Guide 4 Admins
- Registration and Sign-In
- Registration for Route4Me Web Account
- Schedule a Route4Me Training Session – Onboarding Calendar
- Google SSO – Registration and Account Sign-In
- GitHub Authentication – Registration and Account Sign-In
- Filling Out Your Route4Me Account Information After Registering with Google, LinkedIn, or GitHub
- Share Quote – Sharing a Marketplace Package or Custom Solution Quote from the Route4Me Web Platform
- Route4Me Account Activation – How to Activate Your Route4Me Web Account
- Apple ID Authentication – Registration and Account Sign-In
- Microsoft Azure SSO – Registration and Account Sign-In
- Account Settings
- Account Settings – Route4Me Web Account Management
- Account Language Settings and Supported Languages
- View Primary Account Activity History and Login History
- Contact Route4Me’s Customer Success Department – Web
- View Routing File Upload History for Your Route4Me Account
- Route4Me API Key – How to Get Your Route4Me Account API Key
- Geofence Settings – Adjusting Your Route4Me Account Geofencing Settings
- Enabling Geofences and Viewing Geofence Activities on the Interactive Map – Route4Me Geofencing
- Route4Me Callback Settings – Setting Up Activity Feed Webhooks on Your Route4Me Web Account (Callback URL)
- Account Contact Details – Updating Your Route4Me Account Contact Details: Name, Avatar (Photo), Phone Number, and Email
- Company Profile – View & Update Your Route4Me Account Company Profile Information
- Account Preferences – Adjusting Your Route4Me Web Account Preferences (Distance Units, Fuel Consumption Units, Language, and Time Zone)
- Route4Me IT Administrator’s Guide
- Retrieve Onboarding Recordings – How to Download Your Training Recordings
- Create and Manage Team Members
- Team Hierarchy by User Type – User Permissions & Access
- Invite Team Members with Pre-Assigned Roles to Join Route4Me
- Create New Team Member User Accounts on the Web Platform
- Manage Users Linked to Your Route4Me Account – Web Platform
- Edit Users & Team Member Accounts on the Web Platform
- Add, View, and Edit User Custom Data on the Web Platform
- Delete Users & Team Member Accounts Using the Web Platform
- Registering a New Route4Me Account After Being Invited to Route4Me
- Bulk Member Import – Importing Multiple Users into Your Route4Me Account in a Single Upload
- User Types and Permissions
- Team Hierarchy by User Type – User Permissions & Access
- User Types and Account Level Permissions
- Edit the Company Visibility Settings from the Web Platform
- Enable Read-Only Mode for Team Member Accounts – Web Platform
- Account Owner Route4Me User Type
- Administrator Route4Me User Type
- Regional Manager Route4Me User Type
- Dispatcher Route4Me User Type
- Route Planner Route4Me User Type
- Analyst Route4Me User Type
- Driver Route4Me User Type
- Route4Me Global Address Book
- Route4Me Global Orders List
- Global Vehicles List – See All Vehicles in Web Route Planner
- Vehicle Permissions & Vehicle Visibility by User Type
- Hide Expired Routes – Route4Me Team Management
- Future Routes Visibility Settings – Route4Me Team Management
- Dispatch Routes to Team Members
- Dispatch Routes from the Web Platform to Mobile Apps
- Assign Team Members & Users to Routes – Android Route Planner
- Assign Users & Team Members to Routes – iOS Route Planner
- Assign Users When Planning Routes on the Web Platform
- Dispatch Routes to Drivers – Assign Users to Planned Routes
- Auto-Assign Users to Multiple Routes on the Web Platform
- Share Routes vs Assign Users to Routes – Web Platform
- View All Routes That a User Is Assigned To
- Route Sharing – How to Share Routes by SMS, Email, and Public URL
- Track Team Members and Vehicles
- Route4Me GPS Tracking – Tracking Distance & Breadcrumbs
- Export Route Tracking History – Route4Me Web Platform
