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
In the left sidebar, select Scheduling.
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.
Supported Job Types on Routes
Routes can include the following job types:
Maintenance jobs (e.g., recurring mowing)
On-Demand work (e.g., snow events)
Service Tickets
Projects (install jobs)
Consultations cannot be added to a route. Routes are designed for jobs where work will be performed at the property. If you want to plan a sequence of sales consultations, schedule them as individual calendar events instead.
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
Click New Route.
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
Workday settings will follow your system configuration.
Assign crew members.
The first selected member becomes the default crew lead (you can change it).
If Creating a Planned Route
Assign crew members.
Set the route schedule:
Choose start date.
Select frequency (weekly, every other week, monthly, etc.).
Choose the end date.
Save the schedule settings.
Note: A planned route can only have one schedule. If you have customers on different cadences (e.g. some weekly and some biweekly), create a separate route for each cadence.
6. Add Jobs to the Route
After creating the route:
SynkedUP will default to Maintenance Jobs, but you can filter to any job type.
Add jobs using either method:
Map View: Select jobs directly from the map.
List View: Check the boxes next to the jobs you want.
Click Next.
7. Set Job Durations and Work Areas
For each job in the route:
Enter the duration for that stop.
Select the work areas that apply (e.g., Mowing).
Save your selections.
8. Optimize the Route
The map will display your shop location and all jobs in the route.
Click Optimize to automatically reorder stops for the most efficient path.
Optional adjustments:
Drag jobs manually to reorder.
Set a job as the first or last stop.
Update the start time and re-optimize.
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:
Go to Map View.
Click Create Event.
Select On-Demand → Routes.
Choose your route.
Select the date (e.g., upcoming Wednesday).
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:
Open the route from the list.
Set it to Inactive to remove future events.
Make your changes (jobs, durations, schedule, etc.).
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.
12. Day-to-Day Route Management
Once your routes are live, you'll occasionally need to make on-the-fly adjustments. Here's how to handle the most common day-to-day situations.
Removing a Route from the Schedule
To remove a single occurrence (one day only):
Go to the Schedule.
Find the route event on the date you want to remove.
Click the event to open it.
Select Delete or Remove Event — this removes only that day's occurrence without affecting the rest of the schedule.
To remove all future occurrences:
Open Schedule and select Route Management.
Find the route and toggle it to Inactive.
This removes all future events for that route. Past events remain untouched.
Tip: Use the Inactive toggle whenever you're making mid-season edits — deactivate, make your changes, then reactivate to reschedule all future events with the updated details.
Removing a Single Stop from a Route Event
If a customer cancels just one job and the rest of the route still runs, you can remove that single stop from the day's event without changing the route itself.
Go to the Schedule.
Find the stop on the date it's planned for.
Click the stop to open it.
Select Delete or Remove Event.
Tip: For a one-time change like a single cancellation, work directly from the Schedule. Don't go into Route Management — that would affect all future occurrences of the route, not just today.
When Stops Aren't Completed (Rain, Breakdowns, Late Days)
If your crew doesn't get through every stop on a route — say it rained and they only finished 21 of 24 — the missed stops do not automatically roll forward to the next day. You'll need to move them manually.
To move missed stops to the next day:
Go to the Schedule in month or week view.
Drag the missed stops from their original day onto the next day.
Click Optimize Day to reorder all stops on the new day for the most efficient drive path.
Tip: Month or week view makes the drag-and-drop easier than day view because you can see both days side by side.
Reassigning a Crew Lead
If your usual crew lead is unavailable or you're restructuring your crews:
Open Schedule and select Route Management, then open the route.
Set the route to Inactive to pause scheduling.
In the crew settings, remove the current crew lead and add the new one. The first person listed in the crew is treated as the lead.
Reactivate the route — future events will now show the updated crew lead.
Note: The first team member added to a route becomes the default crew lead. You can update this at any time without recreating the route from scratch.
Inserting New Stops Mid-Season
Need to add a new customer or property to an active route after the season has started?
Open Schedule and select Route Management, then open the route.
Set it to Inactive to pause scheduling.
In the route's job list, click to add new stops. Set the duration and work areas for each new stop.
Use Optimize to reorder stops efficiently, or drag the new stop to the desired position manually.
Reactivate the route so the updated stop list appears on all future events.
Tip: Re-optimizing after adding stops ensures your crew's drive path stays efficient — especially important if the new property is on the opposite side of town from the existing route.
Moving a Planned-Route Day (Weather Reschedules)
Need to move a single day of a planned route to a different day — say you see rain coming Tuesday and want to push that day's stops to Wednesday before they happen?
Heads-up: planned routes don't have a per-day delete. The "Delete / Remove Event" option described in Removing a Route from the Schedule above works for on-demand route events and single stops — not for the recurring days of a planned route. So the workflow is to move the stops by hand:
Open the Schedule in week or month view.
Drag each stop from the original day onto the new day, one at a time.
On the new day, click Optimize Day to reorder all stops for the most efficient drive path.
This is the same mechanic as moving missed stops after a rained-out day (see When Stops Aren't Completed above) — the only difference is that you're moving them proactively, before the original day arrives.
Need Help?
If you have questions or run into issues, reach out to us via the in-app chat — we're happy to help!