WEBVTT

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A recurring assignment generates dated service visits.

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Update it for lasting changes to a customer's plan.

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For a single day's cover, change the dated stop on Schedule instead.

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Open Route Management, then Route Assignments.

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Find the property and open its three-dot menu.

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The customer and address identify the service location you are

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changing.

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In Week view, each row is a technician and each column is a day.

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Route cells summarize the stop count, estimated workload, and

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progress.

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Use Filters when you want to narrow the schedule to particular

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technicians, job types, or statuses.

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Click a route cell to open its details.

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The panel shows the ordered visits and their status for that

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technician and date.

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This is where you review the actual day, rather than the recurring

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assignment that generated it.

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Every 3 weeks spaces visits by twenty-one days.

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Every 4 weeks uses twenty-eight days, rather than a calendar month.

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The listed dates show the intended rhythm.

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Choose Cancel to close this example without saving.

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Creating a Route covers the full setup.