How the integration works
Beeline Routes is an automation tool that will optimize routes based on your scheduled and unscheduled jobs and propose dates and times for unscheduled appointments.
Step 1: Select the Daily tool, then select the day that you would like to Beeline and find an optimized route schedule.
Step 2: Select the Field tech and their assigned jobs to create a proposed schedule for them. Make sure to include additional details that should be accounted for when scheduling, such as an arrival window.
Step 3: Click Beeline Crew Member.
On the left side, you will see your crew member's scheduled jobs.
On the right side, you will see the unscheduled jobs. Beeline will present the most optimized route based on your crew member's parameters/settings.
Step 4: Select Update Time or Set Time. You will then have the option to notify the homeowner of their appointment time. Once you toggle back over to your Housecall Pro account, the appointment times will be updated on your calendar!
📌 Note:
Update time means that this job was already scheduled, but needed to be moved slightly out of the arrival window to accommodate the chosen unscheduled jobs to be optimized. Don't worry, you can pick and choose what routes work for you!
Set time means that this job was unscheduled and needs to be scheduled.
Connect Housecall Pro and Beeline Routes
How to connect Housecall Pro to Beeline Routes and what the integration does.
To connect the integration:
In Housecall Pro, go to My Apps > All Apps
Click All apps at the top of the page
Open the Beeline Routes app
Click the toggle in the top-right
In the confirmation window, click Connect account to be redirected to Beeline Routes
Sign up or log in to your Beeline Routes account
Beeline Routes will send you an email link for confirmation
You will be prompted to sign into your Housecall Pro account, so Beeline Routes can access your appointments and crew.
From there, you can sync with Housecall Pro and start to Beeline your routes!
Need help?
Use the Blue Chat Bubble to reach out to our chat team for live customer support. If you’d prefer to talk it out over the phone, call our support number at 858-842-5746.