Smart Auto-Assignment
for Your Fleet
Automatically match stops to the right team members based on skills, location,
vehicle capacity, and availability. Save hours on manual dispatch decisions.
Automatically match stops to the right team members based on skills, location,
vehicle capacity, and availability. Save hours on manual dispatch decisions.
Less time spent on dispatch
Assignment methods available
Right-first-time assignment rate
Match the right team member to every job based on what matters most to your operation
Match stops to team members with the required certifications, training, or expertise. Ensure qualified personnel handle specialized jobs.
Assign work based on geographic territories. Team members own specific areas, building customer relationships and local expertise.
Automatically consider vehicle size, type, and capacity when assigning stops. Never overload a vehicle or send the wrong equipment.
Route work through specific depots, warehouses, or branch locations. Optimize for pickup points and inventory availability.
Maintain consistent relationships by assigning the same team member to recurring customers. Build trust and improve service quality with familiar faces.
Intelligent matching happens automatically as you build routes
Set up skills, zones, vehicle capacities, and assignment priorities
Add stops with requirements (skills needed, size, location)
System matches stops to qualified, available team members
Review assignments, make adjustments, and dispatch routes
See the difference intelligent assignment makes


Smart assignment works across industries
A pharmacy delivery service uses auto-assignment to match temperature-sensitive medications to refrigerated vehicles, controlled substances to certified drivers, and heavy equipment to vehicles with lift gates. Compliance is automatic.
An HVAC company assigns jobs based on technician certifications—EPA-certified techs get refrigerant work, gas-certified techs handle furnaces. Zone assignment ensures technicians build expertise in their territory.
Let auto-assignment match the right team member to every job automatically.

Yes, auto-assignment is a suggestion that you can always override. Drag and drop stops between team members, or manually assign specific stops before running auto-assignment on the rest.
You'll see a warning for stops that can't be matched. You can then relax requirements, assign manually, or schedule for a day when qualified team members are available.
Absolutely. You can layer requirements—for example, skill-based AND zone-based assignment together. Set priority order to determine which rules take precedence.
Yes, auto-assignment works seamlessly with recurring routes. Set up assignment rules once, and they apply every time the route generates. Driver overrides by day of week are also supported.
Zeo’s Auto Assignment automatically assigns stops to the best available agents based on rules like location, capacity, working hours, and skills—removing manual planning effort.
Yes. Once rules are set, Zeo automatically assigns incoming orders or tasks to agents in real time, ensuring faster and more accurate dispatching.
Zeo considers agent availability, stop location, workload, distance, and predefined constraints to ensure balanced and efficient assignments.
Absolutely. Zeo lets you configure assignment rules by team, zone, or region, ensuring assignments align with operational needs.
By eliminating manual decision-making and using data-driven rules, Auto Assignment minimizes missed stops, overloads, and inefficient routing.
Yes. Auto Assignment scales easily for high volumes, allowing teams to handle more orders without increasing planning time or complexity.
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