In the Map and Route Resources window, select the resource by clicking the Select Resource for Routing drop-down and selecting the technician.
If this is the start of the day, the start location that was set up in Admin Settings for the resource will be the first location listed.
The appointments are listed in the order that they display on the schedule board.
Note
See Using Drawing Tools on the Map to learn how to draw a shape on the map to include those appointments in the technician's route.
In this window, you have the option to:
- Manually re-arranging the route items by dragging and dropping in the list.
- Image Removed - Add the start address as the end location.
- Image Removed - Add a lunch break and time in minutes.
- Image Removed - Remove the selected item.
- Process Route
  - Image Removed - Route Current List - Select this option to route the list as it is currently displayed. This can be with a lunch break and/or the end location added.
  - Image Removed - Optimize Current List - Select this option to have the system re-arrange the appointments to optimize the route based on resource and appointment locations.
  Image Removed -

Default Icons

Icon	Description
Image Added	Add the start address as the end location.
Image Added	Add a lunch break and time in minutes.
Image Added	Remove the selected item.
Image Added	Route the current list.
Image Added	Optimize the current list.
Image Added	Saves the route as displayed and rearranges the appointments on the schedule board for the resource.