Why isn't my customer on a route?

Most often they’re in Ready and nobody switched them on — completing a customer’s details doesn’t put them on a route. Most common first:

  1. Check the Ready tab on Customers, then use Activate Ready. If they’re Inactive instead, open them and choose “Why is this customer inactive?” — usually an address that didn’t verify.
  2. Set a service level on the property. No service level, no task list.
  3. Check they weren’t already serviced this week. A service week runs Monday to Sunday.
  4. Look for a stop labeled “Carried over.” An open carryover counts as this week’s visit.
  5. Check their day is switched on under Settings → Organization → Days You Service.
  6. Open the Planner. Customers never placed sit in Unassigned. Your whole book in there means you haven’t run Build Best Routes.

See also: “Why is a customer ‘inactive’?” and “Why didn’t my routes generate?”

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