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Create your daily routes
Create your daily routes
Brigitte Chouinard avatar
Written by Brigitte Chouinard
Updated over a week ago

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📙 Step-by-step guide

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📙 Step-by-step guide

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:

  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

  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

  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

  1. In the Calendar under the designated resource, hold down the right mouse button and drag to define a block.

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

Step 5: Enter the route information

  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

Step 6: Adjust display to assign route

  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.

Step 7: Assign each visit to a route

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

Step 8: Optimize your route

  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

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