Add Customers to a Route Plan

Add customers to an in-progress or upcoming route plan.

  1. Tap the more icon and select the Route plans option in the navigation drawer.
  2. Tap a route plan.
    Switch to TODAY'S/FUTURE tab, or change sort order to locate the right route plan.
  3. Optional: Tap the Add Customers icon located at the bottom of the page.

    Visibility of this icon depends on how your account has been configured.
  4. Optional: Locate the customers you would like to select using Search , Filter , and Sort options.
  5. Optional: Create one or more customers using add button at the bottom right corner.
  6. Select one or more checkboxes on the customers list.

  7. Tap the Accept option.