Manage Route Assignments (Web)

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

Tiers: All

Before You Start: 

• To make changes to a routine service, click the three dots next to the service location. 
• To make changes to Tech’s entire route assignment, click the three dots next to Tech's name.
• You can only make permanent route assignment changes on the Route Assignment tab. To make one-time moves to a route/route assignment, do so on the Route Dashboard tab

Step-by-step instructions . . .

1

Select Routes > Route Assignments to view all techs and service locations with permanent routine service. 

2

Click the Tech's name to expand and view a Tech’s route assignment(s) in detail, or, click Expand all to have all Techs and days of week expand and view all service locations.

To view Techs individually, click and select from the All Techs dropdown.

To view a specific day of the week, click and select from the All Days dropdown. 

3

To change a Tech’s pin color, click the three dots > Change Pin Color > click and select from the dropdown options, and Save.

• The pin color represents the Tech, and the outline color represents the day of the week.

4

To move an entire route, click the three dots and select Move to Different Day/Tech > select Tech > select Day > Starting On > Save. 

• This is for permanent moves only. One-time moves can be made on the Route Dashboard. 

5

To change an entire route assignments frequency, click the three dots > Change Frequency > New Frequency > Starting On > Save. 

6

To end an entire route assignment, click the three dots > End Route Assignments > Stop After > Save.

7

To delete an entire route assignment, click the three dots > Delete Route Assignments > Delete.

8

To print route assignments, expand the Tech’s route assignments, and click the print icon. 

9

Utilizing the Map. Hover over a pin/service location to view basic route stop information.

10

Click the pin drop to access action options, i.e. Edit, Move, and Delete.