Manage Itinerary Route

Itineraries automatically create the most efficient route to your appointments.

1. Click Tasks in the navigation pane, and then click the list of tasks you want to view (Example: All Open). Sort and filter your tasks as needed. The Itinerary tab shows the number of tasks on your itinerary for the day.
2. On the Tasks page, click the Itinerary tab.

   

3. The Itinerary view shows a map with an ordered route. Click the expand arrow on the page divider to collapse the list of tasks and expand the map.

   

4. Click Tasks to return to the Tasks list.

Staff appraisers can change the route order by changing the order of the tasks associated to a facility.

1. On the Tasks page, click the Itinerary tab.
2. Hover over the icon on the task you want to move.

   

3. Drag the task up or down in the list in the order you want the task to appear. The order number on the task changes along with the route order.
4. Click Refresh Map to refresh your route.

Maximize your day be the fastest route to each facility you need to visit. Directions automatically appear in a new session of Google maps on your browser.

1. On the Tasks page, click the Itinerary tab.
2. Click Export to Google Maps.

   

3. A new tab appears in your browser for Google Maps with the route. Use the Google maps features to review or print your route.
4. You can also send directions in a text message or email to your mobile device. In the Directions panel in Google maps, click Send Directions to your Phone. In the Send to your Phone window, click your email or phone number. Click Edit next to any phone or email information you need to change before sending.