Method Community

Hi there,

I am wondering if anyone can help me determine how the  Routing works in the system.  We are wanting to sort our  Route List for a specific date range by the customer's address as the services we provide on a daily and weekly basis are done by street and also in a specific address order on that street.

If anyone can help with this it would be greatly appreciated!

Tammy

Tammy,

I make our route lists up by selecting the desired properties for the week and print it out. Then I give that to the person doing the work and say, this is good for one week.

I do think there is a addon here somewhere that will map out the properties in the correct order so there is no over lapping going on.  I am not sure about it but just saying.

JM

Hey there,

Maybe I should clarify a bit.  When I look at the Work Orders List, the columns I am able to choose from to display on that screen does not show me the customer address or anything that will allow me to group them together in order to select the desired propertes based on a criteria.  I can see the Route column, but where does this information come from?  How do I add a customer to a specific route so that when I look at this list I can at least select using that criteria?

Does that make sense?

Tammy

Tammy,

If you customize the grid on the FieldService_WorkOrderList screen you can add the ShipAddressAddr2 column and use that to sort/filter as needed based on the address. When you create or edit a work order you can set the Route under the Additional Settings tab.

-Michael 

Hey Michael,

I see the Route under the Additional Settings tab, but where do the items for this drop-down get added?  I can't seem to find it anywhere because then I could use that as my sort/filter critieria to generate my Route List.

Thanks.

Tammy,

If you click on the Route drop down list you should see an option to <Add New> you can also click on the ... button next to the drop down arrow. Either of those options should allow you to add new entries.

-Michael