- Dispatch Routes from the Web Platform to Mobile Apps
- Android GPS Tracking – Track the Location of Team Members on Route Planner
- Track the GPS Location of Team Members on a Map – iOS
- Real-Time GPS Tracking – Track Drivers and Vehicles on the Map
- Multiple Users GPS Tracking – Tracking Multiple Team Members on the Interactive Map in Near Real-Time (Routes Map)
- GPS Tracking History Movie – Viewing the Tracking History Movie of Your Team Members on the Interactive Map in the Route Editor
- User Clustering – Using the Map Clustering When GPS Tracking Multiple Team Members on the Interactive Map in Near Real-Time
- User Tracking Account-Level Permissions
- Vehicle Position Refresh Rate – Understanding and Adjusting the Vehicle Position Refresh Rate of Your Telematics Fleet on the Route4Me Web Platform
- Requesting Integration With Telematics Vendors on Telematics4Me
- Team GPS Tracking History – Viewing the Tracking History of Multiple Team Members on the Same Map Using the Routes Map
- Dynamic Route Deviations Detection – Using Route4Me’s GPS Tracking for Detecting Dynamic Route Deviations in Near Real-Time
- Route Deviations Detection – Identifying Route Deviations Using Route4Me’s Team GPS Tracking History on the Interactive Map
- Android App Team Management
- View and Manage Team Members Accounts – Android Route Planner
- Create New User Accounts – Android Route Planner
- Edit Existing User Accounts – Android Route Planner
- Android GPS Tracking – Track the Location of Team Members on Route Planner
- Delete Users and Team Member Accounts – Android Route Planner
- Assign Team Members & Users to Routes – Android Route Planner
- Call Users & Team Members – Android Route Planner
- Route4Me Android Live Chat – Live Team Chat in the Activity Stream on Android Route Planner
- iPhone App Team Management
- View and Manage Team Members & Account Users – iOS
- Create New Users & Team Member Accounts – iOS Route Planner
- Edit Users & Team Member Accounts – iOS Route Planner
- Track the GPS Location of Team Members on a Map – iOS
- Assign Users & Team Members to Routes – iOS Route Planner
- Delete Users & Team Member Accounts – iOS Route Planner
- Make Calls to Users & Team Members – iOS Route Planner
- Route4Me iOS Activity Stream – Viewing Your Routing Activity History Using Route4Me’s iPhone Route Planner
- Route4Me iOS Live Chat – Using the Live Team Chat in the Activity Stream on Your Route4Me iPhone Route Planner
- Create and Manage Vehicles
- Add New Vehicle – Create New Vehicles in Web Route Planner
- Vehicle Management – Use Vehicle Editor in Web Route Planner
- Edit Vehicle – Update Vehicle Profiles in Web Route Planner
- Global Vehicles List – See All Vehicles in Web Route Planner
- Delete Vehicle – Remove Vehicles from Web Route Planner
- Vehicle Permissions & Vehicle Visibility by User Type
- Vehicle Fuel Consumption & Fuel Costs Settings
- Active Vehicle – Enable Vehicles to be Assigned to Routes
- Commercial Vehicle and Truck Routing
- Create Commercial Vehicle with Commercial Routing Parameters
- Edit Commercial Vehicle – Manage Commercial Routing Vehicles
- Plan Routes for Commercial Vehicle and Truck Routing
- Hazmat Route Planning – Hazmat Vehicle Routing Profiles
- Commercial Vehicle Routing vs Regular Vehicle Routing
- Convert Regular Car Routes into Commercial Vehicle Routes
- Regular Car Navigation vs Commercial Truck Navigation
- Dispatch and Track Vehicles
- Route4Me GPS Tracking – Tracking Distance & Breadcrumbs
- Vehicle Dispatch – Assign Vehicles to Scheduled Routes
- Dispatch Routes to Vehicle – Assign Vehicles to Planned Routes
- Real-Time GPS Tracking – Track Drivers and Vehicles on the Map
- Multiple Users GPS Tracking – Tracking Multiple Team Members on the Interactive Map in Near Real-Time (Routes Map)
