When viewing the routing section in the 'Services' section of the Account Details page, you will see a few different colors that are indicative of status or type.
Overview
When viewing the grid (see screenshot below), services will be one of the following colors:
Green (not pictured) = Complete
Yellow = Instance/On Request
Blue = Recurring
Black = Current selection
Once clicked, a small popup will appear with the following information:
Day of the week
Date
Recurring or instance
Number of stops
Service name
Service address
Route name
Grid View
Expanded View
Vertical vs Horizontal layout
The grid display is based on your screen resolution.
A vertically displayed grid is a screen resolution of 1920px and above
A horizontally displayed grid is a screen resolution of 1920px and below
How To's
Assign a Route
Once the service has been selected and configured on the customer's account:
Within the grid, find and click on the date/work order block you would like to assign
Once the work order detail block appears below, click the 3 horizontal dots on the right side of the work order details box
Select 'Assign stop'
Select the route from the drop down on the left
Enter the sequence number for the stop
Click the blue [Save] button
Note: If you're not seeing your changes updated, please refresh the page.
Unassign Stop
Within the grid, find and click on the date/work order block you would like to unassign from its route
Once the work order detail block appears below, click the 3 horizontal dots on the right side of the work order details box
Select 'Unassign stop'
Confirm by clicking the red [Unassign] button on the pop up screen
Note: If you're not seeing your changes updated, please refresh the page.
If you are looking for Work Orders on a recurring service in the far future and do not see them, that is because the system creates work orders up to 10 weeks in advance. Every Saturday the system generates the next work order for that customer.
The exception to this rule is an On Request services that you scheduled far in the future because it's a stand alone work order