Routes List Guide – Last Mile Route Management
Your Route4Me Routes List is a centralized route database where you can store and manage millions of planned, optimized, and scheduled last mile routes. Specifically, you can search and filter routes by their attributes, track route progress and destination statuses in real-time, assign drivers and vehicles to routes, dispatch routes, reschedule routes, edit routes, and more. Furthermore, the Routes List enables you to open and edit routes planned by Route Planners, track routes dispatched by Dispatchers, monitor route progress on routes driven and completed by drivers using the Route4Me Mobile App, and seamlessly manage all your routes on a single, centralized trusted route planning software database Additionally, learn more about Route4Me’s Team Hierarchy and user permissions for any medium size business and large business.
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Table of Contents
Customize Routes List – Route Data Column Customization
Using the Routes List, you can view routes and associated data relevant to your business. For efficiency, you can easily customize the data on your Routes List and how it’s displayed. To do so, click the Display Columns Icon. Next, in the “Display Columns” panel, check the boxes next to the items you want to enable on your Routes List. Moreover, you can customize the order of the selected columns by dragging and dropping column names to the preferred position.
NOTE: For convenience, your custom column selection and column order are saved and automatically opened when you sign in to your account. Furthermore, the Dispatch Mode and Recently Created View Modes have individual column settings and must be configured separately. You can learn more about Routes List View Modes further in this guide.
Below, you can find the list of all available Routes List columns and their descriptions. NOTE: The “Route Name“, “Assigned User” and “Assigned Vehicle” columns can’t be deselected or moved on the Routes List when configuring columns.
Column Name | Column Description | |
---|---|---|
Route | ||
Scheduled Start Time | Time and date when the route is scheduled to start (“Scheduled For” date). In “Dispatch Mode“, the column shows time only. In “Recently Created” mode, the column shows the date and time. | |
Planned End Time | Time when the route is estimated to end based on its associated optimization. Planned Route End Time = Scheduled Start Time + Planned Route Duration | |
Planned Distance | Total planned travel distance of the route. | |
Planned Duration | Total planned route time duration. Total Planned Route Duration = Total Travel Time + Total Service Time + Wait Time + Breaks. | |
Destinations | ||
Destinations Total | Number of addresses included in the route, excluding the route’s start address or depot and including the route’s final destination. | |
Visited Destinations | Total number of destinations visited by the assigned User. Destinations can be manually reported as visited via the Route4Me Mobile App or automatically detected as visited after entering a Geofence. | |
Out of Sequence Destinations | Number of destinations visited out of sequence on the route. | |
Destinations Arrived On Time | Number of destinations visited within 90 seconds before or after the Planned Visit Time. | |
Destinations Arrived Early | Number of destinations visited before the Planned Visit Time. A destination is considered as being arrived at early when it’s marked as “Arrived” on the Route4Me Mobile App earlier than and up to 1 second before the Planned Visit Time. | |
Destinations Arrived Late | Number of destinations visited 90 seconds or more after the Planned Visit Time. | |
Planned Average Service Time | Average planned service time of all planned destinations on the route. | |
Actual Average Service Time | Average actual Service Time of visited destinations only, calculated based on the reported and Geofence-detected Time On Site. Works only for visited destinations. | |
Planned Destinations | Number of destinations planned on the route. This value is equal to the total number of destinations that have not yet been assigned a status through the Route4Me Mobile App. | |
Failed Destinations | Number of destinations on the route marked as “Failed” by the driver or field employee. | |
Skipped Destinations | Number of destinations on the route marked as “Skipped” by the driver or field employee. | |
Done Destinations | Number of destinations on the route marked as “Done” by the driver or field employee. If Client-Side Geofencing is enabled, destinations are marked as “Done” via Geofences. | |
Progress | ||
User Opened Route | Date and time when the route was first opened by the assigned driver on the Route4Me Mobile App. Applies only to the “Driver” User Type. | |
Status | Current status of the route. Specifically, routes can have one of the following statuses: “Planned“, “Scheduled“, “Started“, or “Finished“. When a route is optimized, it’s assigned the Planned route status. Next, the route can get the Started and Finished statuses from the assigned driver or team member from their connected Route4Me Mobile App. | |
Actual Start Time | Date and time when the driver or field employee started the route on the Route4Me Mobile App. | |
