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Help Centre

Routes

Route Guide

A Route is a planned sequence of Sites assigned to an operator or crew. Routes help organize and streamline service delivery during an event or shift.

Route Page

Head over to the route page by selecting the route button in the navigation bar.

Types of Routes

Yeti offers two types of Routes:

Standard Routes
Dispatch Routes

Standard Routes

A Standard Route is typically created during your pre-season planning. It’s assigned to your crews, subcontractors, or both, and is designed to be used repeatedly throughout the season.

Create a Standard Route

To create a standard route click the Create Route button

You will be brought to the route builder.

Mandatory Fields

The fields that are mandatory to fill out are:

Name
Selected Sites

Every route must include at least one Site when it is created.

Clicking the Select Sites button opens a pop-up window where you can choose one or more Sites. You can find Sites using five different tabs:
1. My Sites – Displays all Sites associated with your company.
2. My Site Tags - Allows you to select a Site based on your site tags
3. Unrouted – Lists Sites that have been created but not yet assigned to a Route.
4. My Routes – Allows you to select a Route and then choose a Site from within it.
5. Client’s Sites – Lets you select a Site that belongs to a Client. To view their Sites, first choose the desired Client from the dropdown.
Remove sites
To remove site from a route click the red circle beside the route

Optimize Your Route

This feature helps you optimize the order of Sites within a Route to reduce travel time. First, drag and fix the first and last Sites in the Route. A pin icon will appear next to them, indicating that the system will keep these two Sites fixed during optimization.

Then, click the Optimize button. The system will automatically rearrange the remaining Sites based on their distances, while keeping your selected start and end points unchanged. This allows your operator to visit the closest Sites next, improving efficiency on the road.

Note: You need at least six Sites to optimize a Route.

The Route line on the map displays up to 25 Sites, but you can optimize Routes containing up to 150 Sites. To use this feature, ensure that all Sites have a valid location (address).

Optional fields

The fields that are mandatory to fill out are:

Internal notes: Notes visible only to internal users who use the web app.
Crew Notes: Notes that Mobile app users will see when starting a route on the mobile app. These may include special instructions, access details, or on-site considerations.
Season

This option allows you to define whether a Route is used during Summer, Winter, or All year around.

Operators will only see Routes in the mobile app based on the season selected and the date ranges configured in your settings.
Select if you want this route to be active during summer or winter season. If you want this route to be available all year around then select All Season.
Assign to: This setting specifies which users or companies have access to the Route on the mobile app. Your company is automatically assigned.

Click the Operator button to specify which internal operator(s) can access the Route.

Select all users you want to grant access to, then click the Done button to confirm.

Click the Sub-Contractor button to add a sub-contractor company that should have access to this route

Select all sub-contractors you want to grant access to, then click the Done button to confirm your selection

Remove access
If you want to remove someone's access select the red circle beside their name
Tags: Custom labels used to categorize or filter Sites, Routes, or services. Tags help with organization, reporting, and quick search. Select the add tag button to add a new tag.
Estimated Hours: The expected amount of time required to complete the service or Route. This is useful for planning crew schedules and measuring efficiency. Select the dropdown menu to choose the number of hours.
Requested Services: The specific services that have been requested for a Site or Route, such as mowing, snow removal, or inspections.
Click the (+) Select Service button
Select which service you want prioritized and hit the done button.

The requested service will show up on the mobile app on the route page and service page.

Once our are finished entering in your route information select the save button.

Route on the mobile app

To see what route you have access too select the routes button on the main menu

You standard your will appear in white on the route page.

Editing an existing route

If you need to update an existing route click the pencil icon. This is open the route in the route builder.

Dispatch Route

A Dispatch Route is used for one-time events. These are created on demand for work orders, special service requests, or in situations where you don’t pre-assign Routes to crews. Each Dispatch Route has a specific start time and is visible in the mobile app for 18 hours before it expires and disappears. This type of route is well-suited for unexpected jobs or last-minute scheduling needs.

Create a Dispatch

Select the create dispatch button to create a dispatch.

