How to View and Edit the Schedule and Routes

And overview of how to use the Map to schedule, and route your jobs in day-to-day operations.

Step-by-Step: How to View and Edit a Team’s Schedule for a Specific Day

1. Open the Schedule for the Desired Day

   • From the schedule view, select the day you want to review (e.g., tomorrow or next Tuesday).

   • On the right-hand panel, you’ll see a summary of how many hours and minutes are already assigned to each team (e.g., Team 1 has 2 hours 20 minutes assigned).

2. View a Team’s Assigned Jobs

   • To see the exact jobs assigned to a team:

     • Click on the team’s route (e.g., Route 1) to see all houses or jobs scheduled.

     • Or use the filter option to display only that team’s jobs.

   • This gives you a quick overview of what work is already assigned.

3. Scroll Through All Teams

   • Use the scroll buttons to move through each route.

   • This allows you to see what every team has assigned for the day, not just one.

4. Switch Between Days

   • If today’s schedule is already set, you can move to another day (e.g., next Tuesday) to view or edit jobs.

   • When viewing another day, you may notice unassigned jobs that still need to be placed.

5. Assign an Available Job to a Team

   • Identify which team has available time. Example: Route 1 has space left and a nearby job (Paula Hopkins) is unassigned.

   • Click on the unassigned job.

   • Select the time (e.g., 8:30 AM), click Lock In, then Assign.

   • The job will now appear under that team, and their total assigned hours will update automatically.

6. Review Workload Totals

   • After assigning, check the team’s summary again.

   • Example: Route 1 now has 2 jobs, totaling 6 hours assigned.

   • This helps balance workloads across teams.

7. Check for Conflicts

   • As you assign jobs, you may see overlaps or conflicts.

   • Adjust assignments by unassigning or reassigning jobs to keep routes realistic.

8. View Today’s Schedule

   • You can always return to today’s schedule by selecting today’s date.

   • Scroll through to view and edit as needed, the same way as for future days.

9. Optional: Use Timeline View

   • If it’s already the active workday, switch to Timeline View.

   • This shows each job visually along a timeline, making it easier to see start times, overlaps, and daily flow for each team.