WEBVTT

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A route assignment tells Pool Runs which property to service, who

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will service it, and how often.

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Let's create one recurring stop, then look at building a whole day.

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Before you start, add the customer, their property, and at least one

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body of water.

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Your technician should already be on staff.

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Open Routes, click Add Route, then choose Add Single Route.

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Search for the property by customer name or address, and select the

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right location.

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Then choose the technician who will handle the recurring service.

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These choices connect the stop to the right customer and staff member.

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Choose the water features this visit should include.

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Select All Water Features covers every active pool and spa at the

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property.

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For a more specific visit, choose individual features instead.

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Set the service day and frequency.

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Weekly repeats every week.

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Bi-weekly repeats every two weeks, and the other options repeat every

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three or four weeks.

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For this example, we'll schedule weekly service on Monday.

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Default Start Time sets the scheduled start time for this stop.

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Preferred Time Window records when the customer expects a visit.

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Choose Morning for a morning arrival window.

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Route Position controls where this stop sits in the technician's day;

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leave it at the end or choose a position.

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Choose when the assignment becomes active.

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Leave End Date empty for ongoing service, or set a date for a limited

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season.

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Check the Schedule Preview before saving.

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The listed dates should match the weekday and frequency you intended.

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Click Create Assignment.

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The form closes and the new recurring assignment appears in Routes.

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Check the property, technician, day, and cadence.

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If a property already has an assignment on the same day, resolve that

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existing assignment before creating another.

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For several properties, open Add Route and choose Build Multiple Routes.

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The Route Builder keeps the recurring stop list and map visible together.

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Choose a technician and day first.

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You are now working on that specific recurring route.

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Under Options, set the service frequency and preferred time for the

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next properties you add.

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These defaults do not change existing stops.

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Search in Add Property, then select the location.

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It saves as a numbered stop with a matching map pin.

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Check the new card to confirm the customer, location, and service

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settings.

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Drag a stop's handle to adjust the order.

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Pool Runs saves the new sequence and updates future generated stops

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to match.

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Check the numbered list after the move, and review any customer time

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windows.

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Optimize Route can also help you preview a shorter drive.

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That's the route setup: choose the property and technician, set the

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schedule, review the dates, and save.

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Use Route Builder when you want to arrange several stops together.