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            Plan Routes with DreamzCMMS Mobile App

            Help Center › DreamzFSM - Field Service Management › Lesson 6 - Technician App › Plan Routes with DreamzCMMS Mobile App

            Plan Routes with DreamzCMMS Mobile App


            The Mobile Route Management feature in the DreamzCMMS mobile application allows technicians to create and manage routes directly from their phones. Users can set a route name, define start and end locations, and attach one or multiple jobs.


            Overview


            Routes can be started from the route list, and each job follows a clear status flow: Open (Red), In Progress (Yellow), and Completed (Green). Technicians can add notes, capture signatures, attach files, and select completion codes before closing jobs. Once all jobs are completed, the route can be closed. This feature ensures structured route execution, real-time status tracking, and complete job documentation in the field.


            Here is a reference video:


            Training Manual Steps


            Step 1 – Open the Mobile Application


            Launch the DreamzCMMS mobile app. The default screen will display the Jobs / Work Orders page.


            Step 2 – Access Route Map


            Tap on the Location icon at the top of the screen. You will be redirected to the Work Orders on Map page where routes can be viewed.


            Step 3 – Create a New Route


            Tap the Pencil icon at the top to begin creating a new route. Fill in the following details:


            • Enter the Route Name (you may keep the default or edit it).
            • Select the Start Location.
            • Select the End Location.


            Step 4 – Add Jobs to the Route


            Tap the Plus (+) icon to open the job list. From here:


            • Select one or multiple jobs.
            • Tap Done to attach the job(s) to the route.
            • If needed, remove a job by tapping the Delete icon next to it.


            Step 5 – Save the Route


            After adding all required details, tap Create. The route will be saved successfully.


            Step 6 – View and Edit Routes


            Tap the Route List icon next to the pencil icon to view all created routes. From this screen:


            • View all created routes with their start/end locations and job count.
            • Tap the Edit icon to modify route details if required.


            Step 7 – Start the Route


            Tap the Right Arrow icon next to the route and confirm by selecting Yes. The route status will change to active.


            Step 8 – Start a Job


            Tap Start on the assigned job and add a Start Note (example: Job started). The job status will change from Red (Open) to Yellow (In Progress).


            Step 9 – Complete the Job


            Once the job is done, complete the following actions to close it:


            • Tap Complete.
            • Capture Signature.
            • Add a Status Note (example: Job done).
            • Attach files or a checklist if required.
            • Select the appropriate Completion Code.
            • Add problem, root cause, and solution details if necessary.
            • Tap Save and Close. The job status will change to Green (Completed).


            Step 10 – Close the Route


            Go back to the Route List, tap the Stop button next to the active route, and confirm by selecting Yes. The route will be marked as Completed.


            Tips for Using Route Management on Mobile


            • Always set a clear Route Name and define accurate Start and End Locations when creating a route to ensure smooth navigation throughout the day.
            • Add all required jobs to the route before tapping Create to avoid needing to edit the route later, which can cause delays in the field.
            • Use the job status colours — Red (Open), Yellow (In Progress), and Green (Completed) — to quickly track your progress across all jobs in the route at a glance.
            • Always capture a signature, attach relevant files, and select the correct Completion Code before closing a job to ensure accurate documentation for each service visit.
            • Once all jobs are completed, remember to tap the Stop button on the Route List to officially close the route and update its status to Completed.


            Frequently Asked Questions


            How do I create a new route in the mobile app?
            Tap the Location icon on the Jobs / Work Orders page to access the Work Orders on Map screen, then tap the Pencil icon to create a new route. Enter the Route Name, select the Start and End Locations, add the required jobs, and tap Create to save the route.


            Can I add multiple jobs to a single route?
            Yes. When adding jobs to a route, tap the Plus (+) icon to open the job list and select one or multiple jobs. Tap Done to attach all selected jobs to the route.


            What do the job status colours mean?
            Each job in a route follows a clear status flow: Red indicates the job is Open, Yellow means the job is In Progress, and Green indicates the job has been Completed.


            What information do I need to provide when completing a job?
            To complete a job, tap Complete and then capture a signature, add a status note, attach any required files or checklists, select the appropriate completion code, and add problem, root cause, and solution details if needed. Tap Save and Close to finalise.


            How do I close a route once all jobs are done?
            Go back to the Route List, tap the Stop button next to the active route, and confirm by selecting Yes. The route will be marked as Completed.


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