Routes are an organization tool for your schedule. You can set up routes to represent specific techs, teams, appointment types, or even vehicles that you use. Specific techs can be assigned to routes, or you can leave them open and assign techs on an appointment to appointment bases.
You can access the Routes page by clicking on the "Scheduling" tab from the Main Menu, and then on the "Routes" icon.
Here you can view a list of your current routes. Click on the name to view a specific route, or create a new route by clicking on the "+ Route" button.
Click on the "+ Route" button to open up the "New Route" window, where you will see three tabs.
In the "Details" tab you can add in the details for the route, including:
Icon: You can change the image and color for the route by clicking on the gray truck icon.
Active: Check this box if you want this route to show up on the schedule, to remove it from the schedule uncheck this box.
Techs: You can assign specific techs to the route, they will be automatically assigned to jobs scheduled to the route.
Name: The name for this Route.
Phone: (Optional) A phone number for this route.
Position: What position this route shows up on the schedule (unless organized alphabetically).
Appointment Default Duration: What any appointments scheduled for this route will have as their default duration.
Tags: Think of these as tags on social media, you can add in grouping names or add tags you want to use to identify different groups. Type in the name of the Group (or Tag) that you want to create (i.e., Estimates). You can create multiple groups and assign a route to as many groups as you need. Also, no spacing is allowed in the group names (i.e., Rug Pickup would need to be entered as Rug_Pickup).
Service Route: The "Service Route" toggle gives you the option to "hide" a route from being included in the dashboard calculation. Check the box to include it in the calculation, or turn it off otherwise.
In the "Arrival Windows" tab you can customize the Arrival Windows for this route specifically.
Click here for more information on Arrival Windows.
In the "Advanced" tab you can update the appointments already scheduled for this route by changing the assigned tech(s), and then select if you want to update this route for all future events, for a single day, or between a date range. This is a one-time update only, any newly schedule appointments will use the "default technicians" assigned on the Details tab as usual.
Click "Save" when you are finished.
