Accelerate Service Arrival Times by Excluding Home Base Travel in Enhanced Scheduling and Optimization

Improve response speed and make sure the mobile worker with the shortest travel time to the site is dispatched, regardless of their home base location at the start or end of their shift. You can now exclude travel to home, travel from home, or both from the Minimize Travel service objective’s calculations when you’re using Enhanced Scheduling and Optimization. This capability is critical for high-urgency industries like Roadside Assistance and Ambulatory Services, where quick arrival to a site outweighs the additional travel time for a worker to return home. Previously, the engine calculated the total travel increase for the entire day—including the return trip home—which often penalized the closest mobile worker if their home base was far from the site. By excluding home travel, the engine focuses only on the travel between service appointments, ensuring the closest mobile worker is dispatched.

Where: This feature is available in Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions with the Field Service managed package installed.

How: In Setup, go to Field Service Settings and verify that Field Service Enhanced Scheduling and Optimization is enabled. In the Field Service admin app, create and manage service objectives from the Service Objectives tab. Then, add service objectives to a scheduling policy from the Customize Scheduling Policies page in Guided Setup or the Scheduling Policy Objectives related list on a policy. Add the Exclude Travel To Home Base and Exclude Travel From Home Base options to your Minimize Travel service objective page layout.