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 / Jobs menu. Select List of all jobs, then click the clock icon.

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

Step 3: Your new route is now saved! You can always load it at any time from the Dispatch / Jobs. 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.