Add Customers to a Route Plan

Add customers to an in-progress or upcoming route plan.

  1. Tap the more icon and select the Route plans option in the navigation drawer.
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  2. Tap a route plan.
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    Switch to TODAY'S/FUTURE tab, or change sort order to locate the right route plan.
  3. Optional: Tap the Add Customers baseline person add black 48dp icon located at the bottom of the page.
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    Visibility of this icon depends on how your account has been configured.
  4. Optional: Locate the customers you would like to select using Search baseline search black 48dp, Filter baseline filter alt black 48dp, and Sort baseline more vert black 48dp options.
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  5. Optional: Create one or more customers using add button baseline add circle outline black 48dp at the bottom right corner.
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  6. Select one or more checkboxes on the customers list.
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  7. Tap the baseline done black 48dp Accept option.
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