Add, Edit, or Delete a Route Assignment from the Customer Profile (App)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Step-by-step instructions . . .

1

Tap the Customer tab, and tap on the customer name. 

2

Scroll down to the Route Assignment section of the customer profile and tap Add.

3

Tap and select for each route specification, and tap Save when finished.. 

4

To delete a route assignment, swipe left > tap the trash icon > Delete.