Adding Notes to Stops Using Route4Me’s iPhone Route Planner
Route4Me’s iPhone app allows you to add notes to the addresses/stops on your routes. Notes can contain delivery statuses, descriptive text, uploaded images and signatures. Adding notes to stops helps to document important information about performed routing activities and make sure that you are always on the same page with your team members and your customers. Notes also contain data that can make your routing transactions and processes more secure and help you avoid various types of fraud. Learn how to set up geofence triggered alerts for opening notes automatically when arriving at a destination here.
To add a note to a stop with your iPhone, first, go to the “Stops” screen and tap on the note icon below the address of a destination.
On the “Notes” screen, you can either tap “Add a Note” or tap on the note icon in the top-right of the screen.
Selecting a Note Status
Tap on the drop-down menu at the top of the screen. By default, the note’s status is set to “Unclassified.”
Select one of the corresponding statuses from the available list, then tap “Done.”
Adding Text to a Note
To add custom text to a note, tap on the area below the status drop-down menu and type in the content.
Adding an Image or a Video to a Note
You can take a picture or record a video and add it to your note directly. Alternatively, you can upload one of the media files saved on your device.
To take a new photo or record a video, tap on the camera icon at the bottom of the screen.
Next, take a picture or record a video using your camera app.
To upload a media file from your iPhone, tap on the image icon at the bottom of the screen, then select a file from your gallery.
NOTE: You can add only one image or video per note. If you need to add more than one media file to a stop, you can create multiple notes. Media files have a file size upload limitations of 50MB for images and 200MB for videos.
Adding an Audio Recording to a Note
To add an audio recording to a note, tap on the microphone icon at the bottom of the screen and record the message.
NOTE: You can add only one audio recording per note. If you need to add more than one recording to a stop, you can create multiple notes. An audio recording has a file size upload limitation of 200MB.
Adding a Signature to a Note
Route4Me iPhone app can capture signatures to improve the security of your route planning activities and avoid various types of fraud. Signatures can be written with a finger or by using a capacitive pen.
To add a signature to a note, first, tap on the signature icon at the bottom of the screen.
Capture the signature inside the grey area, then tap “Done” to add it to the note.
NOTE: You can add only one signature per note. If you need to add more than one signature to one stop, you can create multiple notes.
Saving the Note
To save the note and add it to the stop, tap “Done” in the top right corner of the screen.
Once the note has been added to a stop, a note icon with a number will be displayed under the address of the note. Tap on the corresponding icon with a number to open all notes of the stop.
On the “Notes” screen, you can open and view all notes of the stop. You cannot modify existing notes. If you need to add more information about the stop, you can create multiple notes.
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