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How to Set Up Routes in SynkedUP

Fred Pape avatar
Written by Fred Pape
Updated this week

How to Set Up Routes in SynkedUP

SynkedUP allows you to create and manage on-demand and planned routes for your crews. This guide walks you through understanding route types, creating routes, adding jobs, optimizing order, and scheduling them.


1. Open Route Management

  1. In the left sidebar, select Map & Routing.

  2. At the top, click Route Management.

    • This page displays all existing routes.


2. Understand Route Types

SynkedUP supports two types of routes:

On-Demand Routes

  • Ideal for unpredictable work such as snow events.

  • Jobs are arranged in order, but not scheduled until needed.

  • Activated only when you choose to drop them onto the calendar.

Planned Routes

  • Used for recurring work such as weekly mowing.

  • Follow a set schedule (e.g., every Monday).

  • When active, they automatically appear on the calendar based on the schedule you set.


3. Understand Active vs. Inactive States

Active

  • On-Demand Routes: Makes the route available to schedule when needed.

  • Planned Routes: Places all future occurrences directly on the calendar.

Inactive

  • Pauses the route.

  • Removes future events from the calendar (past events remain untouched).

  • Useful when adjusting a route mid-season—deactivate, edit, then reactivate.


4. Create a New Route

  1. Click New Route.

  2. Enter a Route Name (e.g., “Fred’s Route”).

4.1 Choose Route Type

  • Select On-Demand or Planned.


5. Configure Route Details

If Creating an On-Demand Route

  1. Workday settings will follow your system configuration.

  2. Assign crew members.

    • The first selected member becomes the default crew lead (you can change it).

If Creating a Planned Route

  1. Assign crew members.

  2. Set the route schedule:

    • Choose start date.

    • Select frequency (weekly, every other week, monthly, etc.).

    • Choose the end date.

  3. Save the schedule settings.


6. Add Jobs to the Route

After creating the route:

  1. SynkedUP will default to Maintenance Jobs, but you can filter to any job type.

  2. Add jobs using either method:

    • Map View: Select jobs directly from the map.

    • List View: Check the boxes next to the jobs you want.

  3. Click Next.


7. Set Job Durations and Work Areas

For each job in the route:

  1. Enter the duration for that stop.

  2. Select the work areas that apply (e.g., Mowing).

  3. Save your selections.


8. Optimize the Route

  1. The map will display your shop location and all jobs in the route.

  2. Click Optimize to automatically reorder stops for the most efficient path.

  3. Optional adjustments:

    • Drag jobs manually to reorder.

    • Set a job as the first or last stop.

    • Update the start time and re-optimize.

  4. When finished, click Save Route.


9. Activate the Route

For Planned Routes

  • Click Activate to place all scheduled future events on the calendar.

For On-Demand Routes

  • Activation simply makes the route available to schedule when needed.


10. Scheduling an On-Demand Route

To schedule an on-demand route when a storm or event is coming:

  1. Go to Map View.

  2. Click Create Event.

  3. Select On-Demand → Routes.

  4. Choose your route.

  5. Select the date (e.g., upcoming Wednesday).

  6. Click Create Event.

This drops the full route onto the calendar for that day. Crew members will see the ordered stops when they clock in.


11. Editing an Existing Route

If you need to modify a route:

  1. Open the route from the list.

  2. Set it to Inactive to remove future events.

  3. Make your changes (jobs, durations, schedule, etc.).

  4. Reactivate the route to schedule new future events.

You can also switch a planned route to on-demand or vice versa from the route settings.


Need Help?

If you have questions or run into issues, reach out to us via the in-app chat — we're happy to help!

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