Note: This article covers the Dispatch Beta. If you’re using legacy Dispatch, the steps here don’t apply.
If your visits repeat on a schedule, you shouldn’t have to rebuild their route every week. Build the route once, then apply its stop order to the same weekday in future weeks. This walkthrough shows how.
Before you start
Plan: Saving into future weeks requires a Growth or Enterprise plan. On the Free plan, the option shows a lock and an upgrade prompt appears. You can still build a route and save it for today.
Permissions: You need Events & Calendar set to Complete, Invoice & Edit on your role.
Ordering: It works on recurring visits. The order is copied to the same weekday of the recurring visits already on your schedule. It doesn’t create new visits, and visits that aren’t recurring aren’t affected.
View: Routing works one day at a time, so be in Day view.
1. Build the route
Build and order the route as usual. You don’t need to save it for today first, because this option saves today’s route and applies it forward in one step.
2. Open the future weeks dialog
Open Save order ▾ and choose Save and apply to future weeks. A dialog opens with a calendar preview:
Amber marks today: “This route’s day.”
Green marks each day that receives the order: “Receives this order.”
3. Choose how often it repeats
Use Repeat every to set the interval in whole weeks, from 1 to 52:
1 applies the order every week.
2 applies it every other week.
3 or more skips that many weeks between each.
The calendar updates to match, and the caption under it tells you how far it reaches, for example “Continues every week for up to 52 weeks, for as long as these visits stay on the schedule.”
If you enter something that isn’t a whole number from 1 to 52, you’ll see “Enter a whole number of weeks between 1 and 52,” and Save and apply stays disabled.
4. Decide whether to carry assignments forward
By default, only the stop order is copied. The crew and employees on your future visits stay as they are.
To also give future visits this route’s crew and employees, check Save crew/employee assignments. Dispatch then checks your upcoming visits (for the next 3 months) and tells you if any already have a different assignment, for example:
1 upcoming visit on 1 day already has a different assignment (Crew B), in the next 3 months.
Then choose:
Keep their existing assignments (default): visits with a different crew keep it, and unassigned visits get this route’s crew.
Replace with this route’s assignments: every future visit takes this route’s crew and employees.
5. Save
Click Save and apply.
You’ll see a toast, “Route order saved for future weeks (X stops),” and route ordering closes.
Today’s stops show their saved numbers.
On each receiving day, the matching visits show the same stop sequence.
Good to know
Only the stop order carries forward on the days it applies to. Visits that join or leave the series later aren’t affected until you save again.
Routes only cover a single day, so use this for visits that repeat on the same weekday.