Route Optimization

Route optimization helps you plan the most efficient order of stops for each team member’s day. BlueSuite factors in the team member’s starting location, drive time between appointments, and your business hours to build a schedule that saves time on the road.

How It Works

Route optimization is available from the Map view in your calendar. It works one team member at a time so you can review each person’s route before applying it.

Go to the Schedule tab

Switch to the Map view using the toggle at the top of the calendar

Click the Optimize Route button in the top-right corner

Select a team member from the dropdown. The dropdown shows each person’s number of flexible stops for the day.

BlueSuite calculates the optimized stop order and shows a suggestion panel with:

• The suggested order of stops
• Estimated distance and time savings compared to the original order

Click Apply Changes to update the schedule, or Dismiss to keep the current order.

What Gets Optimized

Only flexible events (those marked as flexible) are reordered. Events with a fixed start time stay where they are. Flexible stops are arranged around fixed appointments to build the shortest route.

A team member needs at least two flexible events on the selected day for route optimization to be available.

Starting Location

Each route starts from a team member’s configured starting location. There are three options:

• Business address — uses your workspace’s company address. This is the default.
• Profile address — uses the address on the team member’s personal profile.
• Custom address — the team member sets a specific day start location in their profile settings.

Team members can change their starting location from Settings > Profile under the Day Start Location section.

Workspace admins can disable custom start locations if they want everyone to route from the business address. See the Workspace Routing Settings section below.

Drive Time Between Stops

BlueSuite calculates the estimated drive time between each consecutive stop in the route. When applying the optimized route, this drive time can be added as spacing between appointments so your schedule reflects realistic travel gaps.

Drive time is also used to calculate when the first appointment starts if your workspace is configured to account for travel from the starting location. See Workspace Routing Settings below for details.

Business Hours

Optimized appointments are scheduled to fall within your workspace’s business hours for the day. If a team member has custom working hours set on their profile, those take priority over the workspace hours.

If the selected day falls outside of configured business hours (for example, a weekend that is not enabled), BlueSuite falls back to the earliest flexible event’s original start time.

Workspace Routing Settings

Workspace owners and admins can configure route optimization behavior from Settings > Jobs & Operations > Routing. There are three settings:

Allow Team Start Address

When enabled, team members can set their own day start address in their profile. When disabled, everyone’s route starts from the workspace business address.

First Appointment Start Time

Controls when the first stop of the day is scheduled:

• Start at business opening time — the first appointment begins at the business opening time for that day.
• Start after drive time from start location — the team member departs at opening time and the first appointment is scheduled after the estimated drive from their starting location.

Spacing Between Appointments

Controls the gap between consecutive flexible stops:

• No spacing — appointments are scheduled back-to-back with no gap.
• Drive time — estimated drive time between each stop is added as a gap between appointments.

Tips

• Make sure events have a property address with coordinates for accurate optimization. Events without coordinates cannot be included.
• You optimize one team member at a time. After applying one person’s route, select the next team member and run it again.
• After a route is optimized, the dropdown will show an “Optimized” badge next to that team member. If events are changed after optimization, you can re-optimize.
• You can always review before applying. Click Dismiss to keep your current schedule if the suggestion does not look right.
• Route optimization is available on the Essential and Advanced plans.