The words behind a route
Every term we use in the field, explained the way an operator would explain it. No definition here needs a second definition to make sense.
60 terms
A
B
C
Callback
11 articlesA callback is a return visit because the first one did not solve the problem.
Cancellation
4 articlesA cancellation is an appointment called off before the technician arrives, usually with little notice.
Capacity
10 articlesCapacity is how much work an operation can actually complete in a given period, measured in hours rather than in jobs.
Commercial account
4 articlesA commercial account is a business customer — a restaurant, warehouse, school or care home — rather than a household.
Constraint
19 articlesA constraint is any rule a route has to respect: a licence requirement, an access window, a territory boundary, a working-hours limit, a customer who refuses a particular technician.
Cross-territory routing
12 articlesCross-territory routing is sending a technician into somebody else’s area to cover a job.
Customer preference
9 articlesA customer preference is something a customer would like about how they are served — a time of day, a technician, a notice period.
D
Days out
10 articlesDays out is how far ahead a part of the schedule is allowed to be filled or changed.
Depot
28 articlesThe depot is where a route starts and ends — an office, a yard, or the technician’s own home.
Drive time
28 articlesDrive time is the part of a technician’s paid day spent between jobs rather than at them.
E
F
Field readiness
6 articlesField readiness is whether everything needed for a visit is in place before the technician arrives: the right product, the access arranged, the history read, the paperwork ready.
Finish variance
10 articlesFinish variance is the gap between when a route was planned to end and when it actually ended.
First-call resolution
9 articlesFirst-call resolution is the share of visits that fully solve the customer’s problem without a return trip.
Flex capacity
10 articlesFlex capacity is the part of the day deliberately left empty so that the unexpected has somewhere to go.
G
J
N
O
Optimization
28 articlesOptimization is the step that decides the order and assignment of stops once the rules are set.
Optimization goal
An optimization goal is what a route is being optimised for — fewest miles, shortest total time, evenly balanced days, or the highest number of promises kept.
Overtime risk
10 articlesOvertime risk is the chance that a planned day cannot be finished inside normal hours.
P
Planner rule
19 articlesA planner rule is a setting that tells the planner how this business works — how long a visit takes, how far a technician may be sent, what counts as a full day, which work may share a route.
Preferred time
9 articlesA preferred time is a customer’s stated wish about when a visit should happen, recorded as a preference rather than a commitment.
Productive minutes
10 articlesProductive minutes are the part of a paid day a technician spends actually treating a property, as opposed to driving, waiting, reloading or writing things up.
R
Reason code
19 articlesA reason code is the short, chosen label attached to an exception — why this appointment got an exact time, why that stop moved after the lock, why a technician crossed a territory.
Recurring lane
12 articlesA recurring lane is a repeating slot in the week that a group of accounts belongs to — for example, the north zone, every first Tuesday, served by the same technician.
Revenue per service hour
11 articlesRevenue per service hour is what an hour of a technician’s paid time actually earns, counting the driving as well as the work.
Route audit
8 articlesA route audit is a structured look at how routes are actually running against how they were meant to run.
Route book
15 articlesA route book is the standing plan of which recurring accounts belong to which technician on which day.
Route debt
28 articlesRoute debt is the accumulated cost of exceptions that were never cleaned up — the account left on the wrong day, the promise nobody revisited, the territory that quietly stopped matching the work.
Route density
28 articlesRoute density is how close together a technician’s stops are on a given day.
Route health
8 articlesRoute health is a running read on whether routes are getting better or quietly getting worse — density, finish times, exception counts, how much the plan changed after it was set.
Route lock
10 articlesA route lock is the moment a planned day stops being negotiable.
Route ownership
12 articlesRoute ownership means one named technician is responsible for a set of accounts over time, rather than whoever happens to be free.
Route quality
28 articlesRoute quality is whether a planned day can actually be driven as planned.
Route sequence
28 articlesRoute sequence is the order in which a technician visits the stops assigned to them.
Route stability
28 articlesRoute stability is how little a route changes from one cycle to the next.
S
Same-day request
4 articlesA same-day request is work a customer wants today, usually because they have seen something they cannot ignore.
Scenario
A scenario is a planned change worked out in full before anyone acts on it — moving a service day, splitting a territory, adding a technician.
Seasonality
10 articlesSeasonality is the predictable swing in demand across the year — mosquito work in summer, rodent work as it cools, ants after rain.
Service frequency
6 articlesService frequency is how often a recurring account is visited — monthly, every other month, quarterly.
Service type
4 articlesA service type is the kind of work an appointment represents — a general quarterly treatment, a termite inspection, a rodent setup, a mosquito application.
Service window
9 articlesA service window is the period during which a property can actually be serviced — the hours a restaurant is closed, a warehouse is staffed, or a school is empty.
Simulation
10 articlesA simulation runs a planned situation forward to see how it behaves — what happens to finish times if 200 accounts are added, or if one technician is out for a month.
Skill tag
9 articlesA skill tag marks what a technician is qualified to do, and what a job requires.
Specialist routing
9 articlesSpecialist routing is how work that only some technicians can perform — termite, wildlife, fumigation, commercial accounts with specific requirements — gets scheduled.
Stops per route
28 articlesStops per route is the number of jobs one technician completes in one day on one route.
Subscription
11 articlesA subscription is the ongoing agreement that generates a customer’s recurring visits — what is covered, how often, at what price, under what terms.
T
Technician license
9 articlesA technician license is the legal permission to apply particular treatments, usually issued per state or region and tied to specific categories of work.
Territory
12 articlesA territory is the area one technician is responsible for.
Time on site
10 articlesTime on site is how long a technician actually spends at a property, from arrival to leaving.
Time window
9 articlesA time window is the span inside which a technician has promised to arrive — between nine and eleven, or sometime in the afternoon.
U
W
Work calendar
10 articlesA work calendar records when each technician is actually available — working days, hours, holidays, training, planned absence.
Workload balancing
10 articlesWorkload balancing is spreading committed work evenly across technicians and days, so no one finishes at four while someone else finishes at seven.
Write-back
15 articlesA write-back is the moment an adopted plan is pushed into the system the business actually runs on, so technicians and customers see the new arrangement.
Z
A definition is the short version. The decisions live in the articles, and every term here links to the ones it belongs to.