Route Sheets

1 min read Planning the day
On this page
  1. What are route sheets?
  2. What information do they include?
  3. How to use route sheets
  4. Accessing route sheets

What are route sheets?

Route sheets in enrutar are summary documents that group all the Appointments assigned to a specific route on a given day. They provide a quick overview of the day's workload for a particular route.

What information do they include?

A route sheet typically includes:

  • The route name
  • The date
  • All appointments scheduled for that route on that day
  • Customer information for each appointment
  • Addresses and contact details
  • Appointment times

How to use route sheets

Route sheets are useful for:

  • Planning: reviewing the day's work before starting.
  • Printing: having a physical copy of the day's schedule.
  • Coordination: sharing the day's plan with team members.

Accessing route sheets

Route sheets can be generated from the Calendar or route management screens, filtering by a specific route and date.

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Appointments Appointments (also called visits) are scheduled events within a work order where one or more field operators perform the actual work for a customer.… Routes Routes in enrutar are used to organize Appointments into logical groups. Generally, all appointments assigned to the same route on the same day form a…