Company Snapshot – Centralized Company And Operations Data
The Company Snapshot is a centralized dashboard where you can easily access and manage data across your operations. Instead of navigating between separate pages, you can work with fully functional sections for routing, business operations, teams and equipment, and more. In addition to data access and management tools, you can use the same summary metrics, filters, and customization options you’re familiar with from other Route4Me pages. Keep reading to learn more.
NOTE: If you need to access or can’t open your Company Snapshot, contact Route4Me Support.
Your Company Snapshot Page is divided into tabs that correspond to the main Route4Me tools and pages with the same name. For example, the “Routes” tab has the same functionality as the Routes List customizable data table from the Routes Page.
See the table below to learn more about the available company data categories.
| Category | Description |
|---|---|
| Routes | View and manage all routes, including planning, optimization, and performance details. |
| Destinations | Access and manage all route destinations with associated details such as addresses, Service Types, and statuses. |
| Orders | View, create, and manage Orders, including tracking status and linking them to routes and locations. |
| Activity Feed | Monitor real-time updates and actions across the platform, including route changes and user activity. |
| Users | Manage user accounts, roles, and user permissions across your organization. |
| Vehicles | View and manage fleet information, including vehicle details, capacity profiles, and more. |
| Customers | Access and manage customer profiles and associated data across your operations. |
| Locations | View and manage all locations, including addresses and attribution. |
| Contracts | Manage service agreements, terms, and pricing associated with customers or operations. |
| Notes | View and manage notes added to destinations across routes as part of proof of visit workflows. |
| Attachments | Access files and documents associated with route notes, orders, and other records. |
| Label Scans | View and manage barcode or label scan data for tracking and verification purposes. |
| HOS (Hours of Service) | Monitor driver hours of service events to ensure transparency and compliance with regulatory requirements. |
Visit Route4Me's Marketplace to Check out Associated Modules:
- Operations
Audit Logging and Activity Stream
- Operations
Custom Data Add-On
- Operations
Advanced Team Management Add-On
About author: Kristian Andreev