Dispatched | Allows marking routes as “Dispatched” and shows when routes were marked as “Dispatched“. Dispatch routes to send automated SMS and Email notifications to customers on the route. Additionally, routes can be dispatched and sent to the connected telematics vendors. | |
Progress (%) | Shows how many destinations have been visited by the assigned driver. Specifically, when a destination is marked as Arrived by the assigned driver from their connected mobile app, the route’s progress is automatically updated on your Routes List in real-time. Furthermore, route progress can be updated when destinations are Detected as Visited via Geofences. | |
Actual Travel Distance (Mobile App) | Actual distance traveled by the assigned User, calculated based on the received Mobile App GPS data. | |
Actual Travel Distance (Telematics) | Total travel distance on the route detected by an installed telematics device from a Telematics Provider on a GPS vehicle. | |
Actual Travel Distance (Mobile App + Telematics) | Total GPS travel distance on the route detected by the Mobile App and telematics device. This value reflects the total travel distance, including segments where only the Mobile App or the telematics device was in use. NOTE: When both the Mobile App and the telematics device are used simultaneously, the distance is detected only once to avoid duplication. | |
Actual Travel Time (Mobile App) | Total time duration on the route detected by the Route4Me Mobile App. This value is the duration between the first and last detected tracking coordinates and includes the total travel and service time of the route. | |
Actual Travel Time (Telematics) | Total time duration on the route detected by an installed telematics device from a Telematics Provider on a GPS vehicle. This value is the duration between the first and last detected tracking coordinates and includes the total travel and service time of the route. | |
Actual Travel Time (Mobile App + Telematics) | Total actual time on the route detected by the Mobile App and telematics device. This value reflects the total travel time, including segments where only the Mobile App or the telematics device was in use, and is the duration between the first and last detected tracking coordinates, and includes the total travel and service time of the route. NOTE: When both the Mobile App and the telematics device are used simultaneously, the time is detected only once to avoid duplication. | |
Completed Planned Distance % (Mobile App) | Percentage of the total planned route distance that was traveled by the field employee, as tracked by the Route4Me Mobile App. | |
Completed Planned Distance % (Telematics) | Percentage of the total planned route distance that was traveled by the vehicle, as tracked by your Telematics Provider. | |
Completed Planned Distance % (Mobile App + Telematics) | Percentage of the total planned route distance that was traveled, as tracked by the Mobile App and telematics device. This value reflects the total planned and completed distance percentage, including segments where only the Mobile App or the telematics device was in use. NOTE: When both the Mobile App and the telematics device are used simultaneously, the distance is detected only once to avoid duplication. | |
Remaining Planned Distance % (Mobile App) | Percentage of the total planned route that was not traveled by the field employee, as tracked by the Route4Me Mobile App. | |
Remaining Planned Distance % (Telematics) | Percentage of the total planned route distance that was not traveled by the field employee, as tracked by your Telematics Provider. | |
Remaining Planned Distance % (Mobile App + Telematics) | Percentage of the total planned route distance that wasn’t traveled, as tracked by the Mobile App and telematics device. This value reflects the total planned and not completed distance percentage, including segments where only the Mobile App or the telematics device was in use. NOTE: When both the Mobile App and the telematics device are used simultaneously, the distance is detected only once to avoid duplication. | |
Deviated From Planned Distance % (Mobile App) | The total distance traveled not on the planned route, expressed as a percentage of the total planned distance, as tracked by the Route4Me Mobile App. | |
Deviated From Planned Distance % (Telematics) | The total distance traveled not on the planned route, expressed as a percentage of the total planned distance, as tracked by your Telematics Provider. | |
Deviated From Planned Distance % (Mobile App + Telematics) | The total distance traveled not on the planned route, expressed as a percentage of the total planned distances tracked by the Mobile App and telematics device. This value reflects the total traveled and not planned distance, including segments where only the Mobile App or the telematics device was in use. NOTE: When both the Mobile App and the telematics device are used simultaneously, the distance is detected only once to avoid duplication. | |
Utilization – Pieces | ||
Pieces Planned | Total planned Pieces amount of all destinations on the route. Additionally, learn more about setting maximum pieces per route. | |
Pieces Completed | Total Pieces amount that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. | |
