Routing
Visual routing, route optimization, scheduling, reminders, rescheduling
By Lance and 2 others3 authors36 articles
- Calendar Video Overview
- How do I change the start and end time for my routes?
- What is the difference between the calendar date range and the job pool date range on the Calendar page?
- What do the icons mean on the Calendar page?
- How do I move an entire route after I have created it?
- How do I see drive times between jobs?
- How do I print a summary of the route or schedule for the day?
- How do I remove the hard-schedule marker from a job?
- How do I schedule customers for "anytime" on a day instead of a specific time?
- Can I color code the Calendar page?
- I accidentally deleted a route, can I bring it back?
- Why do I have a question mark next to a job on the map?
- How is the "in-progress" highlight on the Calendar screen triggered?
- Can I add customers from two different branches on to the same route?
- New Calendar & Job Pool Design
- Recommend Customers
- Sending out Mass Emails to Customers
- How do I process a job?
- "Charge and Complete" is always greyed out. How do I enable it?
- How do I bulk complete jobs?
- I am trying to service / process an invoice, but every time I select "next" to finish the invoice, it gives me an error and does not let me complete it.
- Can I add a note to the process route page?
- Job notes for technicians
- "View in maps" is opening in my browser, not my maps app?
- Master Services / Product Blends
- How to Process a Refund and Correct an Invoice Balance