Plan Groups

Plan Groups allow you to filter data into smaller subsets, making it easier to create and manage routes. You can work with only the relevant data without the distraction of seeing the entire operation at once.

Plan Groups can be as large or small as appropriate for your operation. For example:

• If you operate across multiple cities, then a Plan Group for each city would make it easier to split responsibilities between planners.

• You can divide responsibility for commercial and residential operations into separate Plan Groups.

Orders are filtered into Plan Groups automatically, based on the predefined order filter described below.

tip

NOTE: At least one Plan Group is required.