Creating Your First Job

A job in RoutePilot is a specific scheduled visit to a customer's service location. Jobs are what appear on the dispatch board and what technicians see on their mobile app.

Creating a Job

1. Go to Dispatch in the main navigation
2. Click New Job (or navigate to the customer record and click Schedule Job)
3. Fill in the job details:
   • Customer — search for an existing customer
   • Service location — select from the customer's saved locations
   • Scheduled date — the day you want the job to occur
   • Estimated duration — how long the job is expected to take
   • Service type — what type of work is being performed
4. Click Save

The job will appear in the Unassigned Queue on the dispatch board.

Assigning to a Technician

From the dispatch board:

1. Find the job in the Unassigned Queue on the right side
2. Drag it onto a technician's column, or click the job and select Assign Technician
3. Choose the date and technician
4. The job moves to the technician's route for that day

Confirming the Route

Once jobs are assigned, you can:

• Reorder stops by dragging them within a technician's column
• Optimize the route order automatically (see Route Optimization)
• Send confirmation to the customer (see Customer Communications)

What Technicians See

Once assigned, the technician will see the job in their mobile app under Today's Stops. They will see:

• Customer name and service address
• Scheduled time (if set)
• Any notes from the customer record or service location
• The estimated duration

Next Steps

• Dispatching Technicians
• Updating Job Status — what technicians do on-site