How to Add a User to a Route

Overview on how to add a user (admin or provider) from a route

Open Route Management

• Go to the Route Management section in your cleaning software.

Select the Route

• Find the user you want to add someone to (e.g., User #2).

• Click the Add button.

Choose a Cleaner

• Scroll through the list of cleaners.

• Cleaners already assigned to a team will be marked.

• Select an available cleaner (e.g., Dolly Parton).

Select Assignment Type

• Permanent → Assigns them to this crew for all future days.

• Temporary (date range) → Assigns them until a specific end date (e.g., until Friday).

• Day Only → Assigns them for today only, without affecting future days.

Optional: Add Notes

• If needed, type a note explaining why you reassigned the cleaner.

• Save the note.

Save Changes

• Confirm your selection so the user list updates.