Create a Route

Once you've added jobs to the schedule, ServiceCore lets you establish routes to help save you time.

Routes allow you to group together jobs which repeat once a week, while adding destinations and departure times. Routes can be optimized, or saved in your preferred order so that every week they repeat in the same exact order. 

In this article we'll walk through the steps to Create a Route.

Before You Start

Before creating a Route, please keep this in mind:

How to Create a Route

Follow these steps to create a Route:

Show Me How:

For step-by-step, guided help creating a route in ServiceCore:

  1. Login to your ServiceCore account
  2. Click on this link: Create a Route

Tell Me How:

Follow these steps to Create a Route:

  1. Navigate to the Settings pagemceclip0.png
  2. Click on the Schedule Settings tabmceclip0.png
  3. Click on the Routes tabmceclip0.png
  4. Click Add Routemceclip1.png
  5. Select Technician and Day of the Weekmceclip2.png
  6. Choose a Departure TimeStart Destination and End Destinationmceclip3.png
  7. Select Jobs for your Route using the Drawing Toolmceclip4.png
  8. With the Drawing Tool enabled, highlight the jobs on the mapmceclip5.png
  9. View Jobs and Optimize Routemceclip6.png
  10. Once the route has been optimized, you'll see the following message:mceclip7.png
  11. Give the Route a Name and click Savemceclip8.png

 

After you create a route

Now that you've created a route, you'll be able to identify it on the schedule.

mceclip9.png

The letter "R" listed on jobs on the schedule indicates that these jobs are part of an established route.

How to Edit a Route

If you need to make changes to an existing route, follow these steps:

  1. Navigate to the Routes tab under your Schedule Settings
  2. Locate the Route you wish to edit.
  3. Click Edit Routemceclip10.png
  4. Make desired changes
  5. Click Save

FAQs

How do I change the order of jobs on the route?

While adding or editing an existing route, scroll to the View Jobs and Optimize Route section. Find the job you want to move around and click the grid panel to the left of the job. Once you click, grab and drag the job to the desired spot on the list.

mceclip11.png

How do I make my route start and end at the same place?

Create a destination on your schedule, then when you create a route you can add it as the start and end destinations for that route.

Does the saved route feature allow me to include jobs that are set for every other week?

No. Saved routes only accommodate jobs that repeat 1x per week every week.

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