Optimization Profiles – Route Planning And Optimization Settings Templates

Route4Me’s Route Optimization Profiles simplify route planning and last mile optimization by letting you create reusable settings that automatically apply to any route. You can configure profiles for specific vehicles, drivers, field services, seasonal services, or other business scenarios, and set rules and constraints to guide route optimization. When shared with team members, a profile ensures everyone uses the same settings, with Route4Me automatically applying its rules – including vehicle and driver assignments and scheduled start times – to each planned route. These profiles make managing complex routing operations faster, more accurate, and easier to scale.

Create And Manage Route Optimization Profiles On Your Route4Me Account

To create a new Route Optimization Profile, go to “Optimization Settings” > “Optimization Profiles” from the Navigation Menu. Then, click the “Create New Profile” button.

You’ll be redirected to the “Create Profile” editor here you can customize your new Optimization Profile’s settings.

Open Your Optimization Profiles

Manage And Edit Route Optimization Profiles

To edit an Optimization Profile, click the Arrow Button next to the profile, then select your preferred action.  You can also click the “Edit” button to adjust any of the optimization settings described in this guide.

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

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

The “General” tab is selected by default when creating a new profile, where you can configure route optimization settings. Detailed descriptions of all settings in each tab are provided in the tables below.

You can also open the “Manage Facilities“, “Manage Users“, and “Manage Vehicles” pages from this panel.

Table is not published.

Schedule – Set Route Start Time And Destination Service Time

From the “Schedule” tab, 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

From the “Optimization” tab, you can customize the main Optimization Profile settings.

NOTE: Optimization Profiles can support multiple features and constraints enabled through the add-ons and modules. To enable additional features for your Optimization Profiles, use the Feature Manager or contact Route4Me Support.

Table is not published.

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

From the “Advanced” tab, you can 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 Optimization Profile.

Table is not published.

Bundling  – Group Stops On Route Optimization Software

From the “Bundling” tab, you can enable and customize destination bundling. Bundling groups Destinations with the same address or coordinates so that locations in the same area can be visited and serviced together.

To set this up, check the “Enabled” box under “Bundle Locations“, choose your preferred grouping method, and adjust the “Bundle Settings” and “Service Time Bundling” options.

Table is not published.

Restrictions – Avoid Highways And Tolls On Last Mile Routes

From the “Restrictions” tab, you can set limits and avoidance options to plan safer, more efficient, and cost-effective routes. These options are detailed in the table below.

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. Your sub-users can also see and use your Optimization Profiles.

First, go to “Dynamic Routing” > “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.