Begin Course

First, let’s get to the Routes page.

Click here to activate this Route on the map.

Time to create our first Route!

As per usual, first we need to give this a name.

Select this dropdown to choose a truck to be assigned to this route.

The CROmobile will do!

Select, “Auto Decline” for a description of this feature.

Click the calendar to set the first day to auto-dispatch this Route.

Let’s schedule this route to go out this Friday.

We’ll set the Recurring Interval to 7, so that it’s a weekly route.

Now we’ll tell this route to dispatch every Friday, from here on out.

Only one thing left to do: save this new Route.

Time to take it to the next level: adding customers to our new route.

We can continue to use our favorite customer for this course!

Let’s create a new job request to see how to attach it to a route.

You know the drill. Onto Additional Asset Requests.

This unit will do. It’s a pretty common one.

No need to over complicate things, let’s create this Dropoff request.

We’ve been here, before. Let’s go into the Recur Options.

This time around, we can go deeper into the Route Options.

Let’s click on this option to open up our Route Finder.

To load all of your potential route stops, select, “Show All Routes.”

This is the new asset you’re deploying, so let’s select it to find a route.

One more click to get the Route Finder rolling.

Let’s scroll to the right to increase our Detection Radius.

Since we have a lot of route stops within range, let’s zoom in for a better look.

This orange route looks like a good one. Let’s select it.

To position our new route stop between these two, click on the line between them.

Now click on our asset, one more time, to put it on the route.

All done! Now all that’s left to do is save the Route Selection.

Now we need to save this commitment to the Dropoff job.

And, finally, we can save this entire job with the route selection in place.

Let’s select this deployed asset so we can use a different method to create a route stop.

Finally, by clicking here, we’ll successfully convert this deployed asset to a route stop.

Seeing Assigned routes won’t do us any good till we route this asset.

Select, “Unassigned” to see the routes this asset is NOT assigned to.

Click on this familiar green plus sign to immediately add this to our new route.

Now, let’s go back to the previous screen.

Select, “Assigned” to see the route this asset is now assigned to.

For our final feature, select the Service button to schedule an additional Service.

No need to charge for the Service, this time around.