MAG OptiAI

SchedAI Quickstart

Service Scheduling visual quickstart

Publish reusable service operations, prepare dated visits, estimate missing travel from coordinates, then validate and save before optimizing.

Open workspaceInput specUse case

Visual walkthrough

Follow the workflow step by step, using the screenshots where available and the concise action notes throughout.

Before you start

Download the profile-specific guided Excel workbook from Step 2. Customer Locations and Dated Visits are required; Travel Times supplies optional overrides.
Supply customer and depot coordinates when estimating missing travel. Choose average speed, preview and apply; supplied values and manual overrides are preserved.
Decide whether you are validating with a sample or a live weekly service scenario.

Step 1

Open the workspace

Set up and publish the Service Profile with reusable technicians, skills, depots, normal availability and duty rules.

SchedAI Service workspace overview showing the service scheduling flow.
The service workspace centers the scenario, configuration, run, and results flow in one guided layout.

Step 2

Prepare visits and estimate travel

Enter dated customer visits or upload one Excel workbook. Leave Travel Times empty for coordinate estimates, or supply overrides. Configure average speed, preview and apply estimates, then Analyze and validate all planning inputs and save a ready version.

SchedAI Service scenario setup with service bundle inputs and sample options.
Users stage technicians, locations, visits, and travel matrices before moving into configuration.

Step 3

Check scheduling policy

Review service policy and runtime settings before the optimization request is submitted.

SchedAI Service configuration step with runtime and service policy controls.
The configuration step keeps routing and scheduling policy visible before the optimization request is launched.

Step 4

Run optimization

Launch the optimization once the service scenario and configuration both clear validation.

SchedAI Service run step with readiness summary and optimization action.
The run step validates the staged routing bundle and service policy before optimization.

Step 5

Review technician outputs

Inspect the KPI summary, technician timeline, and route map to confirm coverage and travel behavior.

SchedAI Service results with KPIs, technician timeline, and route map.
Results combine KPI review with technician schedule timelines and mapped route outputs.

Expected outputs

Coverage, fairness, and runtime KPI summary
Technician timeline output
Route map and route assignment details

Common mistakes

Leaving missing travel values unresolved instead of supplying overrides or applying coordinate estimates
Using unmatched customer, skill or technician references in the guided workbook
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.

Open workspace

Move straight into the live Pro Console workspace.

Open workspace

Product page

Review the product overview and launch positioning.

Product page

Input spec

Confirm the required data shape before upload.

Input spec

Use case

See where this workflow fits operationally.

Use case

Pricing

Check plan and rollout options.

Pricing

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.

Back to QuickstartsBack to Resources