Job Routing is utilized to track your job through the various routes it may take as will as accumulate route costs that the job may incure.
Click the Add Route button to create a route.
Fill in the label and work notes area with the information. Click in the technician field and begin to type, this will start a search of your contacts where you can choose the technician. The route start date will always be the date / time the route was created. You can set a desired end date if needed. Add your cost and save via the save icon to create your route.
When a job has completed its route and is now moving to a new route simple open the job and click the add route button. This will end the previous route with the current date / time information. A new route will be created where you again can fill out the necessary information. As always click the save icon to save your changes.
When the job has concluded all its routes it is time to add the final route. Clicking the Add Final Route button will prompt you to conclude the job. A concluded job is a job that is ready for pickup or ready to be received into inventory. This is a necessary step to the conclusion of a job.
When a job is concluded you no longer can add or remove materials nor can you add more routes. If you need to un-conclude a job you can remove the final route by clicking the X icon and saving the job. At that point you may modify materials and routes again if needed.
Once the job is concluded it is now ready to be picked up by your client or received into inventory (depending on the type of job you were working on). When a job is picked up or received into inventory the Final Job details will update.
