The Scheduled Routes tab in the Admin view gives you full control over services that have already been scheduled. From here, you can view, edit, filter, reschedule, and even pre-print your invoices all in one place.
?Accessing Scheduled Routes
In the main navigation panel on the left, click Scheduling.
Select Scheduled Routes from the dropdown menu.
? View & Edit Routes
At the top of the page, click View/Edit Routes to:
Manually rearrange the order of stops
Save changes to the route sequence
Click here for more info
? Search & Filter Tools
Across the middle of the screen, you’ll find powerful tools to quickly locate services:
Search Bar: Enter a customer’s name to instantly locate their scheduled service.
Filters (Click the blue “Filters” button):
Technician name or Job Assign ID
Route name
Property type or address
Notification details
These tools are perfect for narrowing down large schedules quickly and accurately.
✏️ Editing Scheduled Services
Select one or more services from the table below.
Click Edit to:
Reschedule to a different day or time
Reassign to another technician
Send important rescheduling notifications to the customer
?️ Printing Options
From this screen, you can also:
Pre-print invoices, including options with:
Pay stub
Blank compliance data
Print technician routes—even if you forgot during initial assignment.
?️ Remove from Schedule
Need to make a change?
Select any individual or group of services
Click the red Remove from Schedule button
? Note: Removed services will return to the Unassigned Services screen, so you can reschedule them later.
? View Property Details
After selecting a service from the list, check the middle of the screen to view detailed property information before making any adjustments. This includes:
- Square footage details
- # of properties selected
- Revenue amount for selected properties
? Pro Tip:
Use this screen as your hub for quick service adjustments, customer communication, and compliance prep. It’s designed to keep your schedule flexible and organized.