How-To GuideBeginner4 min read

Step-by-Step: Using the Route Planner for Multiple Jobs

Plan the most efficient driving route for multiple appointments in Local Business Pro.

Quick Answer: Open the Calendar, click the Route or map icon, select a date with multiple appointments, and the system calculates the optimal driving order. Review and adjust, then export to your maps app.

Why Use Route Planning

Efficient routes save time and fuel. Instead of criss-crossing town, the route planner groups nearby appointments and calculates the most logical order.

Step-by-Step Guide

  1. Navigate to Operations > Calendar
  2. Select a date with multiple appointments
  3. Click the Route or map icon button
  4. The system loads all appointments for that day
  5. View the calculated optimal route
  6. See estimated drive times between stops
  7. Drag to reorder if you need to adjust
  8. Click Open in Maps to navigate

Route Planning Tips

  • Plan routes the night before for next-day efficiency
  • Account for traffic patterns in your area
  • Adjust for customer time preferences the system doesn't know
  • Include buffer time for longer-than-expected jobs

Frequently Asked Questions

Q: Does route planning account for appointment times?
A: Yes, it respects scheduled times while optimizing the route between flexible windows.

Q: Can I share routes with my team?
A: Export the route to a maps app and share the link with technicians.

Tags:

route-plannermultiple-jobsefficiencycalendardriving

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Last updated: February 1, 2025