Dispatch & Routing

Route planning, saved routes, territories, crews, and live maps.

Dispatch is the day-of board. Start on Assign Work, then use Assign the Day's Work to put people on jobs and order the route. Search, Crew, Show, and Filters match Filter and Share a List.

When a day is overloaded or past-due work has piled up, Optimize the Schedule moves jobs to dates with room without touching who is assigned.

For the week rather than the day, Put a Route on the Calendar reads your set routes as a calendar on Schedule — one row per route — so you can book a day, move a rained-out run, or turn a one-off into a weekly pattern.

Dispatch → Saved Routes can create a route by hand with More → New Route — you do not have to run Build Routes first. Set Up a Saved Route covers service days, Visit days on Auto, and pressing Create N routes on the Route Builder Commit step. When a customer signs, Add New Customers to Existing Routes puts their site on a route that already passes the door, counting capacity as each one lands — so you only build a new route for what genuinely does not fit.

Once a book exists, Review My Routes with Soliven reads it and lists the sites on the wrong route, the contracted sites with no route, and the days over capacity, then applies the changes you select and undoes them from the same screen.

Before a season starts, See Who Has Signed Up on a Route shows each stop's customer as Signed up, Quote out, or Not signed up for the season you pick, so you can chase renewals route by route.