Table of Contents
- Overview
- Getting to Your Routes
- The Route Map
- Route Metrics
- Route Settings
- Main Route Actions
- The Daily Stop List
- The Waitlist
Overview
The Routing feature helps you plan and optimize the order your crews visit properties each day. It shows every scheduled stop on an interactive map, lets you optimize the order for the shortest distance, fastest time, or your own custom order, and gives you a running set of metrics — mileage, fuel cost, revenue, and route efficiency — so you can see how good a route actually is before your crew heads out.
Getting to Your Routes
Go to Schedule > Routes. At the top, you can filter and choose which day’s routes you’re looking at:
- All Crews — filter to a specific crew
- Any Item / Service — filter to a specific item or service
- All Tags — filter by tag
- Date navigation arrows, Today, This Week, and a date range picker
The Route Map
Every scheduled stop for the selected day appears on the map as a numbered pin, in the order they’re currently routed. A legend at the top of the map shows Good, Fair, and Poor indicators for route quality.
Map controls in the corner let you zoom in/out and re-center on your current location. In the top-left corner of the map, the Group Selection tool lets you draw a shape around a cluster of stops to select just those — see Route Group Selection for how to use it.
Route Metrics
Above the map, a row of metric boxes updates once you optimize the route: Stops, Miles, Fuel Cost, Time, and Revenue are plain totals for the day. Stops/Mi, $/Mile, Cluster, and Avg Gap are efficiency scores that are graded Good (green), Fair (orange), or Poor (red), so you can tell at a glance whether the route is worth running as planned. For exactly what each number means and how the grading works, see What the Route Numbers Mean.
Below the metrics, Crew Hours shows how time is distributed if stops are assigned to specific crews.
Route Settings
Click Route Settings to expand it. This is where you configure how the route is built and displayed:
- Gas Price and MPG — used to calculate fuel cost
- Projected Hours and Assigned Hours
- Stops — total stop count
- A color legend for visit types (Regular, Past Due, First Visit, Service Not Completed, Service Completed, Last Service in a Series) — click any color swatch to customize it
- Apply gas price, mpg, and color changes to all routes? checkbox
- Map overlay toggles: Traffic, Weather Radar, Weather Alerts, Road Surface, Customer Density
- Show Customer on Daily Stop List / Show Property on Daily Stop List toggles
- Set Route Start / End Locations link
Main Route Actions
Above Route Settings, you’ll find the main action buttons:
- Optimize / Save — optimize the route (by shortest distance, fastest time, or a custom order) and save it
- Reverse — flip the current stop order
- Print — print or download the route
- Clear — clear the current route
- Split View / Auto-Split — split stops across multiple crews
- Time Budget — set a time budget for the route
- Assign Crew — assign the route to a crew
The Daily Stop List
Below the map and settings, the Daily Stop List shows every stop for the day. Each stop shows its order number, the visit name, and the property address.
Further down, the same stops appear in a detailed table with columns for order, date, title/crew, name/details, type, frequency, last serviced, status, notes, tags, custom fields, time tracking, totals, and balances. Select the checkboxes to reveal bulk actions — Complete Selected, Move These Events, More Actions, Download / Print, Bulk Edit Tags, and Delete — so you can act on several stops at once without leaving the Routes page.
The Waitlist
The Waitlist button (with a count badge) shows properties or estimates that are waiting to be scheduled. Click it to expand a preview list, or click Full waitlist to see everything.
