1. How Daily Works
Daily is a feature in Beeline that allows you to rearrange and optimize jobs on your calendar. It is particularly useful for managing your crew’s schedule and making sure each job is completed efficiently.
When you first access Daily, it pulls in the jobs from all of your crew members and displays them on your calendar. These jobs are listed exactly as they appear in your CRM (Customer Relationship Management system), including the order and times, but they haven’t been optimized yet. The real power of Daily comes when you run the optimization.
2. Select the Crew Members and Date
To get started with optimization, follow these steps:
Select Crew Members
Choose which crew members you want to assign jobs to. You can select one or more crew members from your team.Choose the Date
Select the calendar date for which you want to run the optimization.
3. Set the Number of Routes
Beeline allows you to create a specific number of routes for your crew members. Typically, the number of routes will match the number of crew members you’ve selected. However, you can adjust this based on your needs. For example:
If a crew member is sick or unavailable, you can choose fewer routes.
If your business creates all jobs for an office person and distributes them daily to the crew, you can adjust the number of routes accordingly.
4. Configure Job Flexibility and Arrival Windows
Before running the optimization, there are a few options you can configure to fine-tune how Beeline handles job assignments:
Allow Job Transfers Between Crew Members
If you enable this option, jobs can be moved between crew members to optimize the schedule further.Ignore Target Arrival Windows
Each job in your CRM may have a target arrival time and an arrival window. By checking the box to ignore target arrival windows, Beeline can focus solely on optimizing the route, even if the arrival time isn’t exact. However, if it’s crucial to stick to the target window, you should leave this box unchecked.
5. Run the Optimization
Once you've set your preferences, click on “Beeline My Day”. This will trigger the optimization process:
Beeline will synchronize with your CRM to pull in the latest jobs.
The system will assign jobs to crew members based on their starting and ending locations, ensuring the most efficient routing.
Jobs will be ordered based on the shortest additional drive time.
6. Adjust the Routes Manually
Even after the optimization, you still have full control over the schedule:
Rearrange Jobs
You can manually drag and drop jobs to reorder them. For example, if you want to move a specific job to the beginning of the route, simply drag it to the first position.Re-optimize After Manual Changes
After rearranging jobs manually, you can click on "Re-optimize" to adjust the rest of the route. This will keep the job you moved in the first position while re-optimizing the rest of the day’s schedule.
7. Managing Manual Changes
If you manually rearrange any jobs, Beeline will indicate that there are changes with a warning icon (exclamation point). This means Beeline no longer knows the exact arrival times for the manually adjusted jobs.
To resolve this, click on the warning icon, and Beeline will recalculate the drive times based on the new order without affecting the rest of the optimization.
8. Confirm the Routes
Once you’re happy with the optimized routes:
Click "Confirm Route"
This is the final step before the routes are updated in your CRM. Until you confirm, all changes are saved within Beeline, and nothing will be updated in your CRM.Notify Customers (Optional)
You can choose whether to notify your customers about updated arrival times based on the new optimized schedule.Update Your CRM
Clicking "Confirm" will push the optimized schedule back to your CRM, ensuring everything is in sync and your crew members have their updated routes.
Conclusion
The Daily feature in Beeline provides an efficient way to optimize and manage your crew’s jobs, saving you time and ensuring that your team stays on track. Whether you're adjusting to unexpected changes or simply looking to improve route efficiency, Daily offers powerful tools for seamless job management.