Shifts Recurring Routes

How to Clone a Shift and Schedule It as a Recurring Route Template

Learn how to clone an existing custm Shift, save and rename it as a recurring route template, edit the route, view the final price and confirm a new account booking.

custm Shifts · Recurring route workflow

Turn an existing Shift into a reusable route template

Clone a route you already use, save it under Recurring Routes, choose a new schedule, update anything that changed, continue to view the final price, and confirm the fresh booking on account.

What this workflow does

Reuse a proven route without rebuilding it from scratch

Clone Route gives you a reusable starting point from an existing Shift. The cloned route is saved in Recurring Routes, where you can rename it, schedule it, make changes, and submit a fresh booking.

Who this guide is for

Customers who regularly book similar routes

Customers who regularly book similar routes and want to reduce repeat setup while keeping full control over stops, items, options, schedule, and pricing.

Before you start

  • Be signed in to the correct customer company.
  • Choose an existing Shift that you want to reuse.
  • Use Clone Route to create the reusable template.

What you can change

The template gives you the cloned route as a starting point. Before booking, you can update the schedule, pickup/depot selections, delivery stops, freight items, and job options, then continue through the final booking steps when everything is ready.

1STEP 1 - Customer Portal

Open your My Shifts customer portal

Start from My Shifts and make sure you are signed in to the customer company whose route you want to reuse.

Your dashboard gives you access to your existing shifts and the Recurring Routes workflow.
Open your My Shifts customer portal
Open your My Shifts customer portal
2STEP 2 - Clone Route

Clone the Shift you want to reuse

Find the route you want to repeat and click Clone Route. This creates a reusable copy without changing the original booked Shift.

Choose the route that most closely matches the work you want to schedule again.
Clone the Shift you want to reuse
Clone the Shift you want to reuse
3STEP 3 - Recurring Routes

The cloned route is saved as a template

After cloning, you are taken directly to the Recurring Routes tab. The cloned route is automatically saved under Templates.

The new template keeps the route structure so you can open and schedule it again.
The cloned route is saved as a template
The cloned route is saved as a template
4STEP 4 - Rename Template

Rename the template so it is easy to recognise

Click the pencil button beside the cloned template, enter a clear template name, then click Save.

Use a practical name that your team can recognise quickly when scheduling repeat work.
Rename the template so it is easy to recognise
Rename the template so it is easy to recognise
5STEP 5 - Open Route

Open the saved route template

When the template is ready, click Open Route to start a new booking from the saved route.

Opening the template starts a fresh booking workflow from the cloned route.
Open the saved route template
Open the saved route template
6STEP 6 - Schedule Date

Choose the date for the new route

Choose whether to use the current date or select a specific future date and time for the scheduled route.

Use the date and time that applies to the new booking - the original template stays available for future use.
Choose the date for the new route
Choose the date for the new route
7STEP 7 - Cloned Route

Review the cloned route

The route opens with the same route setup you cloned, including the route map, stops, vehicle selection, and pricing workflow.

Review the route before booking so you can decide whether anything needs to change.
Review the cloned route
Review the cloned route
8STEP 8 - Edit Route

Use Back to return to the editable booking steps

At the bottom of Price & Review, click Back to return to the earlier booking steps and update the route before continuing with the booking.

You can adjust pickup locations, delivery stops, freight items, and job options before final confirmation.
Use Back to return to the editable booking steps
Use Back to return to the editable booking steps
9STEP 9 - Stops & Items

Review and edit the delivery stops, items and pickup location

Update delivery addresses, pickup/depot selections, contact details, and the freight items for each stop when the new booking is different from the template. You can adjust item descriptions, types, dimensions, weights, and quantities before continuing.

Make sure each delivery stop, pickup/depot location, and freight item is correct for this new booking before you move on.
Review and edit the delivery stops, items and pickup location
Review the delivery stops, freight details and pickup/depot selections
10STEP 10 - Finalise Booking

Finalise the booking and continue to Price & Review

When you are happy with the pickup/depot, delivery stops, freight items, and options, use the Next buttons to move through the remaining booking steps, then select Book & View Price to continue to the final price and route review.

Only continue once the booking details are final. You can use Back if you still need to make changes.
Review the final job options before continuing to Price and Review
Review the final options, then continue through the booking flow to view the price
11STEP 11 - Confirm Booking

Review the booking and confirm it on your account

From Price & Review, click Confirm Booking. Check the Booking Summary, choose Continue to Account Billing, confirm the signed-in company and contact details, then click Confirm Booking on Account to complete the booking.

Before the final confirmation, check the route, selected vehicle, total hours, total price, company, and contact details.
Review the Booking Summary and continue to account billing
Review the Booking Summary and continue to account billing
Confirm the booking on your account
Confirm the booking on the signed-in account

You're ready to reuse the route.

The complete workflow is now clear: clone the Shift, save and rename the template, open it from Recurring Routes, choose the schedule, update the route details if needed, continue to view the price, and confirm the new booking on account.

Clone RouteRecurring RoutesRoute TemplateEdit Stops & ItemsBook & View PriceConfirm Booking
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