Templates and recurring runs

Save a run you repeat as a template, create runs from it in a tap, and schedule it to repeat on chosen weekdays.

A template is a run you can reuse: the same stops and tasks, without a date. Each time you need it, create a run from it.

Make a template

On the website:

  1. Open Runs and switch to the Templates tab.
  2. Press New template, name it, then add stops and tasks like a run.

Or turn an existing run into a template: open the run's menu on Runs and choose Make template.

In the app:

  1. Open the Runs tab and select Templates.
  2. Tap the plus button, enter a name and tap Create.
  3. Add stops and tasks the same way as for a run. See Create a run and add stops.

Create a run from a template

In the app:

  1. On the Runs tab, select Templates.
  2. On the template, tap Create run.
  3. Under Run date, pick Today, Tomorrow or another day.
  4. Tap Create run. The new run opens, ready to build its route.

On the website, open the template's menu on the Templates tab and choose Create run.

Repeat a template on a schedule (website)

  1. Open the template on the website.
  2. In the Recurring Schedule card, tick Enable recurring schedule.
  3. Choose the weekdays and the Time.
  4. For a company, you can pick a Default driver.
  5. Press Save.

The schedule uses your timezone, or your company's timezone.

  • On a personal account, PathPilot creates a run from the template on each day you picked.
  • In a company, a draft is created the day before at this time. Publish it to send it to the driver. See Dispatch and the live board.

Company templates

In a company, templates are shared. Only dispatchers and admins can change them. Drivers can still create runs from them.