Custom Notes – Create Custom Route Destination Status Notes
Delivery drivers, field sales reps, field service technicians, and other field team members often need to capture accurate data for seamless enterprise business operations. Route4Me’s Android and iOS route planner apps simplify this by enabling team members to add custom route destination status notes. Tailored for any industry—whether food delivery, pest control, or another type of business—these customizable notes ensure efficient, accurate data collection with minimal effort. This guide explains how to create predefined route destination statuses for quick and reliable updates.
Table of Contents
Create And Edit Custom Destination Status Notes
To open Custom Note Fields, go to “Account” in the Navigation Menu, then click “Account Settings“. From your Accounts Settings Page, click on “Custom Note Fields” under “Admin“. Click the “Add New Field” button to open the Field Editor and create a new custom destination status.
In the “Create New Field” window, give the custom destination status a title or name under “Field Name“. In “Available Options“, specify which options will be available for selection when using this custom status. Click the “Create” button to save the custom note status.
To edit a custom destination status note, click the “Edit Field” button. To delete a status note, click the delete button next to it.
Enable Custom Notes From The Route Editor Or Routes Map
Once saved, the custom destination status note is instantly enabled for your entire Route4Me account and can be added to a destination from the Route Editor or Routes Map.
Route Editor – Add Custom Notes To Destinations On A Route
From the Route Editor, click the route destination you wish to add the custom status note to. Then, click the icon next to “Notes” under “Destination Info“.
The “Add Note” window will appear. Complete all fields and click the “Confirm” button to finalize.
The custom status will be added as a Note attached to a route stop. To view the Note, click on the arrow next to it in “Notes“. You can also use the Update Type filter to search for and view the Note.
Routes Map – Add Custom Notes To Destinations On The Interactive Map
From the Routes Map, click on a destination in the Interactive Map or the Routes Timeline under the Map. Then, click “Modify Destination“.
Next, in the “Modify Destination” window, click the “Add a Note” button.
After completing all fields, click the “Add Note” button to add the Note to the destination.
To view the newly-added note, scroll down to the “Notes” section.
Driver Destination Status Updates – Add Custom Notes In Real Time
Once created, Custom Notes are automatically available in Route4Me’s iOS iPhone Route Planner App and Android Route Planner App. When navigating a route, drivers and other field team members can access and add a custom destination status Note by clicking on the Information Icon or Three-dot Icon. Also, when setting a Visit Status, they can click the arrow next to “Notes” to add the Custom Note to a destination. Learn more about stop statuses and proof of visits.
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