Step 1
Open the workspace
Start in the Service Scheduling workspace and review the step shell before staging files.
SchedAI Quickstart
Service Scheduling visual quickstart
Load the routing bundle, configure service policy, run optimization, and review technician schedules, coverage, and route outputs.
Visual walkthrough
Follow the workflow step by step, using the screenshots where available and the concise action notes throughout.
Before you start
Make sure location ids and depot references line up across files.
Decide whether you are validating with a sample or a live weekly service scenario.
Step 2
Stage service inputs
Load the required service CSV bundle or a starter sample so the routing scenario can be validated.
Step 3
Check scheduling policy
Review service policy and runtime settings before the optimization request is submitted.
Step 4
Run optimization
Launch the optimization once the service scenario and configuration both clear validation.
Step 5
Review technician outputs
Inspect the KPI summary, technician timeline, and route map to confirm coverage and travel behavior.
Expected outputs
Coverage, fairness, and runtime KPI summary
Technician timeline output
Route map and route assignment details
Common mistakes
Uploading an incomplete travel matrix
Leaving visit or depot references unmatched across files
Treating a stale result as current after changing service inputs
Next steps
Move from walkthrough to the right working page
Open the live workspace when you are ready to execute, or use the related product, use case, and spec pages when you need more context first.
Navigate
Keep this quickstart connected to the resource library
Return to the quickstart index for another product walkthrough, or go back to the resource hub for use cases, input specs, and how-to guides.