SERVICE ROUTING & MAPPING

See every stop. Plan the route. Keep service moving.

Give your dispatch team a clearer view of where field staff need to go. Organize customer service stops, build routes, review maps, and guide technicians to the next visit—with the related work in H2O Pro Suite.
Explore a Sample Service Route
Made for water-treatment service teams managing multiple customers and field visits.

From addresses to field routes

Connect customer locations and scheduled service visits to route stops your team can organize.

A clearer view of the day

See the assigned team, next stop, visit order, and current route progress together.
AN EXAMPLE DAY IN THE FIELD

One route. Four service stops.

This fictional route illustrates the stop-by-stop workflow. It is not a live map, a customer route, or an estimate of actual driving time.

1 · Filter service visit

Planned · Start with the scheduled service call and customer equipment details.

2 · Water test follow-up

Next stop · Open the customer record and previous water measurements.

3 · Softener inspection

Upcoming · Review the installed system and the work order before arrival.

4 · Maintenance appointment

Final visit · Record the service outcome and complete the assigned stop.

Know what comes next

Stop status updates can progress through on the way, arriving, arrived, work started, paused, and completed. Route status and stop progress stay connected.
MAPS, STOPS & ROUTE PLANNING

Make the route work for your team.

Create and reorder route stops, check customer addresses, and use a configured mapping provider for route calculation. Where supported, route intelligence can consider appointment windows, travel estimates, and current traffic.

Map customer stops

See service locations and addresses together with the route and stop details available to dispatch.

Plan the visit order

Reorder eligible stops as priorities change, or run route optimization when a routing provider is configured.

Travel and arrival estimates

Calculate a route and see available drive-time, distance and arrival estimates for the planned stops.

Traffic-aware adjustments

Refresh traffic and revisit remaining stop order or timing where the connected provider supports it.
FROM THE OFFICE TO THE NEXT STOP

Navigation and job details travel with the team.

Field staff see their assigned route and stops in the Staff Portal. They can navigate to a customer, review the linked service work, and record progress without switching to a separate paper route sheet.

The assigned route

Staff see the route and work assigned to them, not every other employee’s route.

Directions to the next stop

Use the configured mapping and navigation options to guide the technician to the customer.

Continue the service visit

Open the related service call, customer profile, or installed water system to finish the work.
CONTROL, PRIVACY & FIELD VISIBILITY

Stay informed without losing control of location sharing.

Route and stop progress help the office respond to changes. Optional location updates, customer tracking links, ETA display and traffic guidance depend on dealership settings, permissions and the connected mapping provider.

Arrival and work progress

Track when a technician is on the way, arrives, starts work, pauses or completes an eligible stop.

Customer-facing updates

Where enabled, give customers appropriate visit-status or ETA information without exposing more location detail than configured.

Location sharing is configurable

Choose when tracking is allowed, what customers may see, and how long location information is retained.
TAKE THE NEXT STEP

More organized routes. Better prepared service teams.

Connect customer locations, scheduled service, field navigation, and work history in one business platform. See how Service Routing & Mapping works alongside scheduling and installed equipment records.
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