How to set up vWork Optimization

vWork Optimization is an optional feature. If you want to find out more, or add this to your vWork account, please email support@vWorkapp.com

How to set up your Optimization.

1. Give yourself and your Users permissions to use optimization, as shown in the User Permissions settings below:


Edit_User__Joe_Bloggs____vWork_-_Mobile_Workforce_Platform.png

 

2. You can set your default Start and End locations in Settings> General  as shown below:

Settings___vWork.png

Note: You must set a Start Location for an Optimization to work. You can set it in the: 

  • General settings page as shown above, or,
  • set start locations for each mobile worker or,
  • where you have Groups enabled in your vWork account, you can set the start location for each Group. 

3. You can add advanced optimization settings to your workers / users.

4. You can also set time windows in your jobs. For example you may have jobs that can only be delivered on a Sunday afternoon. You can set this in the job.

  • Optionally set your jobs capacity and/or start time window as shown below:

5. Make sure your jobs to be optimized have geo coded step locations.

  • The best way to do this is to add Lat and Long co-ordinates to the jobs in bulk with an online tool like this.
  • Then you can import the jobs in bulk via a CSV file, or alternatively send them through via our API.

 

Now you are ready to use Optimization:

Please see this help article for how to use optimization

 

 



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