Pieces Completed (%) | Percentage of the total planned Pieces amount that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. | |
Pieces Remaining At End (%) | Percentage of the total planned Pieces amount that remains not completed at the end of the route. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. | |
Utilization – Weight | ||
Weight Planned | Total planned Weight amount of all destinations on the route. Additionally, learn more about setting maximum Weight per route. | |
Weight Completed | Total Weight amount that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. | |
Weight Completed (%) | Percentage of the total planned Weight amount that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. | |
Weight Remaining At End (%) | Percentage of the total planned Weight amount that remains not completed at the end of the route. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. | |
Utilization – Cube | ||
Cube Planned | Total planned Cube amount (volume) of all destinations on the route. Additionally, learn more about setting maximum volume per route. | |
Cube Completed | Total Cube amount (volume) that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. | |
Cube Completed (%) | Percentage of the total planned Cube amount (volume) that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. | |
Cube Remaining At End (%) | Percentage of the total planned Cube amount (volume) that remains not completed at the end of the route. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. | |
Utilization – Revenue | ||
Revenue Planned | Total planned Revenue amount of all destinations on the route. Additionally, learn more about setting maximum Revenue per route. | |
Revenue Completed | Total Revenue amount that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. | |
Revenue Completed (%) | Percentage of the total planned Revenue amount that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. | |
Revenue Remaining At End (%) | Percentage of the total planned Revenue amount that remains not completed at the end of the route. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Filter & Sort Routes – Use Custom Filters And Route Sorting Options
Last mile businesses of all sizes benefit from efficient tools to easily find and manage specific routes. Medium and large businesses can have millions of planned and optimized routes, which are impossible to sort by hand. Route4Me’s Routes List enables you to seamlessly filter, sort, group, find, and manage your preferred routes in seconds. After enabling the data columns most relevant to your routing operations, you can use customizable filters to sort millions of routes by virtually any attribute. Furthermore, you can use View Modes and grouping options to group routes by a preferred value or attribute and more.
Dispatch View Mode – View Routes By Scheduled Start Time
By default, the “Dispatch” mode sorts routes by their Scheduled Start Time. Specifically, this View Mode shows routes with the latest start date at the top of your Routes List and routes with the earliest start date at the bottom of the list. To enable this View Mode, select “Dispatch Mode” in the top left of your Routes List. Then, click “Start Date” and select the date range for the scheduled routes you want to see.
Furthermore, in Dispatch Mode, routes are grouped by the same Start Date, and each section shows the number of routes that start on a given date. Accordingly, to collapse or expand a section, click the Arrow Icon next to it.
Recently Created – View Routes By Created Date
By default, “Recently Created” mode sorts routes by “Created Date“. Specifically, this View Mode shows the most recently created routes at the top of the Routes List and routes created earlier at the bottom. To enable this View Mode, select “Recently Created” in the top left of your Routes List. Then, click “Created Date” and select the preferred created date range.
Filter By Date Range For Route Created Date And Route Start Date
Depending on the selected View Mode, your Routes List will automatically be sorted by a specific date range. In detail, “Dispatch Mode” automatically groups and sorts routes by their Start Date, which is the date when the route is scheduled to begin. Furthermore, the “Recently Created” mode automatically sorts routes by their Created Date, which is the date the route was planned and optimized, and does not group routes by default.
You can use “Created Date“, “Start Date“, and time frames to filter routes in both View Modes. To do so, click the Date Range Field, select the date type (“Created Date” or “Start Date“), and select the preferred date range by which you want to filter routes.
Routes List Filters – Filter Routes By Route Attributes And Values
After you’ve sorted the Routes List by your preferred date range type and time frame, you can filter routes by different attributes to see only the most relevant preferred routes from a list of millions. To do so, click “Filter” and enable the preferred filtering options. After that, the Routes List will show only those routes that match your specified filters. Additionally, click the “Reset” button to remove all enabled filters. Below, you can find the list of all available Routes List filters and their descriptions.
