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Hola!

Day One at Lakeshore

Welcome To The Office At Lakeshore Transportation!  No matter what your role will be there are quite a few things to get out of the way as you learn the roles. From our communication stack to logging in to RouteGenie for the first time it all may seem a little...

Help Guide
First Day
Communication
Gmail
Communication
Slack
Slack
Setting up
Gmail
Setting up
Domain name
Company Email

Getting Logged In

Navigating RG A High Level Overview

Getting Your Credentials Getting logged in to RG for the first time will require that a user account has been set up on your behalf. If this has not taken place yet you can ask the office administrator to do this for you.  Your personal work email should be us...

Help Guide
password
RouteGenie
Setting Up
Gmail
Users

Navigating RG

Navigating RG A High Level Overview

Welcome When you first log in to RouteGenie this is what you will see more or less:  There is a lot going on here but lets work from left to right.  One of the first things you are going to notice is a navigation bar fixed on the left of the window with the "R...

RouteGenie
Overview
RouteGenie
Navigation
Lakeshore Transportation
N.E.M.T
Help Guide

Viewing A Trip

Navigating RG A High Level Overview Looking At Different Objects In RouteGenie

Viewing A Trip In RouteGenie There are many different instances in which you would view a trip in RouteGenie, From the Dispatch and Pre-Assign interfaces to reservations it is one of the most common objects you are going to encounter.  Looking at a trip in the...

RouteGenie
Trips
Help Guide
Trips
Help Guide
Navigation
Help Guide
First Day
Scheduling
Trips
Trips
Trips
Trip Status
Trips
Trip ID

Looking At Vans In RG

Navigating RG A High Level Overview Looking At Different Objects In RouteGenie

Vehicle Overview First things first lets get started by taking a look at the Vehicle interface. In this log you will see a list of all the vehicles we currently have available to us at lakeshore. Unlike a lot of the other logs we take use in RG this one will f...

Help Guide
vans
RouteGenie
RouteGenie
vehicles
RouteGenie
maintenance
N.E.M.T
Lakeshore Transportation
vehicles

Looking At Clients In RG

Navigating RG A High Level Overview Looking At Different Objects In RouteGenie

Client Overview The next object we will take a look inside of RG will be clients, The ongoing Client log is found in the Passengers interface: Taking a look at the passenger interface it is pretty straight forward, it provides a list of passengers along with s...

Help Guide
client
Help Guide
Passenger
RouteGenie
Passenger
RouteGenie
Lakeshore Transportation
Scheduling

Looking At Employees In RG

Navigating RG A High Level Overview Looking At Different Objects In RouteGenie

Employee Overview Last up in this series we will take a quick look at employee profiles. These have a lot in common with the way they work in the sense that you can also think of employees as an object that can be used through out RG and edited in the profile....

Help Guide
Users
RouteGenie
Users
RouteGenie
Lakeshore Transportation
N.E.M.T
Users

Recording A Trip From A Phone Call (Video Lesson)

Recording Trips In Route Genie (Video L...

Booking Trips Over The Phone This Guide will assume basic knowledge of RouteGenie and that you have set up your work accounts for both Gmail and RouteGenie One of the most common ways we record trips at lakeshore is over the phone. When a client calls in with ...

Help Guide
Trips
Help Guide
Video
Help Guide
Pricing Calculator
Help Guide
Trip Form
Video Guide
RouteGenie
Trips
RouteGenie
Scheduling
Lakeshore Transportation
RouteGenie
Trips
Trip Entry
Scheduling
N.E.M.T

Booking a Standing Order (Video Lesson)

Recording Trips In Route Genie (Video L...

This article will assume you understand the basics of RouteGenie as well as how to book a regular order.  Pre-Requisite Reading The guide linked below will go in depth on adding orders to the RouteGenie system, that will not be specifically covered in this gui...

RouteGenie
Standing Order
RouteGenie
Trips
RouteGenie
Scheduling
Help Guide
Trips
Help Guide
RouteGenie
Orders
Standing Orders
Scheduling