1
Open route editing
In Planning, select the relevant date or week and choose Edit routes.
2
Arrange visits
Drag unfinished visits within a route, between members or dates, or from the unplanned backlog into a route.
3
Review the preview
Sweeply recalculates timings and travel. Review direct visit moves, related route updates, missing coordinates, fallback travel estimates, working-hour impact, and eligibility warnings.
4
Review protected customer promises
Confirm any changed notified interval and choose whether to send an updated before-delivery notification when offered.
5
Enter a reason and apply
Save the route after the preview matches your intent. If the route changed during review, inspect the refreshed preview before applying it.
Manual route ownership
Saving a manual edit marks the affected member-and-date route as manually owned. Automatic planning skips the whole route rather than silently changing part of your operator-authored sequence. Use Release manual route lock when you want automatic planning to control the route again. You cannot release it on a date that is still protected by the before-delivery calendar lock.Started and completed visits
- Completed visits are fixed history and cannot be moved or omitted.
- An active unfinished visit can be moved manually, even after it was started. Applying that change clears its started state.