How to Create a Saved Location

Saved Locations in RoutingBox allow you to add commonly used addresses when scheduling trips by typing the name of the location or a portion of the address. Below are two ways to create a saved location.

Method 1 (Trip Scheduling):

Navigate to the Scheduling tab, then select the Scheduling icon.

  1. Type the address on the trip.
  2. Click the save location icon. This will open the Locations window with the address already entered.  Make any necessary edits, then follow the steps below to save the location.

Method 2 (Locations)

Navigate to the Scheduling tab, then select the Locations icon.

  1. Type the following required fields: Name, Full Name, Address, City, State, and Postal.
  2. A Phone number can be added to the Location Profile.
  3. If you’d like to assign a location Type, it can be selected from this drop-down.
  4. Click the floppy disc to save your changes.

Video Link:

 

Related Articles:

How to Create a Custom Address

How to Schedule a Trip

Revenue By Location Type

 

Key Terms:

Address, Location, AddressesFormHelp, TripSchedulingFormHelp