Daily organization
Review scheduled and unscheduled field claims for a selected day instead of building the route from a separate address list.
Route planning for field adjusters
Plan a day of claim inspections in one adjuster route planner
Select the day's mapped claims, review a suggested stop order, adjust it around real appointment constraints, save the schedule, and hand each destination to a navigation app.
Product screenshots use synthetic demonstration claims. Route suggestions and travel estimates require adjuster review.
Current product
A planning workspace for one adjuster’s inspection day
The current workflow combines claim locations, scheduling context, route ordering, and navigation handoff. The adjuster chooses the work and controls the final plan.
Map visualization
See mapped claims, scheduled state, selected stops, and the route origin together. Map availability depends on location data and connectivity.
Suggested stop order
Build a location-based sequence and round-trip estimate from the selected claims. The result is a planning aid, not a guaranteed global optimum.
Manual ordering
Move stops when appointment times or local knowledge matter more than the generated sequence, then recalculate the displayed plan.
Schedule connection
Save a route to the calendar from a chosen start time or reschedule an individual claim through the existing scheduling flow.
Navigation handoff
Launch a supported navigation app for the next destination; supported Google Maps handoffs can include multiple ordered stops.
Map and claim selection
Start with the claims that can actually be placed
A usable route depends on saved claim coordinates and a valid origin. The interface keeps missing-location and outside-cluster work visible instead of implying every assignment belongs in the suggested route.
Mapped inventory
The planner plots claims with usable coordinates and distinguishes scheduled from unscheduled work.
Adjuster selection
Suggested claims can be added to or removed from the route before the sequence is built.
Location exceptions
Claims without usable coordinates cannot be routed until their location data is corrected. Map tiles and refreshed routing also depend on connectivity.
Plan the day
From claim selection to the first destination
The route remains editable at every planning step.
- STEP 01
Review the day’s field claims
Open the planner to see mapped claims that still require field travel, including scheduled and unscheduled work.
- STEP 02
Choose the inspections
Select or remove claims for the day. Claims without usable location coordinates are surfaced separately rather than silently treated as routeable.
- STEP 03
Build and review the order
Generate a suggested stop sequence from the selected locations, then review the round-trip estimate and each leg before accepting it.
- STEP 04
Adjust the sequence
Move stops up or down when appointment commitments or field judgment should override the suggested order. Re-optimize restores the generated sequence.
- STEP 05
Save schedule changes
Choose a date and start time, preview the proposed appointment sequence, and save the changed claim times to the calendar.
- STEP 06
Hand off navigation
Open the next stop—or a supported multi-stop route—in an available navigation app, then return to the claim and inspection workflow.
Ordering and estimates
Optimization is a suggested sequence—not an operating promise
The current planner calculates a location-based order, applies a bounded improvement pass, and displays route estimates. The adjuster can override that result.
What the planner currently does
- Creates a suggested order from the selected mapped claims and route origin
- Shows stop count, route sequence, leg information, and a round-trip estimate
- Uses road routing where available and labels straight-line fallback estimates
- Allows manual stop reordering and restoration of the generated order
What it does not currently claim
- AI scheduling, automatic appointment booking, or autonomous replanning
- Dispatching, fleet management, or workforce optimization
- Guaranteed shortest routes, arrival times, or traffic outcomes
- Enterprise logistics, territory balancing, or multi-adjuster assignment optimization
Schedule and navigation
Keep appointments in control of the route
A generated order does not override the adjuster’s commitments. Review the sequence, move stops, save the intended times, and choose how navigation opens.
Adjust the calendar deliberately
Save the route from a chosen date and start time, review the proposed sequence, or reschedule an individual inspection with the existing date-and-time picker. Saving requires connectivity.
Choose the navigation handoff
On supported devices, the app can open Apple Maps, Google Maps, or Waze for a destination. Google Maps supports the current multi-stop handoff; Apple Maps and Waze receive the next stop. Availability and behavior ultimately depend on the installed navigation app.
Connectivity boundary
Plan while connected, inspect from downloaded data
Route planning and offline inspection are related parts of the day, but they do not have the same connectivity requirements.
Connectivity is required to
- Load fresh suggestions and build or refresh the route.
- Load map tiles and request available road-routing estimates.
- Save schedule changes to the server.
- Hand navigation to a maps service that requires online data.
Downloaded inspection work can continue offline
Before leaving coverage, open and download the assignments needed for the day. Supported inspection answers, notes, and photos can then remain local until the app reconnects. Do not treat the route planner or a third-party navigation app as an offline inspection-data guarantee.
Review the exact offline and sync workflowRelated workflows
Continue through the inspection day
Platform overview
See how routing, scheduling, inspections, synchronization, and reporting connect.
ExploreIndependent adjuster workflow
Follow the broader assignment-to-report workflow around the planned inspection day.
ExploreOffline inspections
Understand what remains available after the assignment is downloaded and where connectivity is still required.
ExplorePhoto documentation
Continue from arrival into required-photo guidance, capture, organization, and upload review.
ExploreEvaluate the workflow
Plan a synthetic inspection day before using your own claims
Tutorials will show claim selection, the suggested order, manual adjustments, schedule saving, and navigation handoff without implying autonomous scheduling.