Creating Route Types

You need to have a least one route type to be able to create a route for operations. You can create many routes for operations under one main route type. The two main reasons to create different route types is for: organization and client communication.

Ext-Tech

Navigate to "Configuration"

Click "Route Types"

Click "Create"

Type the name of route type in the "Name" field. \*Note this is a category of routes. Generally it will encompass all of one type of service, for example lawn mowing, fertilizing, gardening, plowing, etc.

Click "Email the customers when service is completed" if you wish to notify your clients once the service status is changed to complete. This can be modified at any time.

Notifications can be turned off for specific clients via their client profile in your customer list.

Type in a customized default message to be sent.

You can send a test email to yourself by clicking "send me a test email"

Click the "Email the customers when worker is on their way (In Transit)" field, if you wish to notify your clients once the service status is changed to in transit. This can be modified at any time.

Type in a customized default message to be sent.

You can send a test email to yourself by clicking "send me a test email"

Click "Send route chat notifications when services are added or removed" This will create a notification in the route chat. It is recommended to toggle this on so the crew is notified when there are changes to the route.

Click "Save"

If you need to make changes you can always navigate to your route types, click on the route type you want to make changes to and hit 'edit'. Make appropriate changes and hit save.

Creating Route Types

Ext-Tech

Navigate to "Configuration"

Click "Route Types"

Click "Create"

Click "Email the customers when service is completed" if you wish to notify your clients once the service status is changed to complete. This can be modified at any time.

Notifications can be turned off for specific clients via their client profile in your customer list.

Type in a customized default message to be sent.

You can send a test email to yourself by clicking "send me a test email"

Click the "Email the customers when worker is on their way (In Transit)" field, if you wish to notify your clients once the service status is changed to in transit. This can be modified at any time.

Type in a customized default message to be sent.

You can send a test email to yourself by clicking "send me a test email"

Click "Save"

If you need to make changes you can always navigate to your route types, click on the route type you want to make changes to and hit 'edit'. Make appropriate changes and hit save.