Add a New Route Assignment (App)

To learn how to add a new route assignment directly to the Skimmer app, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

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Step-by-step instructions . . .

1
In Customers tab, find the customer you’d like to add a route assignment for, and select them.

2
At the bottom of the screen, you'll find the Route Assignments section. Tap Add.

3
You'll see a new screen appear, which allows you to set up details of this new stop. First, choose the tech to assign.

4
Tap the name of the tech you want assigned to this stop.

5
Next, tap Day of Week to bring up a new menu. Choose the desired day of your new route stop.

6
Then choose either a weekly or bi-weekly frequency.

7
Now you can see the setup so far. Since we chose Friday, Skimmer has set this upcoming Friday as the first visit for this route stop.

8
You can also choose a Stop After date if this is a temporary job. Following that, tapping Skip Weeks will allow you to choose specific weeks not to visit this customer if you wish.

9
If you're happy with your settings, tap Save.

10
Now you can see the result–this customer has a route stop assigned to them, and you’re ready to go!

(480) 718-2158

support@getskimmer.com