- Open Routes and pick the day (use the arrows or the date picker). Filter to one person if you like.
- Press Optimize. Set when the day starts and whether it's a round trip. Lock any stop that has to stay where it is.
- Check the preview. If you want, tick "Text or email the clients whose time changes."
- Press Apply new order. Nothing changes until you do.
You can also drag a stop to reorder it, or drop it on another person to hand it over. Navigate on a stop opens Google Maps (Apple Maps on Apple devices), and you can send a whole route to Google Maps, copy its link or print it.
If something's not working
Optimize is greyed out, or a stop says "No pin".
Optimizing needs at least 2 stops that are on the map. "No pin" means the address couldn't be found. Edit it to a full street address with a city.
I can't optimize someone else's day.
Techs can only optimize their own day, and Sales can't optimize. Managers can do anyone's.