View and Manage Live Routes with the Route Dashboard (Web)

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

Tiers: All

Step-by-step instructions . . .

1

Select Routes > Route Dashboard. 

 

2

Click the arrows, or calendar icon, to navigate and view service for the day/week.

3

Click the Tech’s name to view their current route.

• Click the info button to view service history and photos of completed stops. 

• No info means service has not been recorded or completed.

• The Refresh button will update the screen to show any recently added service detail.

• Click the customer name for a new tab to open on your browser, directing you to the customer profile. 

4

To move customers, click the three dots > Move Customers > One-time Move or Permanent Move > Tech > Date > Save.

5

To add a work order, click on the three dots > Add Work Order > Work Order Type > Customer/Location > Tech > Service Date > Save. 

• Default work order information will populate, but can be adjusted. (i.e. work needed, price).

6

To optimize a route, click the three dots > Optimize Route > Start From > End At > Optimize. 

• Save as Default Order or Reset to Default Order.

 

7

To manually reorder a route, click and hold the route stop number to drag and drop.

• Save as Default Order or Reset to Default Order.
• You cannot drag and drop a route stop from one Tech to another Tech.

8

Click the Tech’s route assignment for the map to adjust.

9

Click on the route stop for the route to appear on the map. 

10

Click All Routes to view all route stops for the day.

• When the map is set to All Routes, there is the option to change the tech’s pin color by clicking on the three dots > Change Pin Color > Save.