Master Route

Master Route

 

The Master Route acts as a template for how your anytime Visits will be listed. You can create your own route, or have Jobber optimize the route automatically and customize it as you need. 


Enabling the Master Route

To enable the Master Route, go into the Settings Gear Icon > Settings > click Route Optimization along the left menu, then click Turn On Route Optimization.

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Using the Master Route

To get to the Master Route page, go into the Management section in the side navigation, and select Master Route.

You can choose to automatically optimize the Master Route or customize the Master Route order.

To optimize the order of your Master Route, click the Optimize button in the top right. Jobber will then create the most efficient route for your properties.

 

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To customize or create the route, click the property on the map or in the list that you want to start with and click Start Routing From Here. Click on the properties in the order that you would like to have them in your Master Route on the map or the list on the left. 

 

To save your work, click Save in the upper right hand corner. To start from scratch and erase your existing Master Route, click Reset Route

 

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You can make changes to your Master Route when you add new properties to your Jobber account or if you need to make an adjustment. 

To remove a property from the route, select Remove from Route

Change the order of a route from a certain pin by selecting Insert at This Point.

 

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When making routing changes the modified route will be highlighted in red, while the existing route that's being overwritten will be in blue. To finalize your changes, click Save in the upper right corner. 

 

Daily use of Master Route

Once your Master Route has been set, it will be used as the template for your Any Time Visits and Basic Tasks.

This order will show in the Calendar Map View, and in the Jobber app. 

To create routes on a day by day basis instead of creating a Master Route for your account, learn more about Daily Route Optimization

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