You will be brought to the dispatch builder

Mandatory Fields

The fields that are mandatory to fill out are:

Internal notes: Notes visible only to internal users who use the web app.

The fields that are mandatory to fill out are:

Name: give your dispatch a name
Scheduled for: Assigns a specific date to the dispatch so operators know when it's expected to be started.
Selected Sites

Every route must include at least one Site when it is created.

Clicking the Select Sites button opens a pop-up window where you can choose one or more Sites. You can find Sites using five different tabs:
1. My Sites – Displays all Sites associated with your company.
2. My Site Tags - Allows you to select a Site based on your site tags
3. Unrouted – Lists Sites that have been created but not yet assigned to a Route.
4. My Routes – Allows you to select a Route and then choose a Site from within it.
5. Client’s Sites – Lets you select a Site that belongs to a Client. To view their Sites, first choose the desired Client from the dropdown.
Remove sites
To remove site from a route click the red circle beside the route
Optimize Your Route

This feature helps you optimize the order of Sites within a Route to reduce travel time. First, drag and fix the first and last Sites in the Route. A pin icon will appear next to them, indicating that the system will keep these two Sites fixed during optimization.

Then, click the Optimize button. The system will automatically rearrange the remaining Sites based on their distances, while keeping your selected start and end points unchanged. This allows your operator to visit the closest Sites next, improving efficiency on the road.

Note: You need at least six Sites to optimize a Route.

The Route line on the map displays up to 25 Sites, but you can optimize Routes containing up to 150 Sites. To use this feature, ensure that all Sites have a valid location (address).

Optional fields

The fields that are mandatory to fill out are:

Route as template: you can choose existing standard route as a template
Internal notes: Notes visible only to internal users who use the web app.
Crew Notes: Notes that Mobile app users will see when starting a route on the mobile app. These may include special instructions, access details, or on-site considerations.
- All Sites Required Toggle
  If you want operator to tackle every site listed on the dispatch you can turn this toggle blue.

- Assign to: This setting specifies which users or companies have access to the Route on the mobile app. Your company is automatically assigned.
  
  Click the Operator button to specify which internal operator(s) can access the Route.
  
  Select all users you want to grant access to, then click the Done button to confirm.
  
  Click the Sub-Contractor button to add a sub-contractor company that should have access to this route
  
  Select all sub-contractors you want to grant access to, then click the Done button to confirm your selection
- Dispatch Route Notifications
  
  When assigning a Dispatch Route to a sponsored sub-contractor (a sub-contractor company sponsored by your organization), all users within that company will receive a notification when you:
  - Add the company to the Dispatch Route
  - Change the date or time of the Route
  - Remove the company from the Dispatch Route
  Note: These notifications are only sent when a sponsored company is assigned to a Dispatch Route.
  
  Remove access
  If you want to remove someone's access select the red circle beside their name
- Tags: Custom labels used to categorize or filter Sites, Routes, or services. Tags help with organization, reporting, and quick search. Select the add tag button to add a new tag.
- Estimated Hours: The expected amount of time required to complete the service or Route. This is useful for planning crew schedules and measuring efficiency. Select the dropdown menu to choose the number of hours.
- Requested Services: The specific services that have been requested for a Site or Route, such as mowing, snow removal, or inspections.
  Click the (+) Select Service button
  
  Select which service you want prioritized and hit the done button.
  
  The requested service will show up on the mobile app on the route page and service page.
  
  Once our are finished entering in your route information select the save button.

Dispatch on the Mobile App

To see what dispatches you have access too select the routes button on the main menu

You dispatches will appear in green on the route page.

Dispatch Route Visibility

Dispatch Routes are designed for one-time use. As a result, they will automatically disappear from the Dispatch page after a set period:

If the Route has been performed, it will disappear 18 hours after completion.
If the Route has not been performed, it will disappear 48 hours after its scheduled time.

Once a Dispatch Route disappears, it will no longer be visible on your Routes page or searchable using the text field at the bottom of the screen.

However, there is an option to view past Dispatch Routes:
Click the filter icon at the bottom of the page and select “Closed Dispatches” to view executed Dispatch Routes.