Custom Note Types – Create Custom Stop Statuses for Route Notes
When your drivers and remote team members are out in the field, they may need to capture different types of valuable actionable intelligence that is crucial to your business operation. With Route4Me’s Android and iOS route planner apps, your field service technicians, field sales reps, delivery drivers, and other field employees can add notes with custom order statuses, text descriptions, photos, videos, audio recordings, and even captured signatures to your route stops. That being said, Route4Me is used by various businesses of different sizes, from construction and food delivery to garbage collection and pest control, and with that in view, each business requires capturing different types of information. To accommodate the particular needs of your business or unique business model, Route4Me allows you to create custom order statuses for each of your route stops so that your team members can capture more accurate and relevant data when out in the field. Custom note statuses also allow you to get more control over what data needs to be collected and help you to save more time on data input. Thus, you can create multiple custom stop statuses that are unique to your specific business, and instead of manually typing a text status for each route destination, your team members will be able to select one of the multiple predefined custom statuses and add them to the given route stops with just a touch of the button.
To open the stop status customization interface, first, log into your Route4Me account and then open the following link in the same or another tab in your browser: https://route4me.com/account/settings/custom-note-fields
After that, in the status customization interface, to create a new custom status for your notes, first, click on the Create New Field button in the top left corner of the screen to open the Field Editor.
Next, in the Field Editor, fill out the following fields:
- Field Name: The title/name of the custom stop status;
- Available Options: The options that will be available for selection when using this custom stop status.
Click on the Save button to save and activate the custom status.
Repeat the process to add more custom statuses. To delete or edit custom statuses, use the Edit and Delete buttons next to the corresponding statuses in the status customization interface.
Custom statuses are added to notes that are attached to route stops. By default, after adding one or multiple new custom statuses, the default Update Type status remains unchanged on the Route4Me Web Platform.
By default, after adding one or multiple custom statuses to your account, the default Update Type status is removed from your notes when using Route4Me’s iPhone Route Planner.
By default, after adding one or multiple custom statuses to your account, the default Update Type status is removed from your notes when using Route4Me’s Android Route Planner.