How to Manage Daily Routes (Route Management)

The Route Management page is the planner for route-style (non-time-based) crews. Load a crew’s day and you get the stop list in order with a map of the stops. Drag stops into order by hand, or click Suggest Best Route to see a better driving order before you accept it. Save the whole day with one click. You can also save a favorite order as a reusable template, check the day against crew capacity, and shift a crew’s work when rain pushes everything back.

Before you start

Route Management works with non-time-based crews only (crews whose Time Based setting is No). Time-based crews are managed on the calendar and do not appear in this page’s Crew dropdown.
Visits must already be scheduled on the date you want to plan. Create them first (see Calendar Scheduling).
Set the crew’s depot address. The crew’s address on its crew page is the route’s default start and finish point. It needs at least a street address and a city. A depot with only a city or a zip code is not used, because it would place the start in the wrong spot.

Load a route

Go to Schedule > Route Management.
In the Filter card, pick the Date (defaults to today in your company’s time zone) and the Crew, then click Load Route.
The day’s stops appear as cards under Non Time Based Crew Jobs. Each card shows the job name, customer, address, and a Stop # badge (or Not ordered if the visit has never been given a position).
Above the list, the Depot Start / Finish line shows the crew’s depot address. If the depot is missing or incomplete, it says so with a Fix it on this crew’s page link.

If you have unsaved changes and click Load Route again, the page asks before throwing them away.

The route map

When maps are available on your account, a map of the day sits above the stop list.

Numbered green pins are the stops. S marks the start and F marks the finish.
Dashed lines join the stops in a straight line. Once the road route is drawn, solid lines follow the roads: dark for the Current order and green for the Suggested order. The legend under the map explains each one.
Hover over a stop card to highlight its pin. Click a stop’s job name to zoom the map to it. Click a pin to scroll to its card.
On a wide screen, click Map beside list to put the map next to the stops so it stays in view while you scroll. Click Map above list to put it back. The page remembers your choice in this browser.

If the map does not appear, maps are not set up for your account. Everything else on the page still works.

Reorder stops by hand

Drag a stop card by its handle, or use the up and down arrow buttons on each card. The Stop # badges renumber as you go.
As soon as the order changes, a save bar appears at the bottom of the screen: “Unsaved changes to this route.” Click Save Route to keep the order, or Discard to reload the day as it was saved.
If you try to leave the page with unsaved changes, your browser warns you first.

Choose the start and finish

In the Route setup card:

Start: Crew depot, My current location (your browser asks for permission), or Custom address.
Finish: Return to start, Crew depot, My current location, or Custom address.

Type a full street address (street, city, state) for a custom address. The start and finish pins move on the map when you change these. If the crew has no usable depot, the Crew depot choices are turned off.

Route preferences

Open Route preferences in the Route setup card to set:

Goal: Fastest or Shortest.
Departure time (defaults to 8:00 AM) and Use planned traffic.
Avoid: Highways, Toll roads, Ferries, Unpaved roads.
Remember these settings for this crew: when ticked, the settings are saved with the crew the next time you click Save Route, and they load automatically the next time you load that crew’s day.

Suggest Best Route

Load the route and set the start, finish, and preferences you want.
Click Suggest Best Route. You can click Cancel while it works.
A preview shows the Current order and the Suggested order (drive time and miles for each) and the Savings. If your order is already the best one, it says Current order is already best. The map draws the suggested road line next to the current one.
Click Apply suggestion to reorder the stops. Each card shows its drive time and miles from the previous stop, and stops that changed position are tagged moved.
Not happy with it? Click Undo to go back to the order you had.
Click Save Route in the save bar to keep the new order. Nothing is saved until you do.

Good to know:

A suggestion can handle up to 148 stops in one day.
If a stop’s address cannot be found, that card is marked “Address could not be located. Fix it on the job site, then try again.”
If no route fits your avoidances, a Try without avoidances button appears.
If Suggest Best Route stays greyed out with the note “Route suggestions are not configured”, order the stops by hand and save.

