Before you start
- Jobs for the day are created and have a crew assigned.
- Customer addresses geocode (a red missing-address flag on Dispatch means they do not).
What you'll do
Turn a day's assigned jobs into an ordered route per crew with drive times, then send it to the crew app. Each business gets 25 route builds and 5 automatic optimizations per day; the counters sit under the page title.
Build Today's Routes (3 steps)
- 1
Open Schedule → Routing, pick the day, press Build Today's Routes
Or press Start from template to reuse a saved stop order.
- 2
Step 1 · Assign
Every crew is listed with a capacity bar (hours booked of hours available) and its assigned jobs. Untick Include this crew's route in this plan to leave a crew out. Unassigned jobs appear on the right; drag or assign them here. Assignments save as you go.
- 3
Step 2 · Sequence & optimize
One tab per crew. Stops are listed in time order with arrows to reorder by hand. Optimize stops reorders them for the shortest drive from your business start location and shows drive time and distance between each stop. Each press uses one of the day's five auto-optimizes.
- 4
Step 3 · Review
Check stops, drive totals, and warnings, then Save routes (keeps them for you to send later) or Save & send to crews (crews get the day plan in their app right away).
After saving
- 1
The route card
The Routes tab lists each saved route (for example R-18 · Maintenance Crew A · 3 stops · 41m drive). Click it to see the map, the stop list with per-leg drive time and miles, and the crew.
- 2
Adjust
Optimize re-runs the optimizer for that route; Drag to reorder lets you move stops by hand; the print icon prints a stop sheet; the bookmark icon saves the order as a template. The × on a stop removes it from the route (the job stays scheduled).
- 3
Send
Send to Crew on one route, or Send Day Plan at the top for every route on the day. Sent and active routes are protected from bulk deletion.
- 4
Clean up
Select open routes for this date and delete rebuilds the day from scratch.
What crews see
The crew app's Route tab shows the same stops with a next-stop card, ETA chips, weather, Skip stop, and Navigate (opens Google or Apple Maps). Reassigning, rescheduling to another day, or cancelling a job removes its stop automatically.
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