Using the Routing Feature on the Configure Service Details Page
This article explains how to use the new Routing feature available on the Configure Service – Details page. This feature helps you quickly sequence, route, and assign work orders based on proximity and existing schedules. Additionally, it provides options for immediate scheduling or saving services as drafts for later activation, ensuring flexibility in managing work orders.
Accessing the Routing Feature - adding a new configured service
Add a new configured service to a customer. Once you select the service, click the Schedule service day button. Navigate to the customer’s account page, go to the Services section, and click the plus (+) icon on the Services header to add a configured service.
Troubleshooting Missing Services
If a new customer’s service does not appear for routing, follow these steps:
Edit the Service Schedule:
Open the customer’s service and click Edit.
Click the pencil icon for Service schedule.
Select the Day of Service:
Ensure a service day (e.g., Monday, Tuesday) is selected. Note that selecting a date alone is not sufficient.
Save the Changes:
Save the updated schedule. This will populate the work orders, ensuring the service appears for routing.
Select the days of the week for the service. If you choose to schedule the service immediately, click the button Publish & route. Alternatively, you can save the service as a draft by selecting Create Draft, which allows for further configuration before publishing.
Locate the first Work Order on the left and select it, use the filters if necessary, and choose to route by Nearest stop, or by selecting a Route in the drop down list. This will activate the Sequence and Route button to click. After sequencing, you can save the routing by selecting either Save Permanent to apply changes to all work orders or Save Partial to apply changes only to the current work order.
Confirm the sequence and the stop location, and Save partially (just this work order) or Save Permanent (all work orders.) Ensure that the selected routing option aligns with the service requirements before saving.
You will now see the work orders route information saved on the Map & routing tab of the service details
Accessing the Routing Feature - existing configured service
From an existing service you can see the Map & routing tab from the service details screen. This will show:
Work orders created within the current week
Nearby services that share the same date as the service you just created
You can reset filters if needed to view all available work orders and services.
Each work order can be expanded to reveal available actions. The actions shown may vary depending on the current status of the work order.
A scheduled service from this view can be rerouted by selecting the work order.
Sequencing and Routing Work Orders
How to Assign a Stop from a Work Order
Open the customer’s account
Go to the Work Orders section
Find the work order you want to route
Click the More menu (⋮)
Select Assign Stop
Choose from the routes available for that work order’s service date
✅ The route list will match the correct scheduled day.