- GPS Tracking History Movie – Viewing the Tracking History Movie of Your Team Members on the Interactive Map in the Route Editor
- Dynamic Route Deviations Detection – Using Route4Me’s GPS Tracking for Detecting Dynamic Route Deviations in Near Real-Time
- Route Deviations Detection – Identifying Route Deviations Using Route4Me’s Team GPS Tracking History on the Interactive Map
- Route Editor
- Route Editor – Route4Me Web Platform
- Re-Optimize Planned Routes With and Without Visited Stops
- Reverse Optimized Routes Using the Route Editor – Web
- Refresh Route Directions – Update Directions of a Route
- Customize Interactive Map Settings & Map View – Route Editor
- Customize the Summary Table with Route Metrics
- Dynamic Route Manifests – Route4Me Web Platform
- View and Add Notes to Routes – Web Platform
- Track the Dynamic Capacity of your Fleet
- Insert Addresses into the Route Opened in the Route Editor
- Use Quick Actions and Intelligent Search on the Web Platform
- Change the Stop Sequence on Planned Routes – Web Route Editor
- Re-Optimize Remaining Stops – How to Re-Optimize Not Visited Destinations
- Split Route Addresses Into a New Route on Web Route Planner
- Routes Map
- View Multiple Routes on a Single Map
- Routes Map – View Multiple Routes on the Map with Timeline
- Merge Routes into a Single Route Using the Routes Map
- Detailed Route Data Export – Route4Me Web Platform
- Route4Me Ultra High-Resolution Route Map Export
- Route4Me Operations Matrix (Concurrent Operations Matrix View)
- Route Reversal – Reversing Multiple Routes Using the Routes Map on the Route4Me Web Platform
- Bulk Stops Deletion – Concurrently Delete Multiple Route Addresses
- Address Book Map
- Add Addresses & Create Customer Profiles – Address Book Map
- Edit Addresses and Customer Profiles – Address Book Map
- Address Book Map Route Planning – Draw Area to Plan Routes
- Delete Address Book Map Addresses and Customer Profiles
- Guide to Working With Non Geocodable Addresses and Locations
- Generate Orders from Addresses on the Address Book Map
- Upload Spreadsheets with Addresses into the Address Book Map
- Export and Copy Addresses from the Address Book Map
- Dynamic Stop Insertion – Insert Addresses into Active Routes
- Address Book List
- Address Book List – Route4Me Synchronized Address Book
- Create a New Entry/Contact in the Address Book List
- Edit Addresses and Customer Profiles – Address Book List
- Plan Routes with Customer Profiles – Address Book List
- Export and Copy Contacts from the Address Book List
- Delete Contacts (Customer Profiles) – Address Book List
- Insert Stops into the Best Routes – Dynamic Stop Insertion
- Route Customers With Scheduling and Recurring Schedules
- Address Book Custom Data Add-On
- Upload Spreadsheets with Customers Data – Address Book List
- Bulk Upload Recurring Schedules into the Address Book
- Search Groups
- Create Address Search Groups on the Address Book Map
- Plan Routes with Advanced Address Search Groups
- Manage Advanced Address Search Groups
- Color Code Addresses and Icon Override – Search Groups
- Download Advanced Search Group Addresses in Bulk
- Custom Data Filters for Advanced Address Search Groups
- Group Code Addresses for Advanced Address Search Groups
- Generate Orders from Addresses in Advanced Search Groups
- Insert Addresses from Search Groups into the Best Routes
- Territory Management
- Address Book Map – Create Territories With Your Addresses
- Plan Territory Based Routes with Addresses within Territories
- View and Edit Territories for Route Planning
- Export Territory Addresses from the Address Book Map
- Delete Territories and Territory Addresses
- Create Overlapping, Master, and Sub-Territories
- Order Territories – Generate Orders from Territories
