Add, Edit, or Delete a Route Assignment from the Customer Profile (App)
To learn how to add, edit, or delete a route assignment from the customer profile using the Skimmer app, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.
Step-by-step instructions . . .
- With the Skimmer app, route assignments are easily managed from a customer’s profile. Here’s how: Starting on the Customers tab, find your customer. Tap their name and you’ll be taken to their profile. Move down a bit and you’ll see a box labeled Route Assignments.
- First, we’ll add a new route assignment. Tap the ADD button and the Add Route Assignment box will appear. From here you can easily choose the assigned tech, the day you’d like the customer to be serviced, the frequency, and the start date. If this route assignment will only last for a limited time, you can also choose the Stop After date, and after that service date this route assignment will end and not appear on the tech’s schedule anymore. Also, if you’re aware of any weeks the customer will want you to skip service, you can add skip weeks. Once you have the settings you want, tap Save. Now the box is populated with a route assignment, and the next time your assigned tech syncs their device, this new assignment will appear on their schedule.
- What if you already have a route assignment but need to make some changes? All you have to do is tap on it, and the Edit Assignment screen will appear. Now you can change any parameters that you previously chose for this route assignment, including the assigned tech and service day, and you can add Stop After or Skip Weeks if you want. The only thing you can’t change here is the frequency, but you CAN change that on the website, by going to Routes and then the Route Assignments screen. Once you’ve made your changes, click Save. It’s as simple as that.
- What if you realize you don’t need this route assignment at all? Swipe left on the route assignment and a trash can icon will appear. Tap the icon, confirm deletion, and now it’s gone. Note that this deletion cannot be undone. A deleted route assignment cannot be retrieved. So if you decide you need that route assignment after all, you’ll need to create a new one.