Tasks and locations

PathPilot is built from three things:

• A location is a saved place with a name and an address, like a customer or a depot.
• A stop is a location added to a run.
• A task is something to do at a stop. Every task has a type: Buy, Do, Pick up or Drop off.

Tasks always belong to a run. Add the location first, then add it to a run as a stop, then add tasks to the stop.

Save a location in the app

1. Open the Locations tab.
2. Tap Add. The Add location screen opens.
3. Start typing the address and pick it from the list.
4. Give it a Location name, then tap Save.

Save a location on the website

1. Open Locations.
2. Press the add location button.
3. Enter a Name and an Address. You can also add a phone number, opening hours and service minutes for each place.
4. Save the location.

Add a task in the app

1. Open the run on the Runs tab.
2. On the stop, tap Add task.
3. Enter a Title, pick the Type and add Notes (optional) if you like.
4. Tap Add task.

You can also tap New Task on the Dashboard. Choose the run and the stop, or pick a saved location under Or add a stop to add it to the run as a new stop.

Add a task on the website

1. Open the run from Runs.
2. On a stop, press Add task, enter the task and save it.

Unassigned tasks

Tasks that aren't in any run show in an Unassigned tasks card on the Runs tab. Use Move to a run to put one in a run, or delete it.

Plan limits

Saved locations and open tasks count toward your plan's limits. Done and archived tasks don't count. See Personal plans.