Optimization Profiles – Route Planning And Optimization Settings Templates

Route4Me’s Route Optimization Profiles make the route planning and last mile optimization process faster, more efficient, and especially convenient for enterprise businesses in 2025. You can create one or multiple Optimization Profiles and easily re-use them to optimize hundreds of thousands of routes with millions of addresses without having to manually specify settings every time. You can create Optimization Profiles for specific vehicles or drivers, different customer types, various field services or seasonal services, unique business goals, and more. You can add multiple routing business rules and optimization constraints, pre-assign vehicles and drivers, pre-schedule future routes, and more with the best route management software.

Furthermore, you can share Optimization Profiles with other team members on your enterprise route software account, helping them not only save hundreds of hours but also avoid costly errors and delays.

Create And Manage Route Optimization Profiles On Your Route4Me Account

To create a new Route Optimization Profile, go to “Settings” and then “Optimization Profiles” from the Navigation Menu. Then, click the “Create New Profile” button. Next, you can customize the settings of your new Optimization Profile.

Open Your Optimization Profiles

General – Set Route Name, Assign Users, Vehicles And Facilities

The “Create Profile” panel is where you can find and adjust route optimization settings. In detail, when you click “Create New Profile“, the “General” tab will be selected automatically. Below, you can find detailed descriptions of the settings available in every tab of the “Create Profile” panel.

Additionally, you can click the “Manage Facilities“, “Manage Users“, and “Manage Vehicles” to open the respective pages.

Schedule – Set Route Start Time And Destination Service Time

The “Schedule” tab is where you can specify the Route Start Time and Destination Service Time for routes optimized with the respective Optimization Profile.

Optimization – Schedule Routes And Set Business Rules

Next, in the “Optimization” tab, you can customize the main Optimization Profile settings. NOTE: Your Optimization Profiles can support multiple features and constraints enabled through the respective add-ons and modules. To enable additional features for your Optimization Profiles, you can use the Feature Manager or reach out to the Route4Me Support Team.

Advanced – Set Distance, Travel Time Or Waiting Time Priority When Optimizing Routes

The “Advanced” tab of the “Create Optimization Profile” enables you to apply a distance, travel time, or wait time priority to fine-tune your optimization. A higher percentage means that the variable takes priority over others when Route4Me calculates the optimal Destination sequence with the respective Optimization Profile.

Bundling – Group Stops On Route Optimization Web Software

Furthermore, in the “Bundling” tab, you can enable and customize Destination bundling settings. Bundling allows you to group Destinations with the same address or coordinates so that Destinations in the same geographical location can be visited and serviced together. To do so, enable Location Bundling by checking the “Enabled” box under “Bundle Locations“. Next, select the preferred grouping option and customize the “Bundle Settings” and “Service Time Bundling“.

Restrictions – Avoid Highways And Tolls On Last Mile Routes

Furthermore, Route4Me enables you to plan and optimize routes while avoiding certain type of roads such as highways and toll roads to save cost while planning the most optimal routes. To do so, go to the “Restrictions” tab and enable the preferred avoidance options.

Manage And Edit Route Optimization Profiles

To open and manage your Optimization Profiles, go to”Settings” and then “Optimization Profiles” from the Navigation Menu. To edit an Optimization Profile, click the Arrow Button next to the profile and then select the preferred action. Additionally, click the “Edit Optimization Profile” button to adjust any of the optimization settings described in this guide.

NOTE: Sub-users can see, edit, and use the Optimization Profiles created by the users they report to. Accordingly, you can see and use the Optimization Profiles created by the user you report to, and your sub-users can see and use your profiles. Learn more about user permissions and Route4Me’s user types and team hierarchy.

Use Route Optimization Profiles To Optimize Last Mile Routes

After creating your Optimization Profiles, they instantly become available for planning and optimizing routes. The first Optimization Profile you create automatically becomes your Default Optimization Profile. Equally important, your sub-users can also see and use your Optimization Profiles.

First, go to “Plan New Route” from the navigation menu and then select the preferred method for adding or uploading addresses: Interactive Map Editor, Copy and Paste, Upload a File, or Import Data. Next, you can use the pre-selected Default Optimization Profile or select another preferred Optimization Profile from the list. You can select and use only one Optimization Profile per the set of added or uploaded addresses.

If you don’t want to use Optimization Profiles, you can click the “Skip” button and manually customize your optimization settings.

Optimized routes inherit the Route Name and are scheduled for the Start Time specified in the Optimization Profile. Additionally, optimized routes are dispatched to the selected User (driver) and Vehicle. You can dispatch routes to other drivers and dispatch routes to other vehicles by re-assigning them.