI route optimization feature in OutSmart.
It helps you plan field work more efficiently.
PlanSmart calculates the best route order for work orders.
It uses travel time, distance, and employee availability.
What you do with PlanSmart
optimize daily routes automatically
reduce travel time and fuel use
balance work more effectively across employees
What you need first
Before you start, make sure you have:
an active Planning AI Power-Up
employees with a valid start location
working hours and availability set up
work orders with usable address data
How PlanSmart works
The basic flow is simple:
Activate PlanSmart.
Complete the setup wizard.
Select work orders on the planboard.
Start route optimization.
Review and approve the result.
Important to know
PlanSmart works best with complete address data.
Missing coordinates can block or weaken results.
Employee schedules directly affect route feasibility.
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