Summary
Here are the steps to follow when you want to print or email your Route Sheets.
Important:
The fields included in the Route Sheet are fixed and cannot be modified.
Side Note
Click any GIF to open it in full screen.
Accessing Route Sheets
From your ZenMaid Dashboard, go to one of the following Scheduling views that support sending Route Sheets:
Click on the Actions button on the top right-hand corner.
Select Send Route Sheets.
Printing Route Sheets
From the Route Sheets pop-up window, choose any of the following options:
1. Select the start and end dates for the route sheets you want to include. Leave the To field blank to generate the schedule for a single day.
2. Choose whether you want to generate route sheets for Cleaners or other groups (depending on your setup).
3. Select which cleaners or teams will be included. Alternatively, use the Check All button to select everyone at once.
4. Check this option to generate a single unified schedule in chronological order, without separating jobs by cleaner or team. Leave it unchecked if you want the system to group appointments by assigned cleaner, which may duplicate jobs if multiple cleaners are assigned
Click the Generate Route Sheets button to download a printable PDF.
What’s Included in a Route Sheet
A printed Route Sheet will contain the following information:
1. Cleaner Name: Displays the assigned cleaner’s name.
2. Route Sheet Date Range: e.g., "Route sheets for [Start Date] – [End Date]."
3. Report Generation Date: e.g., "Report generated on [Date]."
4. Appointment Date and Time: e.g., "[Day], [Date], [Start Time – End Time]."
5. Customer Name: Displays the customer’s name.
6. Service Address: Location of the appointment.
7. Assigned Cleaners: List of all cleaners assigned.
8. Payment Info: Displays the amount due and payment status (e.g., “$[Amount] due ([Paid/Not Paid]).”).
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