Scheduling and Routing Tips and Tricks

In this webinar, we cover everything related to:

• How to create routes

• Different routing types

• Scheduling using the route or calendar

• How to manually schedule visits.

Topics will include:

• Manual Scheduling from a Job

• Scheduling from the Calendar (Queue View)

• Using Filters to Narrow Down Visits

• Introduction to Routing

• Creating a New Route

• Scheduling Route Occurrences

• Time Sheet Integration

• Adding New Jobs to Existing Routes

• Creating a Route Directly from a Job

• Scheduling via Calendar for Manually Scheduled Routes

• Scheduling Extra Visits Manually.