Today and routes
The Schedule page is for planning. Today is for doing: one day's jobs in order, built to use on your phone. Routes let you put a whole list of client stops on today's board in one tap.
The Today board
Open Today in the sidebar. Every business has it. The board shows:
- Today's date and a progress bar, like "3 of 7 done"
- A card for each job still to do today, in your chosen order. Jobs you haven't put in order are sorted by time.
- Done today: the jobs you've completed today
Each card shows the client, the service, the time (unless it's a "sometime that day" job), and the job's notes. It also shows the client's details for your industry, such as a pet name and gate code for dog walking or entry instructions for house cleaning, so you don't have to look them up at the door.
If nothing is scheduled today, you'll see All clear — nothing scheduled today.
Working through your day
- Reorder: drag a card by its handle (the dotted grip on the right). Biller saves the new order and numbers the stops.
- Done: marks the job complete. The card moves to Done today and the progress bar updates.
- Camera button: take or choose a photo, and the job is completed with the photo attached
- Report link: jobs under Done today link to their report, so you can add notes or more photos
Completing a job here works exactly like completing it from the Schedule page. See Scheduling and completing jobs.
What routes are
A route is a saved list of clients you serve in one outing, in driving order: a plow route after a snowfall, say, or a Tuesday cleaning loop. When the day comes, one tap adds a job for every stop to today's board.
Routes are available for general, dog walking, house cleaning, and lawn care and snow removal businesses. Tutoring businesses don't have Routes in the sidebar.
Creating a route
- Open Routes in the sidebar and click New route
- Enter a Route name
- Choose the Service for dispatched stops. Every job the route creates uses this service, which sets its price.
- Under Add stops, search for clients and tick each one to add it
- Drag the stops into driving order, and add a Stop note to any that need one
- Add any Route notes, then click Create route
To change a route later, click Edit. Turn off Active to pause a route. Paused routes can't be run.
Running a route
Click Run today on the Routes page, or under Run a route at the top of the Today board. Biller:
- Adds a "sometime today" job for every stop, in route order, with the route's service
- Copies the stop note and route notes onto each job
- Takes you to the Today board
Once a route has run today, its button changes to On today's board. If you add stops and run it again the same day, only the new stops are added. Routes always run for today; you can't run one for a future date.
Route jobs bill like any other job, including prepaid packages and seasonal contracts. Biller doesn't send booking confirmations for them.
To remove a route, click Edit, then Delete this route. Jobs it has already created stay on your schedule.
Need more help? Email us at help@biller.ca