- KML – Create Territories from Keyhole Markup Language
- Dynamic Stop Insertion – Add Territory Addresses to Routes
- Large Routes Optimization – How to Plan Routes with Hundreds of Thousands of Destinations Using Route4Me’s Address Territories
- Dashboard - Planned vs Actual Analytics
- Dashboard – Route Analytics and Reporting
- Dashboard Report Export – Download Route Statistics and Team KPIs
- Dashboard Totals – Customize Reporting and Analytics Dashboard View
- Planned vs Actual Route Distance – Reporting and Analytics Dashboard
- Planned vs Actual Route Time – Reporting and Analytics Dashboard
- Planned vs Visited Route Stops – Reporting and Analytics Dashboard
- Activity Stream and Audit Logging
- Export Route Notes
- Use Activity Feed to See Activity Logs – Android
- Route4Me Audit Logging and Activity Stream
- Activity Stream – Track Fleet and Team Activity in Real Time
- Activity Stream in Route Editor – Track Fleet and Team Activity in Opened Route
- Activity Stream Live Team Chat for Real-Time Field Team Communicating
- Activity Stream Export – Download Fleet and Team Activity Statistics
- Mobile Activity Stream on Android Route Planner App
- Team Files – View and Manage All Files Exported from Your Route4Me Account
- Advanced Configurations
- Route4Me Geofence Triggered Alerts and Forms (Notes)
- Restrict Access to View Users – Hide Team Tab
- Advanced Configuration Editor – Enable Additional Features
- Add Custom Stop Statuses – Web Platform
- Mandatory Tasks on iOS and Android Route Planner Apps
- Mandatory Signature Capture – iOS and Android Route Planners
- Mandatory Image Attachment – iOS and Android Route Planners
- Mandatory Note Text Attachment – Mobile Route Planner Apps
- Mandatory Barcode Reconciliation – Loading and Unloading
- Show Logs Screen – Enabling the Log Files Screen for Route4Me’s Android Route Planner
- Advanced Platform Configurations – Customize Your Route4Me Account Using Advanced Configurations
- Notifications and Alerts
- Dispatch Management – Approve Routes to Execute From the Web
- Set Up Driver & Customer Icons for the Order Tracking Portal
- Enable E-Mail, SMS, and Voice Call Customer Notifications
- Route Scheduled – Customer Alerting and Notifications
- Geofence Entered – Customer Alerting and Notifications
- Geofence Departed – Customer Alerting and Notifications
- Visit Completed – Customer Alerting and Notifications
- Notify Next Customer – Customer Alerting and Notifications
- Notification Placeholders – Customer Alerts & Notifications
- Advanced Settings for Customer Notifications and Alerts
- Customer Portal – Online Order Tracking Page for Customers
- Customer Notifications White Labeling & Service Providers
- Troubleshooting Email and SMS Messaging Customer Alerts and Notifications
- Notifications FAQ – Email and SMS Messaging Notifications
- White-Labeled SendGrid Email Templates for Customer Alerting and Notifications
- Notifications History – Log of All Customer Alerts and Notifications Sent From Your Account
- Notifications Export – Download Notifications History as a CSV File
- Driver Rating – SMS and Email Customer Satisfaction Survey
- White Labeling Guide
- White Labeling & Account Customization Guide – Web Platform
- Custom Content URL Android- Embed Custom Website URL
- Hiding the Default Note Type/Stop Status Drop-Down Menu from Notes on Route4Me’s Android and iOS Route Planners
- Route4Me Android Route Planner White-Labeling Guide
- Route4Me iOS (iPhone) Route Planner White-Labeling Guide
- Custom Content URL iOS – Embed Custom Website URL
Categories
- Getting Started with Route4Me
- Guide 4 Admins
- Guide 4 Route Planners
- Guide 4 Dispatchers
- Guide 4 Drivers
- Mobile Route Planner Apps
- Add-Ons and Enhancements
- Integrations, Plugins, and Apps
- Popular Articles
- Frequently Asked Questions