Help Center

Routes

What are 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 block that will be carried out by the same operator or group of operators.

Why use routes?

Routes are useful for planning workdays before assigning specific operators. You know which route it is, but you may not yet know who will do it. This gives you flexibility in organizing your field operations.

Creating routes

To manage routes, go to Settings > Routes. From here you can:

Create new routes with a name.
Edit existing routes.
Delete routes you no longer need.

Assigning appointments to routes

When creating or editing an appointment, you can select the route it belongs to. This allows you to group appointments geographically, by type of work, or by any other criteria that suits your operations.

Examples of route organization

By type of work:

Inspections 1
Inspections 2
Jobs 1
Jobs 2

By geographical area:

North Madrid
South Madrid
East Madrid
West Madrid

By vehicle:

Van 1
Van 2
Van 3

Routes in the Calendar

Routes serve as a filter in the Calendar and timeline views, making it easy to see all appointments for a specific route on a given day.

Routes in My Workday

If an operator's appointments for the day belong to a route, the My Workday screen will show the start and end points and can open Google Maps with directions for the entire route.

Routes are not required to work with enrutar. You can work without them by simply assigning operators directly to appointments. Routes simply add an extra layer of organization.