---
schema_version: "1"
id: 842baa6524ca326df3197ba0a3e1660d7c7d3b87a0bd2eb1d1333fd9e1802518
title: Group Nearby Field Service Appointments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_group_appointments.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_group_appointments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f30fbc1f3e22abd3805f29b0f67f195d06621c6962b6fb18cc33f396e960bc5c
description: One way to minimize travel time or gaps between appointments in Field Service is to use the Group Nearby Appointments action on a service appointment. This feature unschedules appointments scheduled for later that day and replaces them with appointments that are close in location to the source appointment. The Group Nearby Appointments feature isn’t available when using Enhanced Scheduling and Optimization.
products:
  - Field Service
release: "264"
---
# Group Nearby Field Service Appointments

One way to minimize travel time or gaps between appointments in Field Service is to use the Group Nearby Appointments action on a service appointment. This feature unschedules appointments scheduled for later that day and replaces them with appointments that are close in location to the source appointment. The Group Nearby Appointments feature isn’t available when using Enhanced Scheduling and Optimization.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

![Package icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _This is a Field Service managed package feature._

Enhanced Scheduling and Optimization uses newer and more powerful features, including, [Resource Schedule Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_resource_optimization_user.htm&type=5&language=en_US), [In-Day Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_in_day_optimization.htm&type=5&language=en_US), and [Appointment Bundler](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling.htm&type=5&language=en_US).

## Customize Appointment Grouping Settings

1. From the App Launcher, find and open the **Field Service Admin** app, and then click the **Field Service Settings** tab. Then, click **Scheduling** | **Dynamic Gantt**.
2. Under **Group Nearby Appointments**, configure the following settings.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d142341e127">Setting</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d142341e130">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e127 ">Service Appointment candidate Boolean field</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e130 ">Select any standard or custom checkbox field, including formula fields. This field
              must be selected (set to True) for an appointment to be a candidate in appointment
              grouping.</td>

          </tr>
          <tr class="">
            <td data-label="Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e127 ">Work Order candidate Boolean field</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e130 ">Select any standard or custom checkbox field, including formula fields. If a service
              appointment’s parent record is a work order, this field must be selected (set to True) for
              the appointment to be a candidate in appointment grouping.</td>

          </tr>
          <tr class="">
            <td data-label="Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e127 ">Work Order Line Item candidate Boolean field</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e130 ">Select any standard or custom checkbox field, including formula fields. If a service
              appointment’s parent record is a work order line item, this field must be selected (set to
              True) for the appointment to be a candidate in appointment grouping.</td>

          </tr>
          <tr class="">
            <td data-label="Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e127 ">Max appointments to schedule</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e130 ">When searching for nearby appointments, the scheduling engine ends its search after
              finding this many candidate appointments. The maximum is 50 appointments.</td>

          </tr>
          <tr class="">
            <td data-label="Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e127 ">Max runtime (seconds)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e130 ">The scheduling engine spends this many seconds searching for nearby service
              appointments. The maximum is 60 seconds. The search ends after either the max runtime or max
              appointments to schedule is reached.</td>

          </tr>
          <tr class="">
            <td data-label="Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e127 ">When attempting to schedule the unscheduled service after the nearby services</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e130 ">
              <ul>
                <li><strong class="uicontrol">Schedule to original resource only</strong>: Assign rescheduled
                  appointments only to the original assigned resource.</li>

                <li><strong class="uicontrol">Schedule to all resources</strong>: Consider all qualified service
                  resources when rescheduling appointments.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e127 ">When unable to arrange schedule</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e130 ">
              <ul>
                <li><samp class="parmname">Leave on Gantt and set In-jeopardy</samp>: If an appointment can’t be
                  rescheduled without breaking work rules, leave the appointment in its original time slot
                  with an In Jeopardy flag.</li>

                <li><samp class="parmname">Unschedule the appointment(s)</samp>: If an appointment can’t be
                  rescheduled without breaking work rules, unschedule the appointment and remove it from the
                  Gantt.</li>

                <li><samp class="parmname">Reshuffle other assignments</samp>: If an appointment can’t be
                  rescheduled without breaking work rules, use the Reshuffle action. This action reschedules
                  appointments to favor high-priority appointments. To learn more, see <a href="https://help.salesforce.com/s/articleView?id=service.pfs_rescheduling.htm&amp;release=264.0.0&amp;type=5" title="Reschedule service appointments manually or let Field Service do it for you. Review the use cases to gain a better understanding of how the tools differ and which tool best suits your needs.">Reschedule Service Appointments in Field Service</a>.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e127 ">Radius for nearby appointments</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d142341e130 ">The radius around the originating service appointment, which determines the number of
              appointments affected by Group Nearby Appointments. The distance unit—kilometers or
              miles—is set on the Routing tab in the Scheduling section of Field Service
              Settings.</td>

          </tr>
        </tbody>
      </table>

After customizing your appointment grouping settings, right-click an appointment on the Gantt and select **Group Nearby**.

## Considerations

- In order to run Group Nearby Appointments successfully, service appointments must have the same address as their parent work order.
- Group Nearby Appointments uses the parent work orders' latitude and longitude values.
- In Group Nearby Appointments, only unscheduled service appointments can be candidates.
- Group Nearby Appointments only schedules appointments within the given day, which is the first day on the Gantt.
- By default, the Is Fill In Candidate field on service appointments, work orders, and work order line items is selected. This means that all service appointments are considered as candidates when grouping appointments.
- When a service appointment is scheduled by Group Nearby Appointments, the appointment’s Schedule Mode is set to **Automatic**.

#### See Also

- [Optimize Your Field Service Schedule](https://help.salesforce.com/s/articleView?id=service.pfs_optimization.htm&release=264.0.0&type=5 "Use schedule optimization to create an optimal schedule and help comply with service-level agreements while minimizing travel time, overtime, costs, and no-shows.")
- [Reschedule Service Appointments in Field Service](https://help.salesforce.com/s/articleView?id=service.pfs_rescheduling.htm&release=264.0.0&type=5 "Reschedule service appointments manually or let Field Service do it for you. Review the use cases to gain a better understanding of how the tools differ and which tool best suits your needs.")
- [Set Up Field Service Appointment Bundling](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling.htm&type=5&language=en_US)
- [Manage Service Appointment Bundling in the Field Service Classic Dispatch Console](https://help.salesforce.com/s/articleView?id=service.pfs_bundling_parent.htm&type=5&language=en_US)
- [Optimize Today’s Field Service Schedule](https://help.salesforce.com/s/articleView?id=service.pfs_in_day_optimization.htm&type=5&language=en_US)
- [Optimize a Single Field Service Resource’s Schedule](https://help.salesforce.com/s/articleView?id=service.pfs_resource_optimization_user.htm&type=5&language=en_US)