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.
Set Up Chemical Tracking in the Pricebook
Create chemical product types and link your chemicals so technicians can log applications.
Required access
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.
Chemical Tracking Customers
Chemical Tracking is rolling out to a limited number of pest control, lawn, and pool & spa accounts and requires the Purchasing module. Contact Technical Support or your Customer Success Manager to learn more.
Key workflows
Use routing to benefit your business needs by reducing drive time, improving technician efficiency, and ensuring on-time job completion.