Exterior Cleaning Route Planning

Good route planning starts before a vehicle moves. Group work by date and geography, confirm job duration, assign the right technician and keep the scope available on the technician's phone.

A practical workflow

1. Convert an accepted estimate into a job.
2. Set the service date and expected duration.
3. Group nearby work when capacity allows.
4. Send the technician the address, scope and checklist.
5. Record field status and completion notes in the CRM.

Plan work in SiteMark