Routing appointments is one of the most useful features that Adjuster Pilot has to offer. Use it to plan ahead and save yourself time. This document will give you step-by-step details on how to utilize this feature and make routing appointments quick and easy!
- First, you will navigate to either the Claims tab or the Appointments tab from your Home screen.
- NOTE: You can also access the Routing tool by hitting the To Inspect button on the Home screen and then following the steps below.
- On the top right, tap Options
. - Next, choose Route.
- You will now be able to choose which appointments you’d like to route.
- Select your desired appointments and tap the Route Selected Claims button.
- Now a route with all your stops will be displayed on the next screen. From here, you can choose to:
- Print your route
- View your route in your preferred map service
- Reverse the order of the route
- Optimize the route
- Once finished, you will be returned to your Appointments (or Claims) list.
Check out the animated slideshow below for a visual representation of the routing process!
