Getting started

You'll need a ServeRouter account and the job's recipient details and serving address. If you're joining an agency, use the account your administrator gives you.

#Sign in

Open Log in and enter your email address and password. If two-factor authentication is enabled, enter the code from your authenticator app.

No account yet? Start a free trial to create one.

#Add a job

1. Choose Add Job at the top of the dashboard.
2. Fill in Job #, Name, Address and Zip Code.
3. Set the Due Date and other job details as needed. Choose a Company if you've already added the client.
4. Choose Save Job, then open Jobs and check the saved details.

Use Bulk Add when you need to enter several jobs together.

#Plan a route

1. Choose Plan Route to open the map.
2. Select the jobs you want to visit.
3. Choose a vehicle and, if needed, an End address.
4. Choose Create Route. Open Routes to find the saved route.

Location access helps the map center on your position. Check the selected stops and addresses before starting a drive.

#Record your work

Open a job to review its details and attempt history. Record what happened at the address, add relevant notes and update the job status. Review the saved attempt before preparing the document you need for the job.

#Next time

Return to Jobs for your work list or Routes for a saved route. Introduction gives an overview of the other workspace views.