Custom Note Fields – Add New Destination Statuses, Custom Notes & Fields

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.

Create And Edit Custom Destination Status Notes

To open Custom Note Fields, use the Navigation Menu and go to “Settings” > “Organization Settings” > “Custom Note Fields“.

Click the “Add New Field” button to open the Field Editor and create a new Custom Note Field.

Open Your Custom Note Fields

In the “Create New Field” editor, you’ll see the following options:

1. Field Name: Set a name for the Custom Note Field or status. This is how it’ll be shown in the app and other Route4Me interfaces.
2. Field Type: Select how the new Custom Note Field will function. See the table below for a full list of options.
3. Available Options: (Only visible for the “Multiple Choice” Field Type) Specify the options a User can select for this field.

Click the “Create” button to save your new Custom Note Field.

To edit a custom stop status, click the “Edit Field” button. To delete a stop status, click the delete button next to it.

Add Custom Notes To Destinations On The Web Platform

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 by modifying Destinations from the Destinations List or Routes Page Timeline.

Route Editor – Add Custom Notes To Destinations On A Route

From the Route Editor, you can add Destination Notes with Custom Note Fields by following these steps:

1. Click the Destination you want to add a Note to.
2. In the “Destination Info” panel, scroll to the bottom, and click the Plus Icon next to “… Notes“.
3. Fill the fields in the “Add Note” pop-out.
4. Click “Confirm” to save the Note and add it to the Destination.

The Custom Note will be added the Destination, and you’ll see a new Note Icon next to it. To view the Note, you can click that Icon or click the Arrow Icon at the bottom of the “Destination Info” panel.

Edit Destinations To Add Custom Notes

You can also add Custom Notes to Destinations by modifying them from the Destinations List or Routes Page Timeline. Simply click the Plus Icon next to “Notes“, input the relevant information in the Note Fields, and click “Add Note” to finalize.

View Custom Note Data From The Routes List Or A Route Export

You can view the summed values of Custom Notes set to Numeric – Whole Numbers or Numeric – Decimals directly in the Routes List or a Route Export. This provides flexibility to analyze totals either inside the platform or through external reporting tools.

Routes List – View Custom Field Sums In Data Columns

On the Routes Page, you can view the sum totals of the Whole Numbers and Decimals numeric Custom Note Fields. To enable these data columns, click the Display Columns Icon.

Then, scroll down to “Note Custom Fields Sum“. Check the boxes next to the Custom Note sum totals you want to view.

Route Export – View Custom Field Sums In Route Export Spreadsheet

You can download numeric sum values for Whole Number and Decimal Custom Note Fields when Exporting Routes.

In the “Export Route Data” panel, check the boxes next to the Custom Note Field sums you want to include in the export.

Driver Destination Status Updates – Add Custom Notes In Real Time

Custom Note Fields are automatically available in the Route4Me Last Mile Driver App. When navigating a route, Users can access and add a custom Destination Notes by tapping on the Three-dot Icon next to a Destination and selecting “Notes“.

This will open the Notes Page on the app where the assigned User can tap “Add Note” and access all available Note fields.