Note: Route optimization is for Pro and Enterprise tiers only
Start by finding the dispatch board in the left-hand menu by selecting "Team>Dispatch Board".
Use the left hand check boxes to select the desired visits you'd like to assign a crew and optimize.
Once your visits are selected, click the "assign crew" or "assign employee" to assign employees to the selected job. A pop will appear with a drop tab that allows you to select a crew or employee. Click "Assign" to finish.
After assigning your crew to those selected visits, re-select the visits under that crew to optimize the route. The "Optimize/Save" button can be found at the top visits list.
Upon clicking the "Optimize/Save" button a pop-up will appear asking if you'd like to Optimize & Save, Custom Route Order & Save, or Reverse Route Order & Save.