Add a Route

Routes in ServiceCore organize recurring jobs for a technician on a specific day, letting dispatchers schedule work in a predictable order each week. By creating a saved route, dispatchers can quickly schedule work in a predictable order without needing to reorganize the route each week.

Saved routes are ideal for businesses with weekly recurring jobs. Once created, jobs appear in the same order each week on the Schedule page, helping drivers follow a consistent route.

Before You Start

Here are a few things to know before you continue:

• The technician for the route must already exist in your account.
• Jobs must already be created and assigned to that technician.
• Jobs can only be added to a route if they repeat once per week. Any other type of job or repeat job cannot be added to a route.
• At least one destination must exist in your account to use as the route’s start and end point. To learn more about adding destinations, please review this article.
• To see if you have user permissions to add a route, please review this article.

Add a Route

To add a route, follow these steps:

1. Click your name in the top-right corner.
2. Select “Settings.”
3. Click “Schedule.”
4. Select "Routes."

5. Click the “Add Route” button. 

   
   
    

6. Select a Technician in the drop-down.
   • Please Note: Jobs must already be assigned to this technician in order to appear on the route map.
7. Select a Day of the Week.
   • Please Note: Only jobs scheduled for this specific day, for the selected technician, will appear on the route map.
8. Add a Departure Time.
9. Select a Destination to Start Route At.

10. Select a Destination to End Route At.

    
    

Select Jobs for the Route

After choosing the technician and day, the map will display pins representing that technician’s scheduled jobs.

TIP: If you do not have any pins displaying on the map, check to see if you have the right Day of the Week or Technician selected.

Map Tools

Use the map to select the jobs that should be included in the saved route.

1. Map / Satellite Toggle: Switch between standard Map view and Satellite view for additional detail.
2. Hand Tool: Click this tool to grab the map and move it to your desired location.
3. Box (Lasso) Tool: Click this tool to select multiple jobs by drawing a box around map pins.
4. Zoom: Use the plus (+) or minus (-) to zoom in or out.
5. Full Screen Mode: Expand the map to full screen. Press Esc on your keyboard to exit.
    

Select Jobs

Once you have the job pins you would like to add to the route displayed on the map, there are two ways to select jobs to the route.

1. Click individual pins to add them one at a time.
2. Draw a box, using the Box (Lasso) Tool around multiple pins to add them.
    

Review and Organize Route Jobs

After selecting jobs from the map, they will appear in a list below the map.

From this list you can:

1. Remove jobs by clicking the trash icon.
2. Reorder jobs manually by dragging them using the six-dot handle.
3. Optimize the route by clicking the “Optimize Route” button.

Optimizing the route rearranges jobs into the most efficient driving order based on each job’s location. 

Please Note: The order shown in the route list becomes the default job order on the Schedule page each week. 

Name and Save Route

The final step before saving your route is giving it a recognizable name.

1. Enter a Route Name that clearly identifies the technician and day like “Jen Tuesday Route” or “Jeff Monday.”
2. Click “Save.”

Routes on the Schedule

After creating a route, you’ll be able to easily identify it on the Schedule. The letter "R" listed on jobs on the schedule indicates that these jobs are part of an established route.

Manage Routes

If you need to edit or delete a route, follow these steps:

1. Navigate to Settings > Schedule > Routes.
2. Click the down arrow in line with the route.
3. Click “Edit Route” or “Delete Route.”
    

Route Best Practices

• Remember to review and adjust saved routes as needed when weekly recurring jobs start or stop.
• Jobs added to a technician later do not automatically appear in existing saved routes. You will need to add them manually if they should be part of the route.
• Additional jobs can still be assigned to the technician for the same day, but dispatchers may need to manually review or optimize the route so the day’s job order remains efficient.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!