How does the Jarbas Collection Route Work?
The Collection Route in Jarbas helps organize client visits for more efficient billing, saving time and resources. This tool simplifies route planning, speeds up payment collection, and strengthens customer relationships.
To create a route,
follow these steps:
- Tap on Installments Plan on the main screen, then on Routes.
- Tap the Create Route button and fill in the details about the collection route you want to create.
IMPORTANT:
- Under the “Assign User” option, you can designate a team member to the route you are creating.
- In “Mode,” choose how you want to organize your route, whether by installments or by customers.
- Tap Save. After this, you can edit your route if necessary.
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