Using the Geoservices API
Skedulo utilizes different map service providers to provide map-based information about geographical locations, including the estimated travel time, distance between locations, and location details. These help in route planning and scheduling efficiencies. Skedulo’s Geoservices API provides a standard way for clients to communicate with these different map service providers.
The Geoservices API includes the following endpoints:
||For a list of addresses provided, it returns a list of geocoded LatLng, or errors. Learn more.|
||For a given Place ID, it returns detailed information for that place. Learn more.|
||For a given input string, it returns a list of address suggestions, or errors. Learn more.|
||Given a location and timestamp, it returns the timezone and any DST offset. Learn more.|
||GraphHopper (default) or Google||Estimates the travel time and distance between two locations, optionally including waypoints and features to avoid between the two. Learn more.|
||GraphHopper (default) or Google||Calculates the travel distance and time for all combinations of origin and destination locations provided. Learn more.|
geoservices/distanceMatrixendpoints may give slightly different results for the same set of inputs based on the map service used. Contact your customer support representitive to change the map vendor preference. Please note that to use Google, you need to supply your own Google API key. For rest of the APIs, Google is the service provider, which cannot be changed.
Locations in Skedulo
Each default contact and account record has an
address field. Skedulo uses geolocation and tracking with the Address as well as the Job Address or concept of stored addresses with locations to increase accuracy.
An account can have multiple addresses that represent branches or outlets without the need to create duplicate account records. A location is a Skedulo-specific address for an account. Utilizing locations accelerates the process of creating work items within Skedulo, because you don’t have to enter the customer’s address. As the addresses are pre-existing data records held within Skedulo, you can easily pre-populate them on work items with more accuracy with some advanced configurations. These configurations include modifying the Job Type template and/or by automating the job creation process via a script. These configurations can easily allow you to pre-populate the address field on job (or not pre-populate for that matter) for a specific job type as per your requirement.
For more information, see Create and update work.
Account and Location Resource Scores
You can create your own set of Account and Location Resource Scores in Salesforce. The Salesforce account and location resource scores can be set on the Resource records under Account Resource Scores and Location Resource Scores. These resource scores determine if resources should be allocated to a job associated with a specified account or location. Salesforce uses the concept of whitelist (Inclusion) to include and blacklist (Exclusion) to exclude resources at either an account or location level for a job.
Inclusion: Only those resources marked whitelisted in Salesforce are considered available while allocating a job to location/account. For example, if a client prefers to continue the service of a particular care provider, then the feature of
Inclusionlist can be used.
Exclusion: The resources marked blacklisted in Salesforce are excluded while allocating a job to the account/location. For example, if a client prefers to not consider a particular care provider for some reason, then the feature of
Exclusionlist can be used.
If a resource is excluded at the Account level, they will not be allocated at any location associated with that account.
You can set the
Exclusionlist on Skedulo for Salesforce only, not on the Skedulo Pulse Platform, which requires configuration via record pages.
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