Setup
Before starting your Property Care business, ensure you have the following basics configured for your account.
Setup checklist
Ensure customer information is properly set up to schedule jobs for the correct addresses.
Defines the areas where jobs can be booked.
Create and edit Recurring service types
Configure recurring service types to generate appointments.
Use proper tags to filter out jobs on the Route map.
Set up business units to use Routing properly.
Required permissions
The View Dispatch Board permission is required for office employees to access Route Management. Contact your account administrator to enable it.
Routing customers
New customer addresses are automatically verified to generate GPS coordinates, ensuring locations display correctly on maps.
Key workflows
Use routing to benefit your business needs by reducing drive time, improving technician efficiency, and ensuring on-time job completion.
Routing
Manage and optimize routes to keep your technicians efficient and on schedule.