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 Watch the video or scroll down for step-by-step instructions.

 

Tiers: All

 

 


Step-by-step instructions

 

1. Select Settings > Service Emails, then scroll down and click Skipped Stops Email.

 

2. Turn ON Require a tech to choose a reason when the route stop is skipped (optional).

  • ​If selected, click Add & Edit Reasons
  • To add a new reason, click Add > create default reason, and Save.
  • You can edit, reorder, or delete skipped stop templates

 

 

 

3. Turn ON Email the office when a route stop is skipped (optional).

  • The email(s) under Settings > General will receive skipped email notifications.

 

4. Turn ON Email the customer when a route stop is skipped (optional).

  • If selected, complete the email fields.

 

5. Click Save.

 

6. Skipped stops will be highlighted in orange, and can be viewed from the Route Dashboard.

 

Last updated on October 23, 2024
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