You can use the "Optimize Route" button to automatically place the properties on a route in the best driving order according to Google's API. This can be done on the web or in the app.
PLEASE NOTE:
3 or more properties must exist on the route in order for the "Optimize Route" button to display
How to optimize routes on the web
Go to the Scheduling section and view any route with 3 or more properties. Click on the route name to expand it so you can see all the properties. Click the blue "Optimize Route" button in the top left corner to instantly optimize the route.
The property in the #1 position will be considered the starting location when optimizing unless a custom start location exists for that route. You can drag and drop a different property into the #1 position (use drag handles on the left side) if desired.
Customize Start and End Locations
If desired, you can use custom Start and End locations to better optimize your routes. This is optional and used purely for route optimization purposes. Technician will not see the start or end location in their schedule as a route stop or job.
Use a Custom Start Location (optional)
To optimize the route starting from a different location such as your office or a pool service technician's home, add a custom start location to the route by clicking on "Start Location". The system will then always optimize the route from that location instead of the #1 positioned property when you click the "Optimize" button on the route.
Use a Custom End Location (optional)
To optimize the route ending at a specific location such as your office or a pool service technician's home, add a custom End location to the route by clicking on "End Location". The system will then optimize the route to end at that location when you click the "Optimize" button on the route.
How to optimize routes in the mobile app
Rearranging the order of route stops / jobs in the app is only possible if the route is not "locked" on the web dashboard. If the lock icon on the route is red/closed, then the technician will be prevented from changing the order in the app.
Technicians can access the scheduling map by swiping left on the home screen or by tapping the menu icon in the top right corner and selecting "Route Map".
Tap anywhere in the bottom section to view more of the route list for the day.
Tap the "Optimize Route" button to instantly rearrange the order of the jobs/stops to the best driving order from the technician's current physical location. When optimizing in the app, the starting position of the jobs does not matter. Only the technician's current location.
(if you don't see this option, make sure the route isn't set to "locked" in web dashboard)
To manually rearrange the order of the route stops / jobs in app, simply long press on any of them and then drag them to the desired position.
(if this doesn't work, make sure the route isn't set to "locked" in web dashboard)
