Optimize Route for Single Crew

Table of Contents

1. Overview
2. Filtering to a Single Crew
3. Optimizing the Route

Overview

If you want to build a route for just one crew instead of everyone scheduled that day, you can filter the Routes page down to a single crew before optimizing.

Filtering to a Single Crew

Go to Schedule > Routes. Click + Filter, choose Crews and pick the crew. The crew shows as a chip at the top of the page. Click Clear to see all crews again.

The page updates to show only the visits assigned to that crew.

Optimizing the Route

Click the green Optimize / Save button and choose Shortest Route & Save, Fastest Route & Save or Custom Order & Save. If you’re using a zone template, there’s also By Zone & Save.