Template

Zone Map Worksheet (Define Travel Zones)

ZonesTravelMapping

A worksheet to define 3–5 service zones (boundaries, landmarks, typical drive time, jobs per week) and scheduling rules so you group jobs by zone and cut drive time. Review monthly and adjust based on actual drive times.

For teams spending too much time driving between jobs in scattered areas and ready to try zone-based scheduling.

Next: Fill it out for your area and use it for one week when building the board; measure drive time before and after.

Copy/paste template

Zone Map Worksheet (Define Travel Zones)

  • - Zone Map Worksheet
  • -
  • - Zone 1: [Name]
  • - - Boundaries: [North/South/East/West limits]
  • - - Key landmarks: [Major streets, areas]
  • - - Typical drive time: [Minutes from base]
  • - - Jobs per week: [Average]
  • -
  • - Zone 2: [Name]
  • - - Boundaries: [North/South/East/West limits]
  • - - Key landmarks: [Major streets, areas]
  • - - Typical drive time: [Minutes from base]
  • - - Jobs per week: [Average]
  • -
  • - Zone 3: [Name]
  • - - Boundaries: [North/South/East/West limits]
  • - - Key landmarks: [Major streets, areas]
  • - - Typical drive time: [Minutes from base]
  • - - Jobs per week: [Average]
  • -
  • - Scheduling rules:
  • - - Group jobs in same zone on same day when possible
  • - - Schedule by zone, then by date
  • - - Block 1-2 emergency slots per day (don't break routes)

How to customize

Replace placeholders:

  • [Name] → Customer or tech name
  • [time] → Arrival time (e.g., "2:00 PM" or "in 30 minutes")
  • [link] → Job link or tracking URL

Avoid these mistakes:

  • Don't use overly aggressive language (e.g., "URGENT: Payment due now!")
  • Don't use confusing abbreviations or jargon
  • Don't make promises you can't keep (e.g., "We'll be there in 10 minutes" if it's not realistic)

How to use it

  1. Define 3-5 zones based on your service area.
  2. Map boundaries using major streets or landmarks.
  3. Track typical drive time and jobs per week per zone.
  4. Use zones when scheduling: group jobs in same zone on same day.
  5. Review zones monthly and adjust based on actual drive times.

Common tweaks

  • Add a map link if helpful.
  • Add customer density if relevant.
  • Add seasonal adjustments if zones change by season.
  • Add trip fees if different zones have different fees.
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