Table of Contents
Overview
Efficiently route the day's work, assign incoming jobs to the closest team member on the map, and know their whereabouts as they're on the move.
There are two forms of routing in Jobber, this article covers one type– daily route optimization. Daily route optimization is used to customize your route on a day-to-day basis. This is where you can make any adjustments to the order of the appointments for the day (including assessments, visits, and tasks), and have the new order reflect on the app for your team. The other type of routing is route optimization through the settings menu.
There are two types of routing in Jobber:
- Settings > Route Optimization or the "master route": This is the big list of how you would route all your properties if you were to do them all in one day. This is what the daily route defaults to based on what is scheduled that day. Sometimes we refer to this as the "master route". This type of routing is more rigid and works well for companies that have a fixed schedule
- Daily route optimization (done from the map view of the calendar): This is where you can alter your route day to day. We call this "daily route optimization". This form of routing is useful for when you have a more variable schedule and need more flexibility
With these two routing types, you can use the master route to create your preferred route (or have Jobber optimize and create the most efficient route automatically), then customize it day-by-day if needed. Learn more on how these two types of routing work together.
Routing is available on select plans. View our current pricing plans.
To check what plan you're on, navigate to the Gear Icon > Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
Using daily route optimization
Note: Your assessments, visits, and tasks need to be assigned to a team member and set as anytime (not scheduled for a certain time) in order to be optimized.
First, you will want to have turned on route optimization from Settings > Route Optimization. To do this, and learn more about routing all properties from your Jobber account in one place here.
The full account route that is created from route optimization will be overwritten with the daily route optimization feature on days where daily route is in use.
To optimize your route, go to the Map View of the Calendar and click on either the pin on the map or the task within the left panel, and click Route From Here. This will create the most efficient route based on this address as the starting point.
To see a specific user's route, click on that user's name along the top of the map. This will highlight their route in red.
To customize the route, click and drag each item from the left panel.
Routed jobs in the Jobber app
In the Jobber app, you will be able to see the assessments, visits, and task listed in the order of the route you have created for them in Jobber online.
Adjust map location
If you notice that one of your appointments or tasks isn't routing correctly, there may be an issue with locating the correct address in Google Maps. We show this issue with your map icon appearing in red instead of green.
To ensure that the Jobber app is taking you to the correct location you will need to manually set up this map pin for the correct location. To do so, use the global search in the top right of your Jobber account to search and select the property. From the property details page, click More Actions > Adjust Map Location.
On the Adjust Map Location screen there are three ways to update the map pin:
- Manual placement: click and drag the pin on the map to the correct location, then click Save.
- Based on location: if you are currently at the property, click Use Your Current Location to put the pin where you currently are, then click Save.
- By coordinates: enter the latitude and longitude for the property, then click Save.
