Organization Settings – Edit Company Profile, Business Settings And Preferences

Company Profile

Edit your company's details including its name, the industry in which it operates, its size, and its ZIP code.

Geofencing

You can create Geofences around customer addresses to enable Route4Me's software to detect when a User or Vehicle arrives at or departs from a location. Customize the Geofence's shape, radius, time on site, and the maximum speed for detecting when the Geofence has been visited. NOTE: You can adjust metric/imperial settings from your Account Settings.

Avoidance Zones

You can create Avoidance Zones to exclude high-risk or undesirable areas when planning routes. Define the parameters of these Zones by drawing them on the Interactive Map or importing KML data for more precise geographic locations. You can also access, edit, or delete your existing Avoidance Zones.

Customer Notifications

You can notify customers about their order statuses by adding automated notifications for specific events. Manage message delivery methods, create custom message templates, and edit, pause, or delete existing Notifications. You can also manage your Notification providers.

Operations

Enable notifications for new routes, dispatch started routes, hide default destination statuses, and access the custom destination statuses page. See below for detailed information.

Permissions

Change route and destination statuses, enable the "return to sender" scanner, and edit or delete proof of visit notes. See below for detailed information.

Custom Note Fields

Add, edit, or delete Custom Note fields.

Custom Order Fields

Add, edit, or delete Custom Order fields used to add new statuses to Orders.

Customer Portal

Manage how customers track their orders in real time through a branded interface. You can control what information they see, customize the portal, and automate notifications to keep them informed.

Data Retention

View and track the types of data stored in your account, including Order and Route Data, Addresses, Notes, and more, along with their storage amounts over time.

System Consumption

View a summary of the different requests made from your account to Route4Me’s server endpoints.

Advanced Configuration

Use Route4Me’s Advanced Configuration Editor to customize features, streamline operations, and tailor the platform to your unique last mile logistics needs.

Dispatch Started Routes

Routes started on Route4Me's Mobile Route Navigation App are automatically dispatched. When dispatched, customers are automatically notified of their order statuses. Learn more about Customer Notifications.

Default Destination Statuses

Hide default destination statuses and create custom ones to better suit your business needs, allowing your team to capture more accurate and relevant data in the field.

Custom Destination Statuses

Click "Manage Custom Note Fields" to create and manage custom destination statuses.

Route And Destination Statuses

Enable manual route and destination status changes in the Routes List and Route Editor. Available only to Users with route planning permissions.

Return To Sender

Enable or disable the return order scanner.

Proof Of Visit Actions

Enable or delete proof of visit notes.

API Key

Access and copy your Route4Me API Key. Learn more about Route4Me's API and SDK documentation.

Activity Feed Webhook

Route4Me’s Webhooks allow third-party systems to receive real-time notifications for various events, such as route planning, destination visits, and more. Simply enter your webhook URL into the “Callback URL” field. Learn more about Route4Me's Webhooks and Activity Feed.

Connections

Route4Me integrates with telematics vendors like Verizon Connect, Geotab, Samsara, Azuga, Fleet Complete, and many more. Review, create, edit, or delete your Telematics connection. Click the "Open" button to access the connection's Telematics Snapshot.