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- Choose the resource by clicking the Select Resource for Routing drop-down and selecting the technician.
Choose the Google Maps drawing tool that you'd like to use. You can choose between a circle, a polygon, or a square
. Note The hand icon
to stop drawing. When your cursor displays as the hand, you can drag the map by clicking and holding the left mouse button and dragging the map in any direction
may be used to close the polygon shape, although you can also complete the polygon shape by clicking on the starting point.
- Click the starting point on the map.
- Circle - The starting point is the center of the circle. Click again on the map to define the outer edge.
- Polygon - You can click more than one time on the map to draw your shape. Double-click on the final point of the shape.
- Square - The starting point is the top left corner or the bottom right corner, depending on the direction that you move your mouse. Click on the map a second time to determine the outer edge of the shape.
- After defining the shape with the final mouse click, you are prompted to add the unscheduled appointments to the technician's route. Appointments that are already scheduled are not added to the list.
- You can edit the technician's route by dragging the appointments or by using the icons at the top of the route list. See Viewing and optimizing routes.
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