Create a Service Route

This is where you will set up the information so that Evosus can create the most efficient routes possible for your techs.

• Routes are comprised of one or more quadrants. Routes allow for more effective scheduling because they allow you to group your Quadrants at a high level, rather than relying solely on Quadrants. Routes will appear anywhere a Quadrant will appear as long as the Quadrant is associated with a specific Route.

Example: NE Portland is comprised of multiple zip codes. You can break these zip codes out into separate Quadrants. This will allow you to schedule a service tech in a specific quadrant on a specific day; however, if you need to see what is scheduled in ALL of NE Portland for a specific day, then you would add each Quadrant in NE Portland into a Route called NE Portland. See setup below:

Quadrants Setup
(Add all the zip codes that are included in each Quadrant)

Create a Service Route

1. Open the Routes tab (Administration > Service and Delivery > General Setup > Routes)

2. Click Add. The Service Route screen appears.

3. Name - Input the name of the route. For example, Route 1.

4. Associated Quadrants - Select the quadrants in the route.

5. Click OK when complete.

6. Test the new route.

• Open the Customer tab of the main menu.

• Select Post Code in the Select Search Option section.

• Input a postal code inside the new route and click Click here to search. The customers in that postal code will appear in the search results.

• Click on a customer in the search results. The Profile tab at the top of the screen will populate with the customer information. This information will include the route number.

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