How to: Create a Recurring Route

Recurring Routes enable you to create routes with Jobs that follow a recurring pattern, such as daily or weekly, to simplify the dispatching process for your team.

Step 1: Go to the Dispatch menu. Select List of all jobs, then click the clock icon.

Step 2: Click New empty recurring route to create a new route. Click Save.

Step 3: Your new route is now saved! You can always load it at any time from the Dispatch. Simply click the Recurring routes or return to the clock icon to see it on the saved list.

Step 4: Begin dragging the Jobs into your new route board. Within the board, you can rearrange their order by dragging them. To remove a Job, click on it and then click the trash icon.

Step 5: You can assign rules for your route, either as a one-time occurrence or choose to automatically assign it to a team member on a set schedule.

Step 6: To set up the recurring route, select the team member and specify the days you want it to occur.