Origin — Solar, Roofing & Generators
Territory planning

Planning travel between appointments

Travel planning should leave room for preparation and ordinary uncertainty rather than assume every transition is instantaneous.

A practical approach

Review appointment locations together and identify tight transitions before confirming more work. Account for the time needed to park, review notes and contact the customer if plans change. If the route becomes unrealistic, coordinate a correction early. Do not silently shorten the customer’s appointment to recover an overfilled schedule.

Put it into practice

  1. Review transitions together
  2. Include preparation time
  3. Correct conflicts early

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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