Setting Up Routes

Why Do I Need To Make Routes?

Routes make up your schedule. They have how you can organize who, or what vehicle, is heading to your appointments.

Where Are Routes on my Schedule?

Routes are the columns that appear on the schedule. Appointments are then assigned to routes.

How Do I Create Routes?

You can access the Routes page by clicking on the "Scheduling" option on the left-hand side menu, and then on "Routes".

This opens your routes page. From this page, you can see information about your current routes by clicking on the name of the route, or create a new route by clicking on the "+ Route" button.

Once you click on the "+ New Route" button, the New Route window will open.

In the New Route box 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.

Techs: You can assign specific techs to the route, they will be automatically assigned to jobs scheduled to the route.

Active: Check this box if want this route to show up on the schedule, to remove it from the schedule uncheck this box.

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.

Services/Groups: 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)

How to Change What Routes you see on the Schedule

If you are looking at the schedule, you can change how many routes you are looking at by clicking on the "All Resources" button at the top of the schedule.

This will open up a menu where you can pick from seeing all your routes (All Resources), one Route at a time, or see routes that are in the different groups you have created.