Add New Customers to Existing Routes

When a customer signs, their site usually belongs on a route somebody already drives past. Both routes below solve the same problem — the first is for a handful of sites, the second for a batch big enough that you were about to open the builder anyway. If you have no routes yet, create one by hand first.

Create a Route Without Build Routes

You do not need to run Build Routes just to make one empty or manual route.

1. 1

   Press New Route

   Go to Dispatch → Saved Routes. New Route sits in the header next to Put on Calendar and Build Routes. The empty state (No saved routes yet) has the same button.

2. 2

   Fill in New Saved Route

   The dialog is the same editor as Edit, in create mode. Name the route, pick a Default worker (and an optional Backup worker), set Capacity and the Schedule (how often and which service days), add sites, drag them into driving order, and use the map preview.

3. 3

   Create Route

   Press Create Route. The route appears on the Routes view. Nothing is booked until you apply it — see Put a Route on the Calendar.

From the Unrouted list

1. 1

   Open Unrouted

   Go to Dispatch → Saved Routes and switch the view to Unrouted. The heading reads Not on a route. This lists every site you are contracted to service that no saved route covers. Filter by work type if you are working one crew's area at a time, or type a site or customer into the search box on the right (Site or customer…). A new search or work type starts again from the first page.

2. 2

   Select the sites

   Tick the sites you want placed, or use the header checkbox to take the whole page. A site with no map location cannot be placed by geography and is not selectable — fix its address on DirectoriesSites first.

3. 3

   Review the plan

   Press Add to Best Routes. Nothing is written yet. The plan names, for each site, the route it will join, where in the tour it lands, the extra driving, and which days it will actually be served on — taken from that customer's contract.

4. 4

   Commit it

   Press Add N to Routes. Each route is saved on its own, and the route's assignee is notified that their week changed. Anything listed as needing a new route stays on the Unrouted list.

From the Route Builder

1. 1

   Scope the work

   Open Dispatch → Saved Routes and press Build Routes. Scope the sites as usual — work type, territory, or an area drawn on the map. Leave Only sites not already on a route on.

2. 2

   Check existing routes first

   In Fill Existing Routes First, press Check Existing Routes. You get the same plan: what fits on routes you already run, and what does not.

3. 3

   Fill, then build only the leftovers

   Press Add N to Existing Routes. The sites that landed are no longer unrouted, so the site count above drops and whatever you build in the remaining steps is exactly the overflow. If nothing is left, you are done — no new Route Book needed.

On Review, each stop has Move to… to send it onto another proposed route. The map's square dark pins are the day's start and end, not stops: Main office (shop) or Home. Hover reads Route starts and ends here. Set Start location per person under SettingsTeam.

Adding a single site

The per-row Add to route button on Unrouted still exists and is the right tool for one site. If the suggested route is over capacity it asks you to confirm before adding anyway — a deliberate override, recorded on the route.

Verify it worked

Open the route from Dispatch → Saved Routes → Routes view and press Edit. The new stops are in the tour at the position the plan named, not appended to the end. On a route that runs more than one day, each stop shows Visit days — left on Auto, meaning the contract decides. Then check Unrouted again: the sites you placed are gone, and only genuine overflow remains.

If something looks wrong