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 with a day summary, a multi-technician map, and a Gantt-style calendar. 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.
View routes and stops
When routes exist for the selected date, the daily view displays:
A day summary with route counts and status
A multi-technician map showing route geometry across all technicians
A Gantt-style calendar showing stops and breaks for each technician
Click on a stop to open the customer record. The map displays route paths when stops have geocoded addresses.
Filter by technician
When multiple technicians have routes on the same day, filter the view to a single technician. Click Clear tech filter to remove the filter and see all technicians again.
Reorder stops and move between technicians
Drag and drop stops to reorder them within a technician's route. You can also drag stops between technicians to reassign work. Insert breaks by clicking Insert break in the calendar.
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
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.
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 notes inline and save them
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.
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.