Plannit

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📙 <a href="#h_c191d55120">Step-by-step guide</a>

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Here's how to plan your Daily Routes, which you can also optimize to maximize your 

employees travel time and costs. Daily routes are created from visits, so for each job you must first create the visits associated with it, as follows:

In the Job Space tab, click on + in the Work orders / Visits section.

Add the basic information and save by clicking on ✔️ to save.

You can then open the work order by clicking on the visit in the list.

Once you've created your visits, you can start creating your daily routes as follows:

Step 1: Activate the Planner in the Calendar:

On the Calendar tab, click on Planner on the right of the screen to display it at the bottom of the page.

1. On the Calendar tab, click on Planner on the right of the screen to display it at the bottom of the page.

Step 2: Make sure the resources to which you assign the route appear in the Calendar

Click on the Display button in the top right-hand corner of the Calendar

Click on Resources (click here to see How to create a resource). Check all the employees who will run the routes so that they appear in the Calendar.

1. Click on the Display button in the top right-hand corner of the Calendar
 
2. Click on Resources (click here to see How to create a resource). Check all the employees who will run the routes so that they appear in the Calendar.

Step 3: Filter the list of visits by desired status and date

Click on the Filters button of the Planner

Select filters related to the visits to be scheduled (i.e. status, dates, etc.)

Click Apply to save filters

1. Click on the Filters button of the Planner
 
2. Select filters related to the visits to be scheduled (i.e. status, dates, etc.)
 
3. Click Apply to save filters

The list of visits corresponding to your sorting will appear at the bottom of the screen.

Step 4: Create your route in the calendar

In the Calendar under the designated resource, define a block with your mouse.

Select New run from the suggestions at the bottom of the screen

1. In the Calendar under the designated resource, define a block with your mouse.
 
2. Select New run from the suggestions at the bottom of the screen

Name the route e.g. Service calls on February 3, 2023

1. Name the route e.g. Service calls on February 3, 2023
    
2. Adjust block hours as required
    
3. Add or modify resources as required
    
4. Save

Click on the Display options button in the Planner and make sure you add the route column to the grid, checking the box if necessary.

1. Click on the Display options button in the Planner and make sure you add the route column to the grid, checking the box if necessary.

Under the Route column, click on each visit from your sorted list and select the route.

1. Under the Route column, click on each visit from your sorted list and select the route.

Click on the Route in the calendar

Click on Open run in the window

Click on Actions, then on Modify route

Re-click on Actions, Optimize route and finally, Save

1. Click on the Route in the calendar
 
2. Click on Open run in the window
 
 
3. Click on Actions, then on Modify route
 
 
4. Re-click on Actions, Optimize route and finally, Save

🎥 Video capsule

📙 Step-by-step guide

Step 1: Activate the Planner in the Calendar:

Step 2: Make sure the resources to which you assign the route appear in the Calendar

Step 3: Filter the list of visits by desired status and date

Step 4: Create your route in the calendar

Step 5: Enter the route information

Step 6: Adjust display to assign route

Step 7: Assign each visit to a route

Step 8: Optimize your route