View, Build, and Manage Routes (Web)

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


Step-by-step instructions . . .

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Here’s how to use the key features of the route dashboard on the web. It duplicates everything you see on the app, but with even more features. We’ll go section by section on the screen to demonstrate what you can do.

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The current week’s calendar scrolls along the top. You can select a day to view, going back or forward to different weeks, or choose Today to revert back to the current day. There’s also a calendar that lets you jump to whatever day you want, as far forward or back as you want. Once you’re on the day you want, you can click each tech’s name and see their routes for that day.

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If you’re viewing a past day, you can see details for the stops that were completed. Click the Info button for each finished stop, and you’ll see exactly what you would see in the service history screen. That includes tabs for all bodies of water. If pictures were attached to the email, you’ll see them here as well.

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Here’s a really cool feature that we hope you’ll use. When you’re tracking changes to routes, or tracking your tech’s progress through the day, you don’t want to hit the browser refresh button. That’s going to refresh the whole browser page and make the whole thing reload. Instead, we have a REFRESH button right here next to the calendar. When you click our Refresh button, it won’t make the whole page and the whole screen reload. Instead it will update the information that has been uploaded to the cloud and you’ll see those updates right on the screen. For instance, look at today’s route and you’ll see some stops are not yet completed. Working on my phone app, I’ll Finish the stop, then click the Refresh button here on the web . . . and there you see my work has uploaded to the cloud. You can click Info and see all the work that was done. You’ll find this Refresh button very helpful throughout the day.

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Here’s another thing you might see. Note that when I hover over a customer, instead of being able to choose Info, I get a note that says No Info. There’s nothing to click or view. This means you’re either looking at something in the future when nothing has been created or recorded, or this route was not started by the tech on their phone, which means no information was uploaded to the cloud. If you want to see information, at minimum, the tech needs to have started that route. The exception will be work orders, which you can always click into and view, and will always at least have information from the work order type you used to create it.

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Now let’s access more features by clicking the three dots next to a tech’s name. The first option allows us to move customers to a new service day. When you select that option, the move box will show you all the customers that are not yet finished. You can choose any or all of them to move. Note that this defaults to a one-time move, but you can choose a permanent move if you like. Then select the tech and day. Once your choices are made, all you have to do is click Save and the move will happen.

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Option two is adding a work order. Click the three dots, choose Add Work Order, and a new box will open. Start by choosing the work order type, then the customer you want to assign it to. Note that, once you choose a type and the customer, you’ll get a little note that says Route Assignment Info. Hover over that note and you’ll see basic info for that customer’s existing route assignments. Viewing this here means you don’t have to go to any other page to find this information, it’s right here for you to see. Following that, you can fill in any other information that hasn’t already populated. When you’re ready, click Save, and the new work order appears on the route.

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Now let’s use our third option and optimize a route. Click the three dots, and Optimize is the option at the bottom. In the optimize route screen, choose what you want the first and last stops to be and then click Optimize. Now you can see the route has rearranged, and you can save this as default. You can also optimize manually by dragging and dropping any route stop to the position you want.

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Now let’s look at some features that are specific to the map area. Note that when you select a route, it also changes the map portion so that you’re viewing this specific route on the map. Whatever route you’ve selected, as long as the map says Selected Route, that’s what it will show you. )Cool little feature: if you’re moving the map around, but get a little lost about where you are, just click the route again and the map will recenter itself.) Another cool map feature is the address search. Enter an address into the search bar, and the map will find it and drop a pin for it, which is great for deciding which route you want to add that address to.

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Once you’re looking at the route you want, click on any customer’s name and it will highlight them on the map. You’ll see their name, location, who’s assigned to them, and how many stops are on that day’s route.

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You can also choose to see all routes on the map for that service day. When you do, note that each route is color coded by tech. When you’re viewing All Routes, also note that new features appear by the tech’s name on the left side of the screen. Their color code is there, and you can click the three dots and choose the option to change their color code. This makes it easy to tell the routes apart for each tech. So, as you’ve seen, there’s a lot you can do on this screen. It’s a great way to view and manage your techs’ routes right here on the web.

(480) 718-2158

support@getskimmer.com