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RatFinder's avatar
RatFinder
Contributor 2
3 months ago
Solved

Routing

I run a pest control company, i only have 75 monthly maintenance customers, I only take on a certain type of client.  I'm having trouble with routing the customers, I want to take the 75 clients and ...
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  • jade's avatar
    jade
    3 months ago

    Hey there! Thank you for bringing this to the community!

    Routing can be difficult to set up, but once it is tailored to your needs, it will save you a lot of time in the long run! I am happy to help you with this, but due to the complexity, I think it would be best to give our Success Team a call 888-721-1115 ext 1. 

    That being said, routing can be divided into two parts—your Master Route and Daily Route. The Master Route focuses on all properties, where you can organize your 75 maintenance clients, and the Daily Route is designed to help you route visits for a certain day (let's say 4-6). To focus on routing your maintenance customers, I suggest adding the word "maintenance" in the visit title to keep them separate and organized! 

    For more information on using the Master Route - check out this article. 
    For the daily route and the updates to routing - check out this article. 

    I am so sorry that you spent 5 hours fixing your routing in Jobber. Our Success Team is equipped to make this a smoother experience for you! 

jade's avatar
jade
Jobber Support Team
3 months ago

Hey there! Thank you for bringing this to the community!

Routing can be difficult to set up, but once it is tailored to your needs, it will save you a lot of time in the long run! I am happy to help you with this, but due to the complexity, I think it would be best to give our Success Team a call 888-721-1115 ext 1. 

That being said, routing can be divided into two parts—your Master Route and Daily Route. The Master Route focuses on all properties, where you can organize your 75 maintenance clients, and the Daily Route is designed to help you route visits for a certain day (let's say 4-6). To focus on routing your maintenance customers, I suggest adding the word "maintenance" in the visit title to keep them separate and organized! 

For more information on using the Master Route - check out this article. 
For the daily route and the updates to routing - check out this article. 

I am so sorry that you spent 5 hours fixing your routing in Jobber. Our Success Team is equipped to make this a smoother experience for you!