Create and Manage Job Routes

Created by Binita Goswami, Modified on Tue, 25 Nov at 10:54 PM by Binita Goswami



This tutorial guides you through creating and managing job routes within Dreamzcmms. You will learn how to plan, save, and refresh routing plans effectively.

Introduction
02
Navigate to Jobs Section

Click the Jobs menu to access job-related features.

Navigate to Jobs Section
03
Open Route Tab

Click the Route tab to begin managing routes.

Open Route Tab
04
Start New Route Plan

Click New Plan to initiate a new routing plan.

Start New Route Plan
05
Select employee from employee list

Select employee from employee list against whom the route map will be create

Select employee from employee list
06
Click on the job list for that employee

After selecting the employee select the job from the list for which the route map will be mad

Clicmon the job list for that employee
07
Fill Plan Information

Fill in the required information to complete the plan setup.

Fill Plan Information
08
Access Plan Routes Feature

Click the Plan Routes icon to begin route planning.

Access Plan Routes Feature
09
Select Start Address Field

Click the field labeled Enter Start address to specify the route's starting point.

Select Start Address Field
10
Enter Starting Location

Enter your starting location address to define where the route begins.

Enter Starting Location
11
Select End Address Field

Click the field labeled Enter End Address to specify the route's destination.

Select End Address Field
12
Enter Destination Location

Enter your destination address to define where the route ends.

Enter Destination Location
13
Choose Destination Address

Select the correct destination address from the available suggestions.

Choose Destination Address
14
Initiate Route Planning

Click the Plan button to generate the route based on the entered addresses.

Initiate Route Planning
15
Save Planned Route

Click Save Planned Route to store the generated route for future use.

Save Planned Route
16
Confirm Routing Plan Save

Click Save Routing Plan to finalize and save your routing configuration.

Confirm Routing Plan Save
17
Click edit button

Click edit icon to edit an pre listed route plan

Click edit button
18
Refresh Route Data

Click Refresh to update the route information and ensure accuracy.

Refresh Route Data
19
View Route List

Click Route List to see all saved routes and manage them accordingly.

View Route List

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