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How to add addresses on a Run
How to add addresses on a Run

How to add addresses on a route that has already been started for emergency calls

Stella Marques avatar
Written by Stella Marques
Updated over a week ago

A started route cannot be modified until it is completed. However, you might need to add tasks /visits to a technician during the day (i.e. emergency work, new customer in the same area as the route, etc.).

Plannit allows you to add a visit to your technician's day in real time, while waiting to make the modification to the route once it is completed, here's how :

From the "Job" tab, create a new job if it is a new customer (or search for the existing job if it is an existing customer) :

  • Create a new visit by clicking on "+ Visit"

  • Choose the employee you want to assign the visit to in "Resource".

  • Notify your employee in the "Internal Comments" section at the bottom of the visit with "@employee name" to select him /her

Your employee will be notified on the bell

NOTE : we suggest that you mention in the comment that your technician must leave the road to see the new visit in "My day" (see example below)

Technician's point of view :

By clicking on the tile the technician will be able to see the information of the visit.

NOTE : When the route is complete, it is important to add the visit directly to the route so that the visits all end up in the same place for future trips

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