Schedule Recurring Visits

In this article:

Schedule Recurring Visits 

Unschedule Routes 

Navigating the Route Planner

Generate Visits for On Demand Jobs

Generate Visits Columns

Recurring visits should be scheduled using the Route Planner:

• Due to the Route Planner's complexity & the small size of most mobile devices, this tool will not work on most cell phones & tablets, unless using a device with a width that is 768px or larger. To find the exact width of your device, please refer to this website. 
• Please review Route Planner Settings prior to scheduling.
• Route Planner available on Plus & Premier Tier

Schedule Recurring Visits

1. Open the Route planner
   *Note: If using On Demand Jobs, generate visits prior to moving to steps below.
2. Apply filters
   *Note: We recommend filtering by Operation, Crew or Item/Item Group for service you are looking to schedule.
   Example: PHC Operation, Lawn Care Round 1 Item Group, Mow 1 Crew
3. At the top of the Route Planner, select the date you want to schedule for.
4. Create a Route. For more information about icons, follow these links Map Legend and Task Icons.
   1. Select + Add Drivers
   2. Check Include next to the desired Driver(s)
   3. Select Add Selected Drivers
   4. Unlock the Driver’s route by selecting the lock next to the Driver’s name.
   5. Select-&-drag any unscheduled event from your list on the left or from the map & drop it on the intended Driver's route in the allotted time slot.
      *Note: If you have an account that has 80+ stops in a single day, you will need to extend the schedule day to 12:00AM to 11:59PM in order to accommodate. You can make this adjustment in Settings. 
      *Note: If you are attempting to add a Job to a route which does not yet have latitude/longitude coordinates, you will receive a warning indicating that the Job does not have a usable location. When this happens, you will need to edit the Job & link the location to Google Maps. 
   6. Lock the Driver’s route. Once locked, you can view the Driver’s route on the map by selecting the Driver's box.
   7. If on Premier Tier; Optimize Route.
      This will place stops on a route in the most efficient order based on the event locations, as well as the Driver’s Operation location.
   8. If On Demand Snow jobs; Memorize Route.
      This will hang onto your route for future runs. 

Unschedule Routes

Visits can be unscheduled in 3 ways:

• Select the red "-" icon to the right of an assignee's name to unschedule their route. 
• Select Unschedule Unfinished button to unschedule any events that were not marked as Complete for the visible day. 
• Unlock a route, then select a visit and drag it up to the map. 

Visits will now be added back to the unscheduled visits list.  

Navigating the Route Planner

Map Legend

	Orange house icon	Unscheduled/ scheduled but unassigned
	Green house icon	Scheduled & assigned for the day at the top of the Route Planner
	Blue house icon	Completed
	Grey house icon	Approved

Task Icons

	Orange clipboard	Unscheduled/ scheduled but unassigned
	Green clipboard	Scheduled & Assigned - to do
	Blue clipboard	Scheduled & Assigned - in progress
	Black briefcase	Scheduled & Assigned - complete
	White clipboard	Scheduled & Assigned - with Job & on site

Generate Visits for On-Demand Jobs

1. Select Generate Visits from Route Planner by clicking the drop down in the top right corner.

2. In Generate Visit window apply filters.
   *Tip: We recommend filtering by Operation, Crew or Item/Item Group for service you are looking to schedule.
   Example: PHC Operation, Lawn Care Round 1 Item Group, Mow 1 Crew

3. Select each Item you want to include on the Visit(s) by placing a check mark to the left of the Item(s). For details on columns displayed, refer to this table.
   *Note: Refer to the article End Snow Jobs to batch end On-Demand Jobs to remove unlimited visits from this window.

4. When finished, select Generate Visits

5. A Confirmation page appears to verify the Visit details before creating the Visits.

6. Expand the gray Visit bar to view the details of each Visit. Select Generate # Visits in the lower right to create the Visits.

7. Once the Visits are created, they function identically to other unscheduled Visits in SingleOps. They will appear on the Job as a Visit, and on the Calendar and Route Planner's Unscheduled Visit areas for efficient scheduling.

Generate Visits Columns

The table below displays a summary of all Line Items for all Clients. Here are descriptions of each Column in this table: