Customer Route & Court Pickups (Retainer Work)

Customer Route & Court Pickups (Retainer Work)

Summary: Schedule driver routes to customer offices for court runs, with times/days and optional call-in blocks.

Quick answer

Use Customer Route maintenance to add driver/time/day entries per customer; notes print on the court route list.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Customer Route** maintenance.
    media/customer-route-and-court-pickups-01.png

    [Insert screenshot for Step 1]

  2. For each pickup, enter **Driver**, **Route/Time/Day of Week**, and any **Notes**; check **Call-in** to block time.
    media/customer-route-and-court-pickups-02.png

    [Insert screenshot for Step 2]

  3. Print the **Court Route List** to see all scheduled pickups and comments.
    media/customer-route-and-court-pickups-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Routes display on the list with correct times/days; notes print on the route report.

Troubleshooting

If entries don’t appear on the route list, verify the customer is linked and the route day/time is valid.

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