Route Planner Settings

In this article:

Route Planner Settings

Route Planner Settings Video

Route Planner Settings

Navigate toSetup > Account Settings > Search Account Settings 
Search: "Route Planner"

Setting	Description
Enable pickup jobs	Toggle Yes if you have jobs where the customer comes to pickup at a single location, like retail sales. This will make entering these Jobs easier and will remove them from the Route Planner.
Include capacities in the route planner?	Toggle Yes if you have configured users to be included in the Route Planner and to have a set capacity for their routes. This feature will display on the Route Planner so that you can avoid overbooking your routes.
Require all jobs to be scheduled when created?	Toggle Yes if you want to always require that the user schedules the job when it is first being entered into SingleOps. If this is 1, and you unschedule a visit via the Route Planner, the Visit will still be scheduled on the previously selected day.
My Day Starts At	Select the start time for the Calendar and Route Planner.
My Day Ends At	Select the stop time for the Calendar and Route Planner.
Item-based icons / days since the last visit	On the Route Planner, instead of item-based icons, show the days since the last visit for the given job / job series.
Require an operation filter before opening route planner	Toggle Yes if you would like to require the route planner to have an operation filter present before loading.
Enable Route Planner	Toggle Yes to turn on the Route Planner feature.

Route Planner Settings Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.