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Route Planner Settings ✔

Configure Route Planner settings, including pickup jobs and route capacities, to fit how your team schedules.

Route Planner is available on Plus & Premier. Route Optimization and Route Memorization are Premier only.

⚠️ Route Planner won't work on most phones and tablets. It requires a device with a screen width of 768px or larger.

In this article:

Route Planner Settings

  1. Navigate to Setup > Account Settings > Search Account Settings

  2. Search: "Route Planner"

Setting

Description

Enable pickup jobs

Toggle Yes if you have jobs where the customer comes to pickup at a single location, like retail sales. This will make entering these Jobs easier and will remove them from the Route Planner.

Include capacities in the route planner?

Toggle Yes if you have configured users to be included in the Route Planner and to have a set capacity for their routes. This feature will display on the Route Planner so that you can avoid overbooking your routes. Capacity shows quantity totals as a visual alert only. It doesn't block scheduling or set visit length.

Require all jobs to be scheduled when created?

Toggle Yes if you want to always require that the user schedules the job when it is first being entered into SingleOps. If this is enabled and you unschedule a visit via the Route Planner, the Visit will still be scheduled on the previously selected day.

My Day Starts At

Select the start time for the Calendar and Route Planner.

My Day Ends At

Select the stop time for the Calendar and Route Planner.

Item-based icons / days since the last visit

On the route planner, show the days since the last visit instead of item-based icons

Require an operation filter before opening route planner

Toggle Yes if you would like to require the Route Planner to have an operation filter present before loading.

Enable Route Planner

Toggle Yes to turn on the Route Planner feature.

🎥 Route Planner Settings Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.

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