Brightree HME Route Optimization with SuiteFleet

1. Start with the Brightree HME sales order

Open the sales order BT-01842 for Patricia Hayes and inspect its delivery destination, line quantities, and configured SuiteFleet relationship. The example contains HME-100 | Walker | 1 EA and HME-200 | Seat cushion | 1 EA.

Review the sales order, delivery ticket, equipment allocation, destination, and required documentation. Release only the items approved by the provider’s operational workflow.

Brightree already supports delivery and documentation workflows. Define the boundary between those functions and SuiteFleet so technicians receive one dispatch instruction and evidence reaches the correct ticket. Brightree inventory and delivery.

2. Configure the planning mapping

Preserve this relationship before exporting delivery work:

Plan around appointment windows, equipment handling, technician availability, and pickup requirements. Use the provider location as the departure hub and the confirmed delivery address as the stop.

3. Select eligible stops and available drivers

Open Workbench for the intended date and filters. Inspect task, driver, and hub layers; resolve tasks without a location before optimization. Use geographic selection to choose the intended area, then confirm the selected task set contains only released work.

Choose Plan & Optimize when assigning eligible tasks across drivers, or Optimize Existing Routes when retaining assignments and improving stop sequence. Review enabled drivers, shift windows, departure hubs, and the displayed task-capacity limits. Do not assume those limits represent weight or volume.

Brightree already supports delivery and documentation workflows. Define the boundary between those functions and SuiteFleet so technicians receive one dispatch instruction and evidence reaches the correct ticket.

4. Review objectives, constraints, and results

Choose the supported objective: Fastest Completion, Shortest Distance, Fewest Vehicles, or Balanced Workload. Review Respect Time Windows, Reassign Assigned Tasks, and Time Per Stop before running the preview. Select the objective that matches the dispatch plan and confirm which routing constraints are enabled.

Inspect the returned driver assignments, stop sequence, projected completion, and every unassigned task. Check stop times against driver shifts as well as customer windows; confirm that the proposed schedule is feasible. Missing locations and conflicting requirements need explicit resolution.

Review the Dallas–Fort Worth planning example, with distances in miles and local receiving times. Dispatchers should check stop sequence, road access, and unresolved work before applying a plan.

5. Execute the route and process actual outcomes

Keep assignment and planned arrival separate from customer delivery. Monitor failed, rescheduled, and completed stops during execution. A route application must not post inventory, close an order, or trigger billing by itself.

An equipment exchange can contain both a delivery and a pickup. Keep each asset, serial reference, and direction distinct; a completed delivery must not retire an unrelated rental asset.

After a stop completes, match its task ID to the source shipment, review required proof, and reconcile accepted quantities. Record actual event time and a separate sync outcome. If the source changes after planning, compare the change with the dispatched allocation before overwriting operational data.

6. Verify the result in Brightree HME

Return the verified handover result, equipment references, and required documentation to the delivery ticket. Keep billing readiness and financial processing under the provider’s established rules. Brightree inventory and delivery.

Read back the linked record and review every outstanding allocation before reporting the full delivery requirement complete. Test partial shipment, partial acceptance, failed delivery, duplicate completion, and delayed writeback. Keep inventory posting, receipt evidence, and payment reconciliation under their respective configured rules.