What Are Routes?
Route-based scheduling shifts your workflow from employee-centric scheduling to route-centric scheduling.
Instead of assigning jobs to employees one at a time, you organize work into routes and assign employees to those routes.
A route is a logistical grouping of work. It represents how you structure and organize jobs — for example, by territory, recurring service pattern, or consistent team coverage.
When Routes are enabled:
You assign jobs, estimates, and events to a route
Employees are assigned to that route
Your calendar displays work by route columns instead of employee columns
Employees are still scheduled, and jobs are still assigned to employees — but Routes become the primary organizing structure.
When Routes Are Useful
Routes may be helpful if you:
Regularly dispatch work to the same group of employees
Organize work by territory, crew, or shift
Prefer to schedule by team instead of by individual
What Changes When You Turn Routes On
The schedule page becomes route-based
The “Assign to” flow includes Routes as primary assignment options
Work items are organized by route
Employees assigned to a route are automatically included on work items assigned to that route
Turn On Schedule with Routes
Go to Settings
Click Schedule in the left menu
On the Route templates page, find the "Schedule with routes" toggle
Click the toggle and confirm when prompted
Once enabled, the toggle will show On
After turning routes on, your Schedule view will switch to route-based columns. Your existing jobs will remain on the calendar.
Create Your First Route
Click Add route in the top-right of the Route templates page
In the dialog, fill in:
Color — choose a color to represent this route on the calendar
Name — give the route a clear name (e.g., "North Side," "Morning Crew," "Downtown")
Employees — assign one or more employees to this route or keep it unassigned
Click Save
Your new route will appear in the Route templates table.
Best practice: Keep routes consistent and stable (such as long-standing crews or coverage areas). Avoid creating temporary routes for one-day assignments.
Manage Your Routes
All routes appear in the Route templates table with their name, color, and assigned employees.
Edit a route
Click the pencil icon next to the route
Update the name, color, or assigned employees
Click Save
Edits affect jobs assigned to this route starting today and going forward. Past jobs are not modified.
Delete a route
Click the pencil icon on the route
Click the red Delete button
Jobs already assigned to a deleted route will remain on your calendar and will continue to be assigned to their employees.
Schedule a Job, Estimate, or Event to a Route
Once routes are set up, you can assign jobs, estimates, and events directly to a route.
Create a job, estimate, or event and click Schedule.
In the Edit team field, you’ll see both routes and individual employees listed together:
Select a route to assign the job to that route. The job will appear in that route’s column on the calendar.
You can also select one or more individual employees to schedule the job without a route.
Click Save.
📌 Note:
If an employee is assigned to a route and that route is assigned to the job, they cannot also be assigned to the job. The employee is either assigned through the route or as an individual, not both.
If a job assigned to a route spans multiple days, you may see a warning message. The job will only be assigned to the route on the first day. Consider creating multiple appointments.
Estimates and events can only be assigned to routes that have employees assigned to them.
Schedule Directly from the Calendar
You can also assign or move jobs directly from the calendar view.
Click an empty time slot in a route column to create a new job, estimate, or event assigned to that route.
Drag an existing job from one route column to another to reassign it.
Drag unscheduled jobs from the Unscheduled jobs drawer into any route column.
What the Calendar Looks Like with Routes
When Routes are enabled, your scheduling views remain available — with additional route functionality.
Scheduling Views
You’ll continue to have access to your primary scheduling views. However:
The default schedule view becomes the Daily Routes view
You can color the calendar by Route, Area, or Employee
Filter by route or employee
In certain views (such as Day view), you can toggle between:
View by Route
View by Employee
View by Route (Day, Week, Mon - Fri)
Displays columns by route
Limited to 15 routes
Supports drag-and-drop between routes
View by Employee (Day, Week, Mon - Fri)
Displays columns by individual employee
Limited to 15 employees
Drag-and-drop is disabled in this view
To change work assignments, you must:
Switch to a route-based view, or
Open the work item and edit assignments
These views are intended for visibility, not route-based dispatch adjustments.
Daily Routes View
The Daily Routes view is intended to be your primary scheduling view when routes are turned on.
In the Daily Routes view:
Each route appears as its own column
Columns are color-coded based on the route’s assigned color
The column header shows:
The route name
Assigned employees (up to two shown, additional employees upon hover)
An Unrouted column appears for jobs not assigned to a route
Drag-and-drop is enabled in route-based views to reassign jobs between routes.
Making Daily Route Changes
You can adjust route assignments for a single day without changing the route template. This can be done from any of the daily calendar views.
Edit Employees on a Daily Route
Go to the Daily Routes view
Click the pencil icon in the route column header
Add or remove employees for that specific day
Save your changes
Changes made here:
Apply only to that selected day
Do not update the Route Template in Settings
Do not affect future days
This is useful when:
An employee calls out sick
You need temporary coverage adjustments
You want to manage employees day-by-day instead of assigning them at the template level
📌 Note: Route templates define your default structure. Daily route edits allow flexibility without changing that structure.
Routes and Online Booking
When routes are enabled, your availability switches from employee → route availability.
Set up route availability for booking
Go to Settings > Online booking > Team availability
You'll see a Team availability page listing your routes and their assigned employees
This page shows which routes are available to receive bookings
Click Manage routes to add or edit routes from the Schedule settings page
When a customer books online:
The system checks availability for the selected time slot
If a route has availability, the booking will be assigned to that route
Routes and Pipeline
When routes are enabled, you can assign jobs and estimates to a route directly from Pipeline.
Assign a route from Pipeline
Open a job or estimate card
Click Assign to
Select a route from the picker
When you select a route:
Only employees assigned to that route appear in the employee list
You can still manually add employees outside the route if needed
Routes appear on Pipeline cards alongside employee avatars so you can see both the assigned route and the assigned employees at a glance.
Turn Routes Off
Go to Settings > Schedule
Click the "Schedule with routes" toggle to turn it off
Confirm when prompted
Your calendar will switch back to employee-based columns. All jobs remain assigned to their employees — no jobs are lost.
📌 Note: turning off routes removes the route association permanently. Meaning that if you turn routes back on, they will not be assigned to
Coming Soon
Reporting by route — the ability to filter and view reports by route is coming soon. Existing reports continue to function as usual.
Common Questions
Are jobs still assigned to employees?
Yes. Jobs are always assigned to employees. Routes simply group employees together on your calendar. Time tracking will work the same.
What happens if I edit a route?
Changes affect jobs assigned to that route starting today and going forward. Past jobs are not modified.
Can I assign more than one employee to a route?
Yes. You can assign multiple employees when creating or editing a route.
I tried to turn routes on or off and saw "Updates are in progress."
This means the system is syncing changes in the background. Wait a moment and try again.
Someone is not available for part of the route. What should I do?
Routes are daily objects, meaning if someone is not available to be a part of the route for the entire day, it would be recommended to add them as an individual employee on the jobs they will be assigned to.
What does unrouted mean?
Unrouted is anything that does not have a route assignment. This could be either unassigned work items or work items just assigned to employees.
Why am I getting an error when assigning routes to estimates and events?
Estimates and events cannot currently be unassigned, so they must be assigned to routes that have an assignee.
Need help or have questions?
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