Optimize a route
Updated August 9, 2026 · 2 walkthroughs
Optimizing re-sequences a day to cut drive time. The two things it will not do on its own are the reason it is safe to press: it never moves a time you promised a customer, and it never texts anybody.
Optimize the whole day
0:15On a computer
- Rhumbit asks before it moves a promised time
- Eight appointments have a time the customer was promised — Rhumbit asks what to do with them
- Promised times stay; everything else re-orders
- The day is re-sequenced, and Rhumbit offers to text all ten customers their new ETA
- Choose who hears about it
- Marcus is unticked — the send button now reads nine customers
- Nobody gets texted unless you say so
- Back to the day board — the promised times are untouched and nobody was texted
Recorded August 2026
Promised times are held
Any appointment with a time the customer was given is treated as fixed. Rhumbit tells you how many there are and asks what to do with them before it moves anything; leave them pinned and it re-orders everything around them.
Nobody gets texted unless you say so
Once a day is re-sequenced, Rhumbit offers to send the affected customers their new ETA. It is an offer, not an action — the list is tick-boxes, you can untick anyone, and closing the dialog sends nothing at all.
Optimizing one technician's lane
Optimize one technician's lane
0:15On a computer
- The week, day by day
- The Plan board: Monday to Sunday, today's column open
- Same jobs, seen as routes
- The timeline: one row per technician, a whole week across
- One day, one lane per tech
- One day across the width: every stop, every lane, and an Optimize button per tech
- Rhumbit re-orders one tech's route
- Tara's day re-sequenced — Curtis Alderman moves up the running order
Recorded August 2026
Same behaviour, scoped to a single person. Useful mid-morning when one route has fallen apart and the rest of the team is fine.
More in Planning the day
Still have questions?