How to create a route

You can create as many routes as you like. Note: routes do not hold historical information, the service line items do, so if you delete a route it does not effect your clients or their service history.

Ext-Tech

Google

Create a route

Navigate to "Routes"

Click "New route"

Create a name for the route

Choose the route type from the drop down menu. \*Route types are created within your configuration settings.

Click "Save"

It will bring you to a new screen. Click "Add services"

Filter by the service you are routing

Filter by zone if applicable. You can add multiple zone filters to one search.

You can choose all the items in the list by clicking the box at the top or you can multi select specific addresses by clicking on the box for that row.

Click "Add services". Notice that it tells you how many addresses are selected

If you click "Optimize" the route will automatically optimize by the first and last address in the current list.

Click on the gear icon to change the way the route is optimized.

A pop up window will appear and you can optimize the routes stop and start location by the first address on the list, 'the shop', or the last address (or any combination of such). 'The shop' is an address created in your configuration settings and can be any location. You can also have multiple locations - for instance if you have two yards that the company works out of.

Click "Home Shop"

Click "Last address in route (default)"

Click "Home Shop"

Click "Done"

Note: If you want the first or last address to be a specific address than reorder that specific address to either the first or last location in the list.

Be sure to click "Optimize" here before saving.

Click "Save"

Once saved, it will bring you back to the main route screen

Re-order address

Click "Edit"

Re-order by clicking and dragging the six dots on beside the number

or re-order addresses by clicking on the number

A dialog box will open, type in the number you would like the address to move to

Click "Save"

Edit the route

Click the "Name " field to change the name of the route

Click the drop down menu "Route type" to change the route type

Deactivate or activate the route from the 'Route status' drop down menu

Add a crew or restrict access

A few notes about restricting route access and adding crews: \- When you add a crew to a route, you are telling the program that the supervisor has the ability to sign in for everyone for that route. \- If no crew is assigned and the route is 'unrestricted' then everyone still has access and must start and stop the timer for themselves. \- If the route is 'unrestricted' and there is a crew assigned, everyone else still has access but has to hit the start and stop timer for themselves if they are working on that route.

Click on the pencil icon, under 'Access restricted'

Click the "Restrict worker & supervisor access" toggle on.

Click "Worker or Supervisor"

Add people from the dropdown menu.

Click "Save"

To edit - add or remove people - 'Access restricted'. Click the pencil icon.

Toggle off the "Restrict worker & supervisor access" field.

Click "Save"

To assign a crew to the route. Click the pencil icon under 'Crew'

Click the drop down menu

Click the crew you would like to assign to the route.

Click "Save"

To remove a crew from the route. Click the pencil icon under 'Crew'

Click the drop down menu.

Click "No crew assigned"

Click "Save"

You do not need to restrict access or assign a crew to a route. As soon as you create the route and it is active, the route is ready to go.

How to create a route

Ext-Tech

Google

Create a route

Navigate to "Routes"

Click "New route"

Create a name for the route

Choose the route type from the drop down menu. \*Route types are created within your configuration settings.

Click "Save"

It will bring you to a new screen. Click "Add services"

Filter by the service you are routing

Filter by zone if applicable. You can add multiple zone filters to one search.

You can choose all the items in the list by clicking the box at the top or you can multi select specific addresses by clicking on the box for that row.

Click "Add services". Notice that it tells you how many addresses are selected

If you click "Optimize" the route will automatically optimize by the first and last address in the current list.

Click on the gear icon to change the way the route is optimized.

Click "Home Shop"

Click "Last address in route (default)"

Click "Home Shop"

Click "Done"

Note: If you want the first or last address to be a specific address than reorder that specific address to either the first or last location in the list.

Be sure to click "Optimize" here before saving.

Click "Save"

Once saved, it will bring you back to the main route screen

Re-order address

Click "Edit"

Re-order by clicking and dragging the six dots on beside the number

or re-order addresses by clicking on the number

A dialog box will open, type in the number you would like the address to move to

Click "Save"

Edit the route

Click the "Name " field to change the name of the route

Click the drop down menu "Route type" to change the route type

Deactivate or activate the route from the 'Route status' drop down menu

Add a crew or restrict access

Click on the pencil icon, under 'Access restricted'

Click the "Restrict worker & supervisor access" toggle on.

Click "Worker or Supervisor"

Add people from the dropdown menu.

Click "Save"

To edit - add or remove people - 'Access restricted'. Click the pencil icon.

Toggle off the "Restrict worker & supervisor access" field.

Click "Save"

To assign a crew to the route. Click the pencil icon under 'Crew'

Click the drop down menu

Click the crew you would like to assign to the route.

Click "Save"

To remove a crew from the route. Click the pencil icon under 'Crew'

Click the drop down menu.

Click "No crew assigned"

Click "Save"

You do not need to restrict access or assign a crew to a route. As soon as you create the route and it is active, the route is ready to go.