Routes
Routes is your dispatch and scheduling hub for managing pool service routes. Use the Daily Routes tab to manage today's routes and make day-of adjustments. Use the Recurring Templates tab to build weekly route templates that auto-generate routes each week for your technicians.
The Routes feature handles the full lifecycle of route management: planning, assigning technicians, optimizing stop order, dispatching technicians, and tracking execution through completion.
Daily Routes tab
The Daily Routes tab shows routes for a selected date in a three-panel layout: a technician rail on the left, a stop list in the middle, and a map on the right. This is where dispatchers and office staff manage routes for the current day or plan ahead.
Navigate between days
Use the date navigator with previous and next day buttons to move through dates. Click Today to jump back to the current date.
Three-panel layout
When routes exist for the selected date, the daily view displays a day summary, a route filter, and three panels:
Technician rail (left) — Lists each technician with a route for the day. Click a technician card to select them and load their stops in the stop list. Each card includes a Route actions menu with Edit route and Move route.
Stop list (middle) — Shows the stops for the selected technician in order. Each stop displays its status, customer name, and address. When no technician is selected, the panel shows Select a technician to see their stops. When the selected technician's route has no stops, it shows No stops on this route.
Map (right) — Plots all routes with colored polylines and numbered pins per technician. When a technician is selected, the map focuses on their route. A Map scope control above the map lets you adjust the view.
Select a technician and view stops
Click a technician card in the left panel to load their stops in the stop list and focus the map on their route. Double-click a stop in the stop list to open the customer record.
Filter routes
Use the route filter to narrow the view by technician, customer, or address. When the filter returns no results, the page shows No routes match your filter with the message Try a different technician, customer, or address.
Reorder stops and move between technicians
Drag stops within the stop list to reorder them for the selected technician. Drag a stop onto a different technician's card in the left panel to reassign it to that technician. Insert breaks by clicking Insert break in the stop list. Break rows have a Remove break action.
Per-stop actions
Each stop in the stop list offers actions depending on its state, including skip, move, and edit note. A Re-optimizing route… overlay appears on the stop list while the system recalculates stop order.
Move a route or selected stops
Use Move route when work needs a different technician or day without rebuilding stops by hand:
Open the Route actions menu on the technician card and choose Move route.
Select which stops to move. Only stops in Scheduled status can move; other statuses stay locked on the original route.
Optionally check Move all stops for this route when every movable stop should go together.
Choose the destination day under Move to day.
Choose how the technician is selected: Yes — specify technician to pick the destination technician yourself, or No — find the best fit so Tide recommends a technician who already has a route on that day.
Confirm the move.
If no other technician has a route on the chosen day, best-fit asks you to pick a technician instead. If nothing on the route is still scheduled, you see that no stops can be moved.
Create a new route
Click New route to open the route creation slide-over. Select a technician from the active technicians list. Toggle Recurring route to choose between:
One-time route — This route runs only on the selected date
Recurring route — This route repeats every week on this day
Click Create route to save or Cancel to dismiss.
Empty state
When no routes exist for a selected date, the page displays No routes for this day with the helper text Create a route or navigate to another day.
Recurring Templates tab
Recurring Templates define a technician's weekly route — which properties to visit, in what order. Routes are auto-generated from templates each week, saving you from manually creating the same routes repeatedly.
Create a template
When no templates exist, the tab shows No recurring route templates yet with an explanation of how templates work. Click New template then Create manually to open the template creation slide-over.
Fill in the template details:
Technician — Select which technician this template belongs to
Day of week — Choose which day this route runs
Name (optional) — Give the template a descriptive name
Click Create template to save or Cancel to dismiss.
Edit template stops
After creating a template, click Edit stops on the template card to add properties. Search for properties or customers using the search field, then add them to the route. Reorder stops by dragging them within the list. Insert breaks as needed.
Click Done editing when you finish adjusting stops.
Manage templates
Template cards support these actions:
Pause template / Activate template — Temporarily stop or resume route generation
Edit stops / Done editing — Toggle edit mode to add, remove, or reorder stops
Delete template — Permanently remove the template
Edit a recurring template
Beyond adding and reordering stops, you can edit a recurring template's stops and breaks, rename it, or pause it. Removing a stop asks you to confirm that the property will no longer be auto-scheduled on that day. When you edit stops or breaks, the change also updates routes already stamped for today or a future date; if that sync fails, the template saves but you see a message to retry.
Move a recurring template
Use Move route on a recurring template to move it to a different technician, weekday, or both. Choose the destination technician and day; Tide previews the result before you apply it. The move is whole-or-nothing: it takes the template and any already-stamped upcoming routes and their service visits with it, refuses conflicts rather than applying part of the move, and can merge with an existing route on the target technician and day without duplicating properties already on it. A route for a new day that has already passed this week stays where it is.
Assign unassigned properties
The Needs assignment sidebar shows properties with active service plans but no weekly slot assigned. Drag properties from this sidebar onto template cards to assign them to a technician's weekly route.
