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 split them in to daily groups, 4-6 per day, but the problem im having is seeing all the customers on the map at the same time without a bunch of other customers that are not monthly maintenance customers, it would be great if I could just see the maintenance customers and then select the groups closes to each other. the other night i spent 5 hours figuring out the routing, i'm only talking 70 customers, if I had the normal amount of maintenance customers like 500 - 1000, I would not be able to use Jobber. Is there a workaround for this! Please jobber fix this, if not at some point Im gonna have to find another crm and I really like jobber
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!
