Table of Contents
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– route optimization through the settings menu. This type of routing allows you to set up a "master route" that acts as a template for the order of your anytime tasks that are scheduled for a client. Anytime tasks are scheduled on a specific date, but do not have an assigned time. The other type of routing is called daily route optimization.
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.
Note: This video has three sections to showcase the different types of routing in Jobber. The master route section starts at 0:53 and the daily route section starts at 3:27. Check out the full video for a full overview of routing.
Enabling Route Optimization
To enable Route Optimization, click on the Gear Icon > Settings > Route Optimization, then click Try Route Optimization.
Once route optimization has been enabled for your account, navigate to this page (Settings > Route Optimization) when you want to update your route.
Using Route Optimization
You can choose to have Jobber automatically optimize your route or you can manually select your own route order.
Create an Optimized Route - To have Jobber automatically set the order of your route, click the Optimize button in the top right. Jobber will then create the shortest route through all properties in your account.
Manually Create Route - To create your route manually, click your preferred starting property on the map or in the list, then click Start Routing From Here. Once you have chosen where to start your route, you can then select the remaining properties listed in the order you want for your route. You can choose this order by clicking on the visit in the map, or from list to the left of the map.
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
When you add new properties to your Jobber account you will need to make changes to your Route Optimization. You can also remove or add properties if you need to make an adjustment for clients you no longer service.
To remove a property from the route click on it, then select Remove from Route.
To insert a property at a specific point within your route, click on the property directly above where you would like to add the new property. A pop up window will open where you can click 'Insert at this Point', then select the property you want next in your route. If you have multiple properties to enter, click on them in the order you want listed in your route. 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 Route Optimization
Once your Route Optimization has been set, it will be used as the template for your Anytime tasks that are associated to clients in your account.
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