Automated Workiz Crew Route Optimization
Every morning, WebRun opens Workiz, pulls every job scheduled for the day with its address and appointment window, orders the stops into an efficient route per technician, logs the route order to a Google Sheet, and posts the digest to Slack before your crews leave the shop.
How do I optimize my duct cleaning crew's daily route every morning?
Every morning, WebRun opens Workiz, pulls every job scheduled for the day with its address and appointment window, and orders each technician's stops to minimize drive time around any fixed windows. It logs the route to a Google Sheet and posts each crew's digest to Slack, so technicians leave the shop with an efficient plan already built.
- Crews leave with an ordered stop list instead of figuring out the route on the fly
- Drive time drops because stops are ordered around fixed appointment windows
- Dispatchers spot an overloaded technician before the day starts, not halfway through it
Built for air duct cleaning companies · field service dispatchers · multi crew HVAC operators · residential service fleets
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.workiz.comin a real browser with your saved login - no setup, no API keys. -
1
Workiz - pull today's scheduled jobs
workiz.com
WebRun opens Workiz to pull today's scheduled jobs. - Open Workiz and pull every job scheduled for today with its address, appointment window, and assigned technician
- Group jobs by technician
- Note any job with a fixed early or late appointment window
Done when Every job scheduled for today is listed with its address and assigned technician.
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2
Google Sheets - log the optimized route order
google.com
WebRun opens Google Sheets to log the optimized route order. - Open today's route sheet and order each technician's stops by location and appointment window to minimize drive time
- Anchor the route order around fixed early or late jobs
- Log the final stop order with estimated drive times between jobs
Done when Today's route sheet reflects an ordered stop list for every technician.
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3
Slack - post the route digest to the crew
slack.com
WebRun opens Slack to post the route digest to the crew. - Post each technician's route digest to their crew channel
- List stops in order with address, appointment window, and estimated arrival time
- Flag any technician with an unusually heavy or light load for the day
Done when Every technician has today's ordered route digest in Slack before leaving the shop.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does this change any customer facing appointment times?
No. It only reorders the sequence of stops within the appointment windows already booked in Workiz. No customer is contacted or rescheduled as part of this digest.
How does it handle a job with a fixed early or late window?
It anchors the route around any fixed appointment first, then fits the remaining stops around it to minimize drive time for the rest of the day.
Can it flag if one technician has too much on their plate?
Yes. It flags an unusually heavy or light stop count in the Slack digest, so you can rebalance the day across your crews before anyone leaves the shop.
Related templates
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