Set your routing rules

The planner behind Plan this day and Plan this week follows your rules exactly. They are your company's choices, set once on one page, and you can change them any time.

Steps

1. Open Settings, Operations, Dispatch and pick the Routing tab. (The Settings button on Dispatch opens it too.)
2. Under Warehouse, check the address and press Find on the map. Every route starts and ends there.
3. Under Days, pick your Preferred delivery days, Preferred pickup days and Your weekend.
4. Choose whether Plan this week picks the day: No, keep the day on the order, Yes, balance the trucks, or Yes, nearest the event.
5. Under The day, set the Longest route (hours), when Every task starts at, the client's arrival window for a delivery and for a pickup. The Buffer between stops is on the Rules tab (the slack after the work: parking, paperwork, the walk back; each task can change its own).
6. Under Planning order, add the tiers that say which stops get a truck first, and what makes an order large (a total, tables and chairs, or a tent at least Tent that counts feet wide).
7. Under Tent sizes, set the tent size codes (10w, 20w, 30w...) shown on each stop. Under Gear, choose whether tents of one size and style share a truck when it costs no extra driving, and how many miles count as about as near.
8. Press Save rules.

The other two tabs

• Rules: your delivery limit under Distance, the client pickup hours, reload minutes and when a truck counts as not back yet under The day, and the map, task colours and wind limit under Map and board.
• Lessons: patterns the planner found in the moves made by hand. Nothing changes a plan until an admin keeps one. Kept lessons are followed on every plan; Discarded ones are never suggested again.

Good to know

• The planner puts each stop on the truck with the nearest stop. Sharing gear is a bonus: a truck already carrying the same tent only wins when it is about as near, never across town.
• Adding a small tent size (10w, 20w) only changes the label on a stop. Large orders and the tent tier go by the tent's width.
• Preferred days only guide the planner. Anyone can still put a stop on any day by hand.
• Average speed (mph) and Road miles per straight-line mile only show until Google Maps is connected. Then every drive time comes from Google, with traffic. See Google Maps.
• A stop's time comes from its items' install minutes on Weights & times. If an item has no install time (minutes) is the fallback.
• Notes beside the plan are not rules. They are shown next to every plan so whoever applies it can check it by eye.
• Your delivery limit (70 miles unless your admin changed it) is checked at the quote, so the planner never sees a venue past it. See Delivery fees and distance.
• Only an admin can change the routing rules. Others may read them.

If something goes wrong

• "No map match for the warehouse address." Check the address on Settings, System, Company, then Look it up again.
• The planner put a stop on the wrong day. Check Plan this week picks the day. With No, every stop keeps the day on its order.