How to Add Someone in your Recurring Maintenance Route

In this article, you'll learn how to insert someone into a recurring mowing route using the work scheduler.

Step 1: Open your work scheduler by clicking the scheduler button on the left side of your screen.

Step 2: Identify the day you want to insert someone into the route. In this case, it's the 22nd.

Step 3: Look for the service you're going to insert them into. Here, we're using the bi-weekly mowing service.

Step 4: Check the box next to the service, then drag and drop it into the 22nd.

Step 5: Select your crew from the top right of your screen. Here, we're using the lawn crew.

Step 6: Drag your selected crew into the 22nd. You'll see it appear at the bottom of your screen.

Step 7: Right-click and open up the route work order screen.

Step 8: Optimize the route to include Lombardi and arrange them in your preferred order. Save the route.

Step 9: This saves the first instance of the new route. The next step is to set it to recur.

Step 10: Click Save and then update all future visits with the following route. This is the order you need them to follow in the future.

Step 11: Click the drop-down menu and select Save and Recur.

Step 12: Update all future visits. A pop-up will appear with Lombardi, which is the one you need to repeat.

Step 13: Set the route to repeat weekly, every one week, for 16 visits because it started two visits late.

Step 14: Price each visit with the Visit Prices option. *Note: if using a contract payment plan and not price per cut, select the do not invoice check box. Click Schedule in green.

Step 15: This creates the bi-weekly route.

Step 16: If you check the 8th, you'll see that Lombardi isn't there. But if you go down to the 22nd, you'll find Lombardi.

Step 17: If you go into the every other week schedule, you'll see Lombardi there as well. This confirms that the route has been successfully inserted.

And that's it! You've successfully inserted someone into a recurring route.