Add a new customer to an existing route

Sign someone mid-season and you don’t have to rebuild the week. PoolHelm finds their slot — the right tech, the right day, the right position in that day’s run — from where they sit against the routes you already have.

Let PoolHelm place them

1. Add the customer, property and pool as usual, and make sure the address verifies.
2. Ask PoolHelm to place them.
3. Read the suggestion and its trade-off — which tech, which day, and what it costs in drive time. Nothing is applied yet.
4. Accept it, or place them yourself in the Planner instead.

The suggestion reads each tech’s actual stops for each day rather than guessing. If a tech has nothing on a day, it says so.

Or place them by hand

Open the Planner and drag them into the day and position you want.

Both paths respect any tech or day you’ve locked for that customer.

See also: “Why is a customer ‘inactive’?” and “Lock a customer to a specific tech or day.”