Shifts Recurring Routes

How to Schedule a Saved Recurring Route Template

Learn how to reuse a saved recurring route template in My Shifts, review the route details, choose the pickup date and pickup time, and schedule the booking on account using the same stops and items.

custm Shifts · Recurring route workflow

Schedule a saved recurring route template

Use this workflow when you want to book the same recurring route again with the same stops and the same items. From Recurring Routes, you can review the saved template, schedule the pickup date and time, and book the route directly to your account.

What this workflow does

Reuse a template without rebuilding the route

The saved recurring route template keeps the same route structure, stops, and freight items so you can book the route again faster.

What happens when scheduled

Custm creates the booking on account

Once you select the pickup date and pickup time and confirm the schedule, the route is automatically booked and billed to your account.

Before you start

  • Sign in to the correct customer company in My Shifts.
  • Open the Recurring Routes tab.
  • Make sure the template already contains the route you want to reuse.

When to use this

This is ideal when you want to use that specific route again with the same stops and the same items, without rebuilding the booking from scratch.

1STEP 1 - Review the Template

Check the saved route details before scheduling

In the Recurring Routes tab, find the template you want to use again. If you want to review the full route before booking it, click the dropdown toggle on the template card to expand the saved details.

The expanded view lets you check the route template details before scheduling, including the pickup locations, dropoff stops, and the freight items saved on that route.
Expanded recurring route template showing route details, stops, and freight items
Use the dropdown toggle to review the template details, including the items, before scheduling.
2STEP 2 - Schedule Route

Choose the template and click Schedule Route

When you are ready to book that saved route again, stay in the Recurring Routes tab, find the correct template, and click Schedule Route.

This action opens the scheduling modal for that template so you can choose the booking date and time for the next run.
Recurring Routes template card with the Schedule Route button
Choose the saved template you want to reuse, then click Schedule Route.
3STEP 3 - Pickup Date and Time

Select the pickup date and pickup time, then schedule the booking

In the Schedule Route modal, select the pickup date from the calendar and choose the pickup time. Once those details are correct, click Schedule route.

After confirmation, custm automatically creates the booking using that saved route template and it will be billed to your account.
Schedule Route modal with calendar date selection and pickup time field
Select the pickup date and time, then click Schedule route to book it on account.

Your recurring route is ready to schedule again.

The workflow is simple: review the saved template if needed, click Schedule Route, choose the pickup date and pickup time, and confirm the booking. The route is then booked again using the same stops and the same items.

Recurring RoutesSaved TemplateSchedule RouteSame StopsSame ItemsBooked on Account
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