Create And Manage Recurring Route Schedules

Recurring schedules help you automate route planning so routes can be generated on a regular basis without starting from scratch each time. This makes it easier to maintain consistent routing patterns while reducing manual setup. In this guide, you’ll learn how to set up and manage recurring schedules within Route4Me. You’ll also see how to adjust and update them as your planning needs change over time.

Create A Recurring Schedule Based On A Master Route

To create a Recurring Schedule, you first need a Master Route, which serves as the template that your Recurring Routes will be built from. You can either plan a new route or use an existing one and designate it as your Master Route.

If you’re working with an existing route, you can set it as a Master Route directly from the Routes List or Route Editor. Once it’s set, it can be reused to generate Recurring Schedules.

Access The Schedule Editor – Configure Your Recurring Schedule

To use your Routes List, go to “Dynamic Routing” > “Routes” from the Navigation Menu. Then, click the Down Arrow next to a route and select “Create Recurring Route” to use it as a Master Route.

Open Your Routes List

You’ll be redirected to the Recurring Routes Schedule Editor, where you can configure your Recurring Schedule.

To begin, complete the fields in the “General” section:

• Master Route Name: The Master Route automatically inherits the name of the template route, but you can rename it if needed.
• Assign User: Select a driver or field team member for the recurring schedule. This user will be automatically assigned to all routes generated from this schedule.
• Assign Vehicle: Choose a vehicle for the recurring schedule. This vehicle will be automatically assigned to every route created from the schedule.

Create Recurring Route Rules – Control When Routes Repeat

Next, create a Schedule Rule by completing the fields in the “Schedule” section:

• Date Range: Set start and end dates. You can enable “Repeat Forever” if you don’t want the schedule to end.
  You can add multiple Date Range rules to the same schedule to support different recurring patterns or seasonal schedule changes.
• Repeat Frequency: Choose how often Recurring Routes should be generated: daily, weekly, monthly, or annually.
• Repeat Settings: Define the interval for the selected frequency, such as every day, every 2 days, every week, or every 3 months.

Click “Save“, and the rule will appear in the Recurring Routes Schedule Editor. From there, you can use the Toggle Button to activate or deactivate the rule, click the Pencil Icon to edit it, or click the Delete Icon to remove it.

The Schedule Preview highlights in light blue all dates when recurring routes will be generated.

To add exceptions to your schedule rules, select any dates you want to exclude from the Recurring Schedule. Recurring Routes will not be generated on these dates. You can add multiple exception dates, which will appear in red in the Schedule Preview.

Exceptions make it easy to skip routes on holidays, seasonal dates, or other non-working days without creating a separate schedule. You can also use the toggle to temporarily deactivate an exception, or click the Trash Icon to permanently delete it.

Lastly, specify how many days in advance Recurring Routes should be generated from this schedule, then click “Create Schedule” to finalize it.

NOTE: Dark blue dates in the Schedule Preview indicate Recurring Routes that have already been created, helping you quickly see which dates are already scheduled.

Manage Recurring Route Schedules – View, Filter, And Edit Schedules

View Recurring Schedules – Filter And Refine Results

You can view all of your Recurring Schedules on the Recurring Routes page.

Route4Me provides filters and grouping options to help you refine which Recurring Schedules appear on this page. You can also use the “Created At” calendar to filter schedules by their creation date. See table below for an overview of all filters.

Open Your Recurring Routes

Customize Data Display Columns – Adjust And Reorder Data Table Layout

You can also customize the data columns displayed on your Recurring Routes page. To do this, click the Display Columns Icon in the upper-right corner, then select the checkboxes for the columns you want to show.

Drag and drop column names to reorder them in your data table. Once you’re done, click “Apply” to save your changes. See the table below for a full overview of all available data columns.

Edit Recurring Schedules – Update Schedule Details

From this page, you can also edit existing Recurring Schedules. Click “Edit Schedule” to open the Recurring Routes Schedule Editor where you can make changes.

To update an assigned User, Vehicle, or Facility, hover over the relevant field, then click the Pencil Icon to edit it.