Plan routes for a day

On Schedule, select Plan routes, choose the crews and read Current against Proposed. Nothing on the board changes until you select Accept crew or Accept all.

Before you start

You are signed in as the owner or a dispatcher. Crews need a shift that day and a start location; otherwise the panel lists them as skipped ("no shift that day", "no start location").

Steps

1. Open Schedule and set the day you want with the date box or the arrows. A plan covers one day only; in 3 days or Week the panel says "Plans ... only" with the date.
2. Optional: lock jobs that must stay where they are. Select the lock icon on a placed job ("Lock this job in place"). Locked jobs keep their crew and order.
3. Select Plan routes at the top right of the board. The Plan routes panel opens.
4. Under Crews, tick the crews to plan, then select Plan routes in the panel. A badge shows who made the plan: Google or Estimates.
5. Read the table: Current, Proposed and Change for Drive time, Drive distance and Unassigned jobs. Each crew line reads like "now ... proposed ... 4 stops". The route list shows each stop's "min drive", and Locked, Started or Late where they apply.
6. Check Could not fit. These jobs move to the Unscheduled tray, each with a reason and fixes to try. See Place a job on a crew's day.
7. Select Accept crew on one crew, or Accept all. Accepted crews show Accepted.
8. Optional: select Email customers their arrival hour. Each customer on an accepted route gets a one-hour estimate inside their booked window, once.
9. To try again, select Re-run keeping locks (it shows how many jobs are locked).

What happens next

Accepting moves jobs on the board and tells each affected crew's phone. A plan waiting on the board shows the badge Proposed plan ready; a nightly plan for tomorrow may already be there.

If something goes wrong

• "Jobs changed since this plan was made." Select Re-run and accept the new plan.
• "The route optimizer could not plan this day." or "This month's route-optimization limit is reached". Select Plan with estimates instead.
• Accept buttons are greyed out. The plan was Superseded by a newer one, or is already accepted. Plan again.

Related

Place a job on a crew's day · Read the Today page · Manage your team and their hours