When all properties are assigned, the sidebar shows All assigned with the message Every active customer has a weekly slot.
A property is only serviceable on a date once its service plan has started. When you assign a property whose plan has not begun, it is not offered for that date and shows its future start date. Route generation also skips template stops whose plan is not active on the date, including plans that have not started, ended, are paused, or are seasonally suspended. Non-active customers — including those suspended automatically for non-payment — do not have daily routes generated for them.
Route details page
Click on a route to view its details page. The page shows the route date as the heading with a status badge. Route statuses include:
Draft — Route is in planning, not yet dispatched
Optimized — Stop order has been optimized
Published — Route is visible to the assigned technician
In progress — Technician is actively executing the route
Completed — All stops are finished
Route statistics
The stats row displays route metrics:
Stops — Number of stops on the route
Distance — Total driving distance
Drive time — Estimated time spent driving
Service time — Estimated time spent at stops
Efficiency — Route efficiency score
View stops
The stop list shows each stop with its status, priority, estimated drive time, and estimated duration. For each stop, you can:
Move stops up or down to adjust order
Add one-time visit notes inline and save them (for instructions that apply only to that stop, not standing property notes)
Remove a stop from the route
Route actions
From the route details page, you can:
Execute Route / Continue Route — Open the route execution workspace
Change route status using the status dropdown
Delete the route (requires confirmation)
Change technician assignment
The sidebar shows the assigned technician with a Change action. Click Change to reassign the route to a different technician.
Add stops to a route
Click Add stop to search for properties and add them to the route. If the route has no stops, the page shows No stops yet with the prompt Add properties to build this route.
Optimize stop order
Click Optimize order to have the system reorder stops for the most efficient route based on drive time and location.
Delete a route
Click the delete icon to remove a route. A confirmation dialog shows Delete route? with a warning that the route and all stops will be permanently deleted.
Route execution
The route execution page at /routes/[id]/execute is where dispatchers can monitor route progress and technicians execute their assigned stops. This page tracks the stop-by-stop service workflow.
Start a route
Before execution begins, the page shows Ready to Start Route with a summary of stops. Click Start Route to begin execution.
If a route is already in progress, the button shows Continue Route instead.
Stop workflow states
Each stop progresses through a sequence of states. The available actions change based on the current state:
Scheduled — Stop is planned but not started. Action: On My Way (sends text) which sends an automated SMS notification to the customer
En route — Technician is traveling to the stop. Action: I've Arrived
Arrived — Technician is at the property. Action: Start Service
In progress — Technician is performing the service visit. Action: Complete Stop
Complete a stop
Completing a stop requires satisfying workflow gates:
Before Photos — Upload at least one photo using Camera or Gallery. Required before completing the stop.
Service Checklist — Complete all required checklist items. Each item shows instructions when expanded. If no checklist is defined, the page shows No checklist items defined for this service plan.
After Photos — Upload at least one photo after service. This section unlocks after completing before photos. Required before completing the stop.
Tech Notes — Add any relevant notes about the service visit. Click Save Notes to save.
Issues Found — Document any issues discovered during the visit. Click Add to log issues.
When all required items are complete, click Complete Stop to finish the stop.
Skip a stop
If a stop cannot be completed, click Skip Stop. A modal opens requiring you to select a reason and enter a note explaining why the stop was skipped. The system validates that a note is provided with the error message A note is required when skipping a stop.
Unskip a stop
If a stop was skipped by mistake, use Unskip Stop from the route execution view to put it back in play.
Finish a route
After completing or skipping all stops, click Finish Route to mark the route as completed.
Common tasks
Create a one-time route
Navigate to the Daily Routes tab
Select the date for the route
Click New route
Select a technician
Leave Recurring route toggled off
Click Create route
Add stops to the route from the route details page
Create a recurring weekly route
Navigate to the Recurring Templates tab
Click New template then Create manually
Select a technician
Choose the day of week
Optionally add a template name
Click Create template
Click Edit stops on the new template card
Search for and add properties to the route
Reorder stops as needed
Click Done editing
Assign a technician to a route
When creating a route, select the technician from the dropdown. To change technician assignment on an existing route, open the route details page and click Change next to the Technician field in the sidebar.
Skip a stop during route execution
Open the route execution page
Select the stop to skip
Click Skip Stop
Select a reason from the dropdown
Enter a note explaining why the stop was skipped
Confirm to skip the stop
Empty states
The Routes feature shows different empty states depending on context:
No routes for this day — No routes exist for the selected date. Create a route or navigate to a different day.
No recurring route templates yet — No templates have been created. Templates define weekly routes that auto-generate each week.
All assigned — Every active customer has a weekly slot in a recurring template.
No stops yet — The route has no stops. Add properties to build the route.
No before photos yet — Before photos are required to complete a stop.
No after photos yet — After photos are required to complete a stop.
Build recurring templates for your technicians' weekly routes to save time. Templates auto-generate routes each week, reducing manual route creation to exceptions and one-time visits only.