Recurring Schedule – Manage Master Routes & Recurring Schedules
Recurring Scheduling & Routing is designed for all types of first mile, middle mile, and last mile businesses who have customers with repeating schedules and recurring orders. Route4Me’s route scheduling software will allow you to automate and streamline route planning, route scheduling, and route dispatch processes.
With Recurring Routing flexible custom schedule rules, you can create any type of Recurring Schedule for your unique business requirements. Daily, weekly, monthly, and annual Recurring Schedules can be custom configured and updated at any time. Furthermore, you can set up auto dispatch to automatically dispatch scheduled and planned Recurring Routes to drivers and vehicles.
To view and manage Master Routes and Recurring Route Schedules on your Route4Me account, first, go to Recurring Schedule from the navigation menu.
What Is a Recurring Schedule
The Recurring Schedule shows the list of all Master Routes associated with your Route4Me account. A Master Route is the route template that is used for planning new Recurring Routes based on the Master Route’s Recurring Route Schedule.
Once you create a new Master Route with a Recurring Route Schedule, this Master Route is automatically saved into your Recurring Schedule with all the other Master Routes. In the Recurring Schedule you can:
- Edit Master Routes templates
- Edit Master Routes’ Recurring Route Schedules
- Assign users to routes for recurring auto dispatch
- Assign vehicles to routes for recurring auto dispatch
- Delete Master Routes
How to Edit a Master Route and Its Route Scheduling Settings
You may want to insert more addresses into a Master Route’s Recurring Routes or remove an existing address(es), update customer details, etc. You can update any Master Route template so that all its future Recurring Routes will be planned with the corresponding edits.
To edit a Master Route template, click on the Three Dots Menu icon next to the Master Route that you want to edit and then select Edit Route from the menu. Alternatively, click on the Open icon next to the preferred Master Route. Next, the Master Route will be automatically opened in the Route Editor where you can edit it to your preference.
NOTE: After editing a Master Route, you need to update the Master Route’s Recurring Route Schedule in order for the edits to take effect. Once you’ve updated the Master Route’s Recurring Route Schedule, all previously created Recurring Routes (duplicates) will be deleted and replaced by new Recurring Routes (duplicates) with applied edits.
Edit Master Route – Recurring Schedule
A Master Route’s Recurring Route Schedule is used for scheduling and planning new Recurring Routes (duplicates). When you edit a Master Route’s Recurring Route Schedule, you can do the following:
- Change the Master Route name
- Add new or edit the existing schedule rules
- Add Schedule Exceptions – blacklist calendar dates
- Assign a new user and/or vehicle for auto-dispatch
- Plan Recurring Routes in advance
How to Set Up Auto Route Dispatch to Drivers After Route Scheduling
You can automatically dispatch all new Recurring Routes to your drivers and field members by assigning Users to Master Routes. To assign a new user to a Master Route, click on the Three Dots Menu Icon next to the preferred Master Route and select Assign User from the menu. Next, select the preferred user from the list of all users associated with your Route4me account.
NOTE: Once a new user is assigned to a Master Route, all the new Recurring Routes of the Master Route will be automatically dispatched to the assigned user.
How to Set Up Auto Dispatch to Route Vehicles After Route Scheduling
You can auto dispatch all newly created Recurring Routes to your driver vehicles by assigning Vehicles to Master Routes. To assign a vehicle to a Master Route, click on the Three Dots Menu Icon next to the preferred Master Route and select Assign Vehicle from the list. Next, select the preferred vehicle from the list of all vehicles associated with your Route4me account.
NOTE: Once the new vehicle is assigned to the Master Route, all its new Recurring Routes will be automatically dispatched to the assigned vehicle.
How to Delete Master Routes
To delete a Master Route, click on the Three Dots Menu icon next to the Master Route you want to remove and then select Delete from the menu. NOTE: When you delete a Master Route, it doesn’t affect its already planned Recurring Routes – the Master Route’s associated Recurring Routes are not deleted.
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Do you have questions about how Recurring Routing works? Go to our Scheduling & Recurring Routing FAQ and learn more.
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