Recurring Routes Guide – Create Master Routes And Recurring Schedules

Efficient route planning is essential for enterprise businesses managing recurring deliveries, pickups, and service visits. Route4Me’s Recurring Routes feature streamlines planning with Master Route Templates. You can create routes that inherit the same destinations, customer details, timing, and other parameters as the Master. By automating scheduling, you’ll reduce repetitive planning, simplify operations, and minimize missed or delayed visits. Learn more in this guide.

Create And Manage Recurring Schedules Based On Master Routes

To create a Recurring Schedule, you need a Master Route to use as a template.

You can plan a new route or use an existing one as a Master Route. To set up an existing route as a Master Route, use the Routes List, Routes Map, or Routes Editor.

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

Open Your Routes List

Create A Recurring Route Schedule

Next, use the Recurring Routes Schedule Editor to configure a Recurring Schedule. Complete all fields in the Editor Panel, then click the “Create Schedule” button to finalize. For help completing each field, see the table below.

NOTE: Use the Schedule Preview to see all dates on which Recurring Routes are scheduled, planned, and blacklisted.

• Dark-Blue dates are used in already created Recurring Routes.
• Light-Blue dates are dates on which Recurring Routes are scheduled.
• Red dates are blacklisted and won’t be used in Recurring Route Schedules to plan Recurring Routes.

When you are creating Schedule rules, you can define how frequently a rule should be repeated.

To illustrate, you can, for instance, specify that a Schedule should be repeated every 3 months on certain dates. This Schedule will commence from the Start Date that you specify.

Manage Recurring Route Schedules

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

From this page, you can also make edits or delete a Recurring Schedule. To edit a Recurring Schedule, click the corresponding “Edit Schedule” button. You’ll be redirected to the Recurring Routes Schedule Editor.

To edit a User or Vehicle, hover over the field, and click the Pencil Icon to make your modification.

Open Your Recurring Routes 

Manage Master Routes – Modify Or Delete Your Recurring Route Templates

To edit a Master Route, click the Down Arrow button, then “Edit Route“. You’ll be redirected to your Route Editor where you can add or remove destinations, change the visitation sequence, and make other edits.

After making your edits, close the Route Editor and return to the Recurring Route page. Any changes you’ve made to a Master Route will be automatically reflected in it associated Recurring Routes.

To delete a Master Route, click the Down Arrow Button and click “Delete“. NOTE: When deleting a Master Route, any already created Recurring Routes will remain as is. However, no new Recurring Routes will be created.

Manage Recurring Routes – Make Modifications From Your Routes List

From your Routes List, you can view all Recurring Routes. To find a specific Recurring Route, search for it by its Master Route name.

If you have a large number of Recurring Routes, you can expedite your search for a specific Route by using the search field or by adjusting your “Filters“, “Group By“, and/or “Created Date” options.

To edit a Recurring Route, click the Down Arrow button and select “Edit Route“. NOTE: When you edit an individual Recurring Route, no changes are made to its associated Master Route or to other Recurring Routes.

The following table outlines which data fields are transferred from the Master Route to the Recurring Route during route creation.