Occasionally, you may need to add an extra route stop to go back to a property if the technician couldn't access it, the customer wasn't satisfied, or some other reason. Adding an additional Route Stop can be done any time from the web dashboard or the mobile app.
Add Extra Route Stop From Web Dashboard
Navigate to the Scheduling page
Click the status icon on the right side of a Route Stop that has already been completed (green checkmark icon), marked as "no access" (red lock icon), or marked as "in progress" (yellow timer icon)
Change the status of that Route Stop to "Not Started" by clicking "Not Started" in the menu that appears
One-Time Move the route stop to any route where you want the additional route stop to be completed
It's important to understand that this will not re-open an already completed route stop but it will allow the technician to start another route stop on the same property.
NOTE: This will only affect the scheduling page which is a dynamic representation of existing scheduled jobs and not a perfectly accurate historical reference. For accurate historical reference, the route stop that was already completed or marked as no access will still be recorded on the customer and technician job history pages just like all route stops are.
Add Extra Route Stop From Mobile App
Technicians can start a new route stop for any property whenever they want as long as they have the "Can create route stops" permission active.
Tap the green + icon at the bottom of the app home screen
Tap "Route Stop" in the menu that appears
Search for the customer name or property address you want to create a new route stop for. (Properties within 150 feet of Technician's current location will be displayed automatically)
Tap the customer/property to immediately begin a new route stop workflow (it's best if technician does this when they're already pulled up to the property and ready to begin work)
NOTE: Any route stops started from the app this way will NOT display on the scheduling page. Once completed, it will be accurately recorded as a completed route stop in the system and can be viewed on technician job history pages, customer job history pages, and any other place route stops are typically listed.
How Adding Additional Route Stops Affects Billing
If you charge per visit:
Any time a route stop is completed in the app (whether started by technician or assigned by the office via status change), it can affect your automatic billing.
In arrears - the charge for the additional route stop will be automatically added to the upcoming invoice the same as any other route stop would
In advance - the charge for the route stop will NOT be added to the upcoming invoice since that is calculated only for SCHEDULED route stops at the beginning of each billing cycle. If desired, you can manually edit the upcoming Invoice to add any additional charges.
If you charge flat rate:
No additional charges will be automatically added to the upcoming invoice. You can manually edit the upcoming invoice to add charges if desired.
If "charge for chems" toggle is turned on:
Chemicals used on the additional Route Stop will be added to the upcoming Invoice just like any other route stop