Plan each person's run for the day
Put each person's jobs for a day in driving order with drive times and a map, change the order by hand, and send the run to their phone.
On this page
Open Routes
Open Tools, then Routes. The day shown is today on your company's clock. Use the arrows or the date box to change it.
Everyone with a job that day is listed on the left. A job is on a person's run when its date is that day, it links to a site, and it is assigned to them. Jobs missing a site or a person are listed under Jobs not on any run.
Check the setup
If Set up routing appears, click Open routing settings. Choose the Jobs table, Day of the job, Site and Assigned to, then click Save routing settings. To change them later, click Settings.
Set Time on site (minutes) for jobs with no time of their own, and Leave at for when runs start. Add a Depot address if staff start from one place.
Under Leave jobs with these statuses off runs, tick any status that should never be on a run.
Set where each person starts
Click the person, then Start point. Choose Company depot, or Their own address and type it in. Set Leave at if they start at a different time. Tick Finish back here if the drive back counts.
Click Save start point. A rostered shift that day sets the leave time, ahead of their own time and the company default.
Give a job a time window
Click Times on a stop. Set Arrive from, Arrive by, or both, and On site (minutes) if the job takes a different time from usual. Click Save times.
Click Plan again to fit the new times in. Clear removes them.
Plan the runs
Click Plan all runs to plan everyone, or Plan this run for one person. A bar shows whose run is being planned.
Each stop shows the time it is reached, the drive to it and its window. Late by means the arrive by time cannot be met. Waits means the person gets there before the window opens.
The map numbers the stops in driving order. The line joins them in order and does not follow the roads.
Change the order by hand
Drag a stop to a new place, or use the arrows beside it. The times change straight away and the new order is saved.
When a job is added, moved or given to somebody else after planning, the person shows Changed since planned. Click Plan again before moving stops or sending.
Send the run
Click Send. Read the message. Tick Text message to text it to the mobile number on the person's staff record, and In the app, and on their phone if they use it to send a notification. Click Send to and the person's name.
The person then shows Sent. If the run changes afterwards, it shows the time it was sent and that it was before the latest change.
Read your run on your phone
In the phone app, tap More, then My run. Today's stops are listed in order with the time you reach each one. Tap Directions on a stop to open it in your maps app.
Watch today's runs from Quick Glance
On Quick Glance, click Edit layout, then Add widget, then Today's runs. Click Save layout.
An admin sees everybody with jobs today: whether each run is Planned, Not planned, Changed since planned or Sent, how many jobs and how long the driving, and the first stop with its time. The tiles show Jobs, Driving and Not on a run.
Anybody else sees their own run, with Late stops in place of Not on a run. Click Open Routes, or Open My run, to see the whole run.