Filter | Description |
---|---|
User | Filter routes by their assigned Users. Input the preferred User’s name or Email to filter routes by User. |
Vehicle | Filter routes by Vehicle Details such as plate number, alias, make, or model. Input the preferred Vehicle details to filter routes by vehicle. |
Route Status | Filter routes by their current status. Specifically, routes can have one of the following statuses: “Planned“, “Scheduled“, “Started“, or “Finished“. When a route is optimized, it’s assigned the Planned route status. Next, the route can get the Started and Finished statuses from the assigned driver or team member from their connected Route4Me Mobile App. |
Address Book Details | Filter routes by Address Book details such as address, contact alias, order details, customer details, and more. Input the preferred details to filter routes by Address Book details. |
Progress (%) | How many planned destinations have been visited by the assigned driver expressed as a percentage of the total planned route destinations. Select the minimum and maximum progress percentage values to filter routes by progress. |
Planned Distance (mi) | Total planned travel distance of the route expressed in miles. Select the minimum and maximum distance values to filter routes by planned distance. |
Planned Duration (h) | Total planned route time duration expressed in hours. Planned Route Duration = Total Travel Time + Total Service Time + Wait Time + Breaks. Select the minimum and maximum duration values to filter routes by planned duration. |
Destinations Total | The total number of destinations with or without a status on the route. Select the minimum and maximum destination values to filter routes by total destinations. |
Out of Sequence Destinations | Number of Out of Sequence Destinations on the route. |
Destinations Arrived on Time | Number of destinations visited within 90 seconds before or after the Planned Visit Time. |
Destinations Arrived Early | Number of destinations visited before the Planned Visit Time. A destination is considered as being arrived at early when it’s marked as “Arrived” on the Route4Me Mobile App earlier than and up to 1 second before the Planned Visit Time. |
Destinations Arrived Late | Number of destinations visited 90 seconds or more after the Planned Visit Time. |
Pieces Planned | Total planned Pieces amount of all destinations on the route. Additionally, learn more about setting maximum pieces per route. |
Pieces Completed | Total Pieces amount that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Pieces Completed (%) | Percentage of the total planned Pieces amount that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Pieces Remaining At End (%) | Percentage of the total planned Pieces amount that remains not completed at the end of the route. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Weight Planned | Total planned Weight amount of all destinations on the route. Additionally, learn more about setting maximum weight per route. |
Weight Completed | Total Weight amount that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Weight Completed (%) | Percentage of the total planned Weight amount that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Weight Remaining At End (%) | Percentage of the total planned Weight amount that remains not completed at the end of the route. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Cube Planned | Total planned Cube amount (volume) of all destinations on the route. Additionally, learn more about setting maximum volume per route. |
Cube Completed | Total Cube amount (volume) that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Cube Completed (%) | Percentage of the total planned Cube amount (volume) that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Cube Remaining At End (%) | Percentage of the total planned Cube amount (volume) that remains not completed at the end of the route. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Revenue Planned | Total planned Revenue amount of all destinations on the route. Additionally, learn more about setting maximum Revenue per route. |
Revenue Completed (%) | Percentage of the total planned Revenue amount that has been completed. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Revenue Remaining At End (%) | Percentage of the total planned Revenue amount that remains not completed at the end of the route. Destinations are completed when manually marked as “Done” via the Route4Me Mobile App. |
Actual Travel Distance (Mobile App) | Actual distance traveled by the assigned User, calculated based on the received Mobile App GPS data. |
Actual Travel Distance (Telematics) | Total travel distance on the route detected by an installed telematics device from a Telematics Provider on a GPS vehicle. |
Planned Destinations | Number of destinations planned on the route. This value is equal to the total number of destinations that have not yet been assigned a status through the Route4Me Mobile App. |
Failed Destinations | Number of destinations on the route marked as “Failed” by the driver or field employee. |
Skipped Destinations | Number of destinations on the route marked as “Skipped” by the driver or field employee. |
Done Destinations | Number of destinations on the route marked as “Done” by the driver or field employee. If Client-Side Geofencing is enabled, destinations are marked as “Done” via Geofences. |
Group Routes By Start Date, User, Vehicle, Status And More
Your filtered Routes List can be refined further by grouping routes according to shared attributes or details. To do so, click the “Group by” field and select the preferred attribute to group routes by. Then, routes will be grouped by the selected attribute. Each group is titled with the group attribute and shows the total number of routes in the group. Accordingly, to collapse or expand a group, click the Arrow Icon next to it. In detail, you can group routes by the attributes described in the table below.
Group by | Description |
---|---|
Scheduled Start Date | Group routes by their Start Date. This is the date on which a route is scheduled to begin. By default, routes are automatically grouped by Scheduled Start Date in “Dispatch Mode“. Additionally, it’s also possible to manually group routes by Start Date in “Recently Created” mode. |
User | Group routes by their assigned User or driver. This option will also group all routes without an assigned User together in a “No User Assigned” group. |
Vehicle | Group routes by their assigned Vehicle. This option will also group all routes without an assigned Vehicle together in a “No Vehicle Assigned” group. |
