You will need to be on the Connect or Unlimited plans to use our Routing features.
The Master Route acts as a template for how your Anytime Visits will be listed. These are visits that are scheduled on a certain day, but do not have an assigned time. With Master Route, 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 Gear Icon > Settings. Click Route Optimization on the left. On this page select Turn On Route Optimization.
Using the Master Route
You can choose to automatically optimize the Master Route or manually select your own Master Route order.
Create an Optimized Route - To have Jobber automatically set the order of your Master Route, click the Optimize button in the top right. Jobber will then create the shortest route through all your properties.
Manually Create Route - To create your route manually, click the property on the map or in the list that you want to start at, then click Start Routing From Here. Then 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.
Remove or Add Properties to your Master Route
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, click on it, then select Remove from Route.
To add properties at a certain point in the route, click on the property before the point where you would like to insert the properties. Then click 'Insert at this Point'. You can then click on the properties in the order you'd like to insert them into your route at this point. Click Save when you are done.
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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