Schedule & routing

Cool Route splits when people work (Schedule) from drive order (Today’s route).

Schedule board

Open Schedule. You can switch week and day, jump dates, and (as owner/admin) filter by technician.

• Scheduled jobs appear on the board with time, customer, and assignee.
• Unscheduled jobs sit to the side until you give them a time and tech.

Technicians only see their load. Owners and senior techs can see the company.

TODO: document drag-and-drop vs edit-job as the supported way to reschedule if the board behavior is still changing.

Assigning work

From Jobs or a job page, set:

• Assigned technician
• Date and time (scheduled at)
• Urgency (standard, same-day, emergency, and so on)

Same-day and emergency jobs still need a real time if you want them on the route.

Company depot

On Team, set the shop / warehouse depot address. Routing uses it as the start of the day. Geocoding requires a network. If the depot is blank, stop order may be weaker or unavailable — TODO: confirm the exact empty-depot message.

Today’s route

Open Today’s route (/dashboard/route) to order one technician’s stops for a date.

• Owners can pick which technician.
• Cool Route can optimize order; opening Google Maps directions needs a network and a device with Maps.
• Google limits how many waypoints fit in one directions link. Very long days may need a second map open. TODO: document the cap in-product if we surface it.

Routing is an aid, not a guaranteed ETAs product. Weather, parts runs, and callbacks still belong to the dispatcher.