Setting Up Routes
Learn how to create service routes, assign technicians, and organize your properties by area for efficient scheduling.
Before You Start
Before creating routes, make sure you've completed your Stripe setup and defined your service area during onboarding. You can verify your service area under Settings — you'll see all the zip codes and cities you serve listed there.
If you want to unlock all features, head to Settings → Subscription & Billing and hit Manage Subscription to upgrade to Pro.
Why Routes Matter
Routes are the backbone of your scheduling. Every property must be assigned to a route before it can receive service. Routes group your properties by area and determine which day of the week those customers are serviced. This also affects billing — when a customer pays their invoice, their visits are projected on the service day of their assigned route.
Creating Your First Route
Navigate to the Routes page and click Create Route. You'll need to fill in a few fields:
Route Fields
- Route Name — Use a short code that makes sense for your area. For example, "WL1" for West Lancaster 1.
- Service Day — The day of the week you'll service this route. This determines when visits are scheduled and directly affects customer billing.
- Area / Region — A description of the geographic area (e.g., "West Lancaster").
- Description — Optional notes about the route (e.g., specific neighborhoods or zip codes).
- Default Technician — The tech who will handle this route by default.
- Starting Address — Optional. If provided, Scoopify uses this to optimize property ordering on the route by distance.
We recommend naming routes by area — east side, west side, or by zip code clusters. Keep it simple and resist the urge to create per-customer exceptions.
Understanding the Route Detail Page
After creating a route, you'll land on its detail page. Here you can see everything about the route at a glance:
- Route Details — Name, service day, area, description, and assigned technician.
- Upcoming Visits — A schedule of upcoming service dates with stop counts, generated automatically based on the service day.
- Route Map — A map showing all assigned properties and the optimized path between them.
- Assigned Customers — A list of all properties on this route. You can also manually add unassigned properties using the + button.
Smart Route Optimization
When a new lead is converted into a property and assigned to a route, Scoopify automatically inserts them into the optimal position based on distance. This builds out your route efficiently without you having to manually arrange stops. If you prefer, you can always drag properties to reorder them manually.
Scaling with Multiple Routes
When a route gets full — say 30 stops — you can create a second route for the same area on the same day and assign it to another technician. This lets you scale capacity in a specific area without changing your existing customers' schedules.
Rescheduling a Route
Need to push a route day due to weather or another reason? Use the Reschedule button on the route detail page.
- Select the upcoming route date you need to reschedule.
- Choose a reason (e.g., weather, holiday).
- Pick the new date.
- Scoopify automatically sends an SMS to all affected customers with the reason and new date.
- The rescheduled date also updates in each customer's portal.
Customers are notified automatically via SMS when a route is rescheduled. The new date and reason are also reflected in their customer portal.
Best Practices
Organize routes by geographic clusters — zip codes or neighborhoods work well. When a customer asks for a specific day, let them know which day you service their area and stick to it. Keeping routes consistent makes your operation predictable and scalable.
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