Note: This article covers the Dispatch Beta. If you’re using classic Dispatch, the steps here don’t apply.
Plans change. A customer cancels, a job runs long, or new work comes in. This walkthrough shows how to keep your saved routes accurate once they’re built.
Required Permissions
Edit route requires Events & Calendar set to Complete, Invoice & Edit.
Unrouting, moving to the waitlist, and adding from the waitlist require Complete & Invoice or higher.
1. Review upcoming days
Use Week view or a custom date range to see what’s coming. Visits on a saved route show a green Stop # pill. Visits that aren’t on a route show a muted 00. Lane capacity in Week view adds up each crew’s hours across your work days, so you can spot an overbooked day early.
Routing tools are disabled in multi-day views. To change a route, switch to Day view for that day.
2. Edit a saved route
In Day view, select any one stop on the route.
Click Edit route.
The whole route reopens in route ordering, with every stop in its saved order. Its start and end locations, start time, and pinned first stop come back too. These are saved on the route, so anyone who opens it sees the same settings.
Now make your changes:
Drag, Reverse, or nudge stops into a new order.
Change the start location, end location, or start time.
Remove a stop with Remove from route in its ⋮ menu. The remaining stops renumber from 01, and the removed stop goes back to 00.
When you’re done, open Save order ▾ and click Save for today. This updates the same route rather than creating a new one. If you exit without changing anything, there’s no prompt.
Edit route is only available when your selection is entirely on one route. If you’ve selected a mix of routed and unrouted stops, the bar reads Mixed selection, and Route X stops starts a new route instead.
3. Take stops off a route
If a stop doesn’t belong on a route anymore but still happens that day:
Select the stops.
Click Unroute X stops (or Unroute all stops).
Confirm in the Remove from route dialog.
The stops show 00, and the others on the route renumber from 01. Nothing is deleted, and dates, crews, and statuses don’t change. In Day view, this only affects the day you’re on.
Tick Don’t show again in the dialog to skip the confirmation in this browser. The only way to bring it back is to clear your browser’s site data.
4. Add work from the waitlist
Click Waitlist in the header to open the waitlist.
To add several events, tick them and click the add button in the footer. To add one, click Add on its card, pick a day, and confirm.
You’ll see a confirmation, such as “Added X events to the schedule.”
Added events land on the day unrouted (showing 00), so build or edit a route to fit them in. If you pick a day outside an event’s requested dates, Dispatch asks you to confirm first.
5. Handle cancellations and changes
How you handle a visit determines what happens to its route:
Action | Where the visit goes | What happens to the route |
Unroute | Stays on the day | Comes off the route |
Move to waitlist | Moves to the waitlist | Comes off the route |
Delete | Removed | Comes off the route |
Assign to a different crew | Stays on the day | Comes off the route |
In every case, the stops left behind renumber from 01 with no gap.
Move to waitlist
Select the visits and click Move to waitlist in the footer (under More if the bar is narrow). The visit’s scheduled day becomes the earliest date on the waitlist. Then choose its latest date: keep the existing one, set a new one, or leave it empty.
Delete
Select the visits and click Delete in the footer. A dialog asks you to confirm, and deleting can’t be undone. If any of the visits belong to a recurring series, the dialog tells you and links to the series.
Good to know
Moving, deleting, or unrouting a stop never changes the other stops’ order. They just close the gap.