Routing Overview

Table of Contents

1. Overview
2. Getting to Your Routes
3. The Route Map
4. Route Metrics
5. Route Settings
6. Main Route Actions
7. The Daily Stop List
8. The Waitlist

Overview

Routes are included on the Grow and Plus plans, or are a $25/month add-on. 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:

• Use the search box, or click + Filter to filter by Crews, Items / Service, Tags, Employee, Last serviced or Program step. Each filter shows as a chip; Clear removes them all. The No visits coming up in the next 30 days chip adds map pins for properties with nothing booked in that window. Click its arrow to change the window to 7, 14 or 30 days.
• Use the date arrows, Today, This Week or the date range picker to choose the day. Only one day’s routes can be optimized at a time, so Optimize / Save is greyed out when you view more than one day.

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. The Good, Fair and Poor legend for route quality sits in the metrics panel above the map.

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 — choose Shortest Route & Save, Fastest Route & Save, Custom Order & Save, or By Zone & Save when a zone template is active
• Reverse — flip the current stop order
• Print — print or download the route
• Clear — clear the current route
• Split View shows crews’ routes side by side. Auto-Split appears when you’ve checked 2 or more stops and have more than one crew, and divides the checked stops between crews. When a zone template is active, Zone Assign assigns stops by zone.
• Time Budget — set a time budget for the route
• Assign Crew — assign the route to a crew

The Daily Stop List

In the left column, the Daily Stop List shows every stop for the day. Once the day’s route is saved, check Group by Crews to group the stops by crew. 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 chip (with a count) shows waitlisted jobs as pins on the map. The list itself is in the collapsible Waitlist panel. The waitlist is included on Grow and Plus, or is a $10/month add-on.