Save the route

Save Route saves the whole day’s order at once. If any stop cannot be saved (for example, it was invoiced or changed by someone else), nothing is saved and the message says why. If someone else changed the crew’s day after you loaded it, you see “The route changed since you loaded it” and a Reload route button.

A stop that belongs to a repeating visit only changes position on the date you saved. Other dates of that series keep their own order. Visit notes for that date stay with the visit.

Memorize a route (save as template)

When a day’s order is the one you want to reuse:

Load the route and get the stops in your preferred order.
Open More actions, click Memorize Route, give it a name (it suggests “Crew name Route”), and confirm.
You see “Route template saved.” and it appears in the Memorized Route dropdown.

Templates belong to the crew, so the dropdown shows the selected crew’s saved routes (click Refresh Templates if you have just added one). A job that appears more than once on the day is saved once in the template.

Apply a memorized route

Load the crew’s route for the date you are planning.
In More actions, pick the template from the Memorized Route dropdown and click Apply Template.
The day’s stops rearrange to match the memorized order (stops that were not in the template go to the end). Click Save Route to keep it.

This is the weekly routine for recurring routes: load Tuesday, apply “Tuesday North Route”, save, done.

Check capacity

In More actions, click Check Capacity after loading a route to see whether the day fits. The message shows total estimated hours against the crew’s capacity and warns if the route is over. The check assumes an 8-hour crew day.

Rain / Delay Shift (batch reschedule)

When weather wipes out a day, shift the crew’s work instead of moving visits one by one:

Select the crew and, in More actions, click Rain / Delay Shift.
Enter Shift by (days). Positive moves work later, negative moves it earlier. Zero is not allowed.
Click Preview. The window tells you exactly what will move, for example “This will move 27 visit(s) currently scheduled between 07/06/2026 and 07/18/2026 by 1 day(s).” The Shift Visits button stays off until a preview has run, and turns off again if you change the number of days.
Click Shift Visits. You see how many visits moved, then reload the route to review.

Read before you click: the shift moves every open visit for that crew on every date, not just the day you loaded. Completed and skipped visits stay put, and repeating series never move (reschedule those from the calendar). A timed visit stays where it is if its new time would double-book the crew; the message tells you how many stayed put.

What happens next

The saved stop order is what crews see: stop numbers flow through to the crew app’s route and the Route # column on the Visits page.
Every saved route and batch shift is written to Schedule History, so you can trace why a stop moved.

Tips and best practices

Give every route crew a full depot address (street and city at least). It is the default start and finish for suggestions and the map.
Suggest once, then memorize. Let Suggest Best Route find an efficient loop, adjust it with local knowledge, then save it as a template.
Tick “Remember these settings for this crew” if a crew always avoids tolls or leaves at the same time.
Preview is your friend on Rain Shift. The visit count and date span tell you right away if you are about to move more than you meant to.

Troubleshooting

My crew is not in the Crew dropdown: the crew is time-based (Time Based = Yes). Only non-time-based crews are routed here.
“No stops for this day”: no route-style visits are scheduled for that crew on that date. Check the date, or schedule visits first.
“No depot configured for this crew” or “needs a full street address”: add at least the street address and city on the crew’s page (the message links to it).
Stops say “Not ordered”: those visits have never been given a stop number. Reorder them (or just save) to number them.
“The crew depot needs a full street address” after Suggest Best Route: the depot is the start or finish but cannot be placed. Fix it on the crew page, or choose a custom address.
“Location permission was not granted”: allow location access in your browser, or pick a different start or finish.
“The route changed since you loaded it”: someone added, moved, or removed a visit on that day. Click Reload route, then reorder again.
Rain Shift says “No open visits would move”: everything for that crew is completed, skipped, or part of a repeating series.

Scheduling Overview: time-based and route-style crews
Calendar Scheduling: creating the visits that appear on routes
Visit Actions: completing visits, bulk status updates
Manage Crews: set the depot address and Time Based flag
Crew Mobile App: how crews see and reorder their route