Routing allows you to place jobs in order by Team or resource. It's a great tool that helps make drive time more efficient.
- Go to Scheduling > Dispatch Jobs.
- Hover over Actions and locate Routing column.
You have four options to choose from.
- Manual - This option allows you to drag and drop jobs into the order in which you would like to perform them.
- Group Stops - "As the crow flies" routing. This option will order jobs by distance, traveling in a straight line. It does not take into consideration things like lakes and mountains, housing complexes, or road systems.
- Optimize Stops - Very similar to how Group Stops works, this option will place jobs in order by distance but will take into consideration roads, natural barriers and the best route from A to B. There are two ways you can optimize your route, Track Road and Google.
- Google- Comes with the Smart Maps subscription. You can route as many times as you want but are limited to 23 stops per resource. For example, a crew with 30 jobs per day couldn't be routed through Google, but a crew with 20 stops could.
- Track Road- You purchase routing credits. Each credit is good for one Team's route, and you can route up to 100 stops per resource.
- To purchase either of these, hover over your avatar and select "Account & Billing". On the new screen, you will see the two Optimization options.
Note: Both Optimized routing options look at the amount of jobs assigned to the resource when determining if under the limit of stops. Even if you only select 5 jobs on the Dispatch Board to route, it will still route based on amount assigned and not what you have selected.
- Master Route - This option allows you to place all of your accounts on a route template. This is typically only used for On Demand (Snow) jobs.
After you've selected your routing option, a yellow bar appears prompting you to save the route's order. It gives you three options based on your preferences.
- Update Today's Route Only - Updates the route only for the current day being routed.
- Update Every Week - Updates those jobs every single week if they are Recurring Jobs, useful for weekly schedules.
- Update Every Other Week - Updates the jobs every other week, useful for bi-weekly schedules.
In addition to these routing options, you can also route from the Dispatch Board map.