Route Assistant / Auto-add Orders

The Route assistant will look for new orders matching a set of filters and give notice on individual route pages and your EasyRoutes Dashboard.

Existing Routes:

You can enable auto-adding orders from the Add orders tab on existing route and group pages:

When you select "Enable", the Route Assistant will capture a set of filters and search for matching orders whenever the route is loaded. The set of filters that the Route Assistant will use will match whatever filters are set on the Orders table on the Add Orders tab:

You can optionally set filters on the Add Orders tab using existing Filter Views by selecting the Saved views button:

If your route has a scheduled start date and time, the Route Assistant will continue watching for new orders until the route's scheduled start time by default. You can click the pencil icon within the Auto-add orders panel to configure how many minutes, hours, or days prior to a route's scheduled start time to stop watching for new orders:

Once enabled, the Route Assistant will place a banner over the route page whenever you load an unstarted route and new orders are available:

You'll also receive an alert banner at the top of the EasyRoutes Dashboard when there are new orders ready to be added - click the name of any route listed here to jump directly to the Add Orders tab for that route:

Orders will automatically be staged on the map, ready to add to the route when you load the Add Orders tab.

New Routes:

You can also enable and configure the Route Assistant for auto-adding orders to a route from the Route Options page, prior to creating a new route:

By default, the Route Assistant will be configured with the Contains address filter applied. Use the Clear all and/or Add filter buttons to configure any filter combination you'd like the Route Assistant to watch for.

If your route has a scheduled start date and time, the Route Assistant will continue watching for new orders until the route's scheduled start time. Modify the Keep auto-adding orders until: setting here to configure how many minutes, hours, or days prior to a route's scheduled start time to stop watching for new orders:

Once your route is created with Route Assistant enabled, when viewing that route you'll now see a banner indicating there's new orders that match these filters waiting to be routed from the Add orders tab:

You'll also receive an alert banner at the top of the EasyRoutes Dashboard when there are new orders ready to be added - click the name of any route listed here to jump directly to the Add Orders tab for that route:

Orders will automatically be staged on the map, ready to add to the route when you load the Add Orders tab.

Note: The Route Assistant feature is currently only available on EasyRoutes Standard, Premium and Enterprise pricing plans.