Configure auto-generation, auto-add customers, skip and revisit mode, route reschedule policies, trash day mode, and max stops per route.

Routes & Scheduling Settings

The Routes & Scheduling settings page controls how routes are generated, how customers are added to templates, and how skips and reschedules are handled.

Auto-Generate Routes

Setting	Description
Auto-generate routes	Toggle on/off. When enabled, a daily cron job generates draft routes for upcoming dates.
Days ahead (`auto_generate_days`)	How many days in advance to generate routes. Default: 7.

When auto-generation is on, routes are created as draft status, ready for review and dispatch.

Auto-Add Customers to Routes

Setting	Description
Auto-add to route (`auto_add_to_route`)	When enabled, new customers are automatically added to the appropriate master route template with `approval_status = 'approved'`. When disabled, new customers are added with `pending` status and require manual approval.

Trash Day Mode

Controls how trash pickup day is determined for properties:

Mode	Behavior
`per_property`	Each property has its own `trash_day` field. Useful when different neighborhoods have different pickup days.
`uniform`	All properties use the tenant-level `default_trash_day`. Useful when your entire service area has the same trash day.

Trash day information helps schedule services relative to when trash is collected (e.g., clean bins after pickup).

Max Stops Per Route

Setting	Description
Max stops per route (`max_stops_per_route`)	Global cap on stops per generated route. When a template has more stops than this limit, the generation engine splits them across multiple routes. Set to `null` for no limit.

Individual templates can also have their own max_stops setting which overrides the global value.

Skip & Revisit Mode

Controls how revisit stops are handled when a skip occurs:

Mode	Description
`end_of_route`	Revisit stops are appended to the end of the current route
`optimized`	Revisit stops are inserted at the geographically optimal position
`none`	No automatic revisits — skips are handled by reschedule or skip actions only

See Skip & Reschedule for the full skip policy configuration.

Skip Policies

Configure what happens when a stop is skipped, organized by skip category and service frequency:

For each combination, choose an action:

revisit_today — add to today's route
reschedule_next_week — add to next week
reschedule_next_available — add to next available date
skip — no follow-up

Example configuration:

Category	Weekly	Biweekly	Monthly
No Access	Revisit today	Reschedule next	Reschedule next
Weather	Skip	Reschedule next	Reschedule next
Operational	Revisit today	Revisit today	Reschedule next
Customer Request	Skip	Skip	Skip

Route Reschedule Policies

Configure the default action when an entire route is rescheduled:

Reason	Default Action
Weather	`reschedule_next_day`
Holiday	`skip`
No Trash Service	`reschedule_next_day`
No Driver	`reschedule_next_day`
Vehicle Issue	`reschedule_next_day`

Actions: reschedule_next_day, skip, or manual.

Route Generation — how auto-generation works
Skip & Reschedule — detailed skip policy documentation
Master Routes — template stop management

Routes & Scheduling Settings

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