Route Management

CleanEstimate Pro now treats route management as part of the main Admin > Schedule experience. The daily Ops board is where you review stop order, drive time, map coverage, and crew-by-truck assignment together.

What Counts as a Route

A route is the ordered list of jobs for one truck on one date.

For each stop, CE Pro shows:

• Stop number
• Customer and address
• Job value
• Time window
• Estimated arrival
• Estimated crew hours
• Drive minutes and miles from the previous stop
• Notes and special instructions when they exist on the job

The system uses the saved truck stop order first. If the truck does not have a saved order yet, it falls back to the built-in dispatch heuristic that groups jobs by time window and then keeps nearby work together.

Reviewing a Route

1. Open Admin > Schedule.
2. Stay on the Ops scope.
3. Choose Day.
4. Click the truck you want to review.

The selected truck becomes the active route panel. The map on the right now uses the live Google Maps surface with numbered pins, route polylines, and saved stop timing for that truck-day.

Reordering Stops

You can reorder a route in three ways:

1. Drag a stop card higher or lower in the selected truck's stop list.
2. Use the up/down controls on the stop card for small adjustments.
3. Click Optimize Route to rebuild the order from the current truck-day jobs.

When the day board finds a likely improvement, it shows a Routing Suggestions card. Accepting a suggestion moves the job to the proposed truck and then re-saves the affected route timing.

When a route does not have a saved shop origin yet, optimization now keeps the first visible stop fixed and reorders the remaining stops around it. That avoids route jumps where the dispatcher's starting stop unexpectedly changes just because the yard location is still blank.

Bulk-Created Routes

The Bulk Schedule workspace can create route stops at the same time it creates jobs.

Choose Jobs + Route Stops when:

• every selected row belongs on a truck now
• every routed row is a single-day job
• you want the initial stop order to match the batch grid order

CleanEstimate Pro groups those new jobs by scheduled date + truck, appends the new stops after any existing saved route positions for that truck-day, and keeps the sequence from the bulk review grid.

Use this when a new commercial contract adds many same-day properties to one truck and you need a starting route immediately.

Unassigned Work

The Unassigned Jobs panel is route-aware.

It helps dispatchers:

• See estimated hours before assigning the job
• Open the job detail sheet for more context
• Send the job directly to the best-fit truck from the daily board

Crew Notes and Solo Days

Use Edit Crew from the selected truck to set:

• Crew lead
• Technician
• Solo route toggle
• Day-specific notes

These details show up in both the daily route panel and the weekly planning grid.

Warnings

Route warnings surface directly on the stop list and truck summary cards.

Common warnings include:

• Late arrival risk
• Drive-heavy routing
• Capacity pressure
• Trucks with no assigned crew
• Solo-day load pressure

Related Guides

• Read Schedule and Dispatch for the full board overview.
• Configure shop address, truck capacity, and route defaults in Schedule & Dispatch Settings.