Daily Route Optimization
You will need to be on our Connect or Unlimited plans to use Daily Route Optimization.
Your Visits will 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 your Settings page. 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.
Using Daily Route Optimization
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 the Visits from the left panel.
Routed Jobs in the Jobber App
In the Jobber app, you will be able to see the Visits and Basic Tasks listed in the order of the route you have created for them in Jobber Desktop.
My visit isn't routing!
If you notice that your visit is not routing, there may be an issue with finding 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, access your Properties page and click onto this property.
Select Actions > Adjust Map Location. You will then be provided with steps to update the map pin for your client in order to be able to route for their property.
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