How to auto-assign jobs?
With Hellotracks you are able to auto-distribute unassigned jobs to all team members, or to the team members of a preferred team.
Step 1: Once you've created or imported Jobs and you have unassigned jobs, go to the main menu and click on 'Dispatch'. Pick the 'Unassigned' and click on 'Auto-Assign'.
Step 2: From the 'Auto-Assign' window simply choose what's your priority for grouping or clustering the jobs:
- Distance: route optimization based on less travel distance possible.
- Zones and Zipcodes: if you have previously created zones, the zones will be considered as the first criteria when auto-assigning (clustering). This will allow you to limit jobs to one specific area.
Step 3: You can also enter the drop-off and pick-up capacity per member/vehicle. Selecting this means that unassigned jobs contain drop-off and pick-up values. Hellotracks will consider this value when distributing the jobs among the members available.
Step 4: Then indicate if there are jobs you want to leave out from the auto-assign or members you want to leave out. See below:
Scroll down to see a preview of the jobs
Step 5: Click 'Apply Auto-Assing' and see the magic happen!
Note* Remember the Auto-assign will take into account your team member availability, start/endpoints, and job time to calculate time and distance. How to create and assign team members to teams?