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Systemize Your Routes - Quick Start 1) Add Technicians Use the +/- Technicians button to add technicians. If no technicians exist, Auto-Schedule will not run. 2) Load Jobs (CSV) Click CSV Template to download the required headers. Upload using Choose File or Drag & Drop. 3) Review Jobs Radius filters the list to jobs in a distance radius. Cities filters to a specific city. Job Visualization mode is for review only. Technician Routing mode is for scheduling. 4) Choose Routing Mode Fast (Straight-Line) is quicker and does not use road networks. Drive-Time uses roads and is more accurate, but can be slower. 5) Open Auto-Schedule Click Open Auto Schedule. If it does not open, click once more. 6) Configure Schedule Select technicians. Choose start and end dates (a wider end date is fine). Set Jobs/Tech/Day to a positive number. Select the days of the week to schedule. 7) Start Scheduling Click Auto Schedule. Enter a start address for each technician when prompted. 8) Job Duration Settings (Drive-Time) If your CSV has a Job Type column, you can map durations. The job type must match exactly; otherwise it defaults to 1 hour. 9) Calendar View Use Map/Calendar toggle to switch views. Clear Map clears current jobs and the calendar (Technician mode only). 10) Export Use Export CSV after scheduling to export results for your CRM. Notes Drive-Time and large CSVs can take a short time to finish. The app does not persist data after clearing; export is the intended output.