Route Optimization Through the Settings Menu
You will need to be on the Connect or Unlimited plans to use our Routing features.
Route Optimization 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 Route Optimization, you can create your own route, or have Jobber optimize the route automatically and customize it as you need.
Enabling the Route Optimization
To enable the Route Optimization, go into the Gear icon > Settings > Route Optimization. On this page select Turn On Route Optimization.
Using Route Optimization
You can choose to automatically optimize your route, or 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 the property on the map or in the list that you want to start at, then click Start Routing From Here. This allows you to click on the properties in the order that you would like to have them listed for your route. You can choose this order by selecting the visits from on 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
You can make changes to your Route Optimization 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 insert a property at a specific point within your route, click onto the property listed directly above where you would like to start. From the pop up, click 'Insert at this Point'. You can then select the property to have it inserted at this point. If there are multiple properties to enter in, click onto them in the order in which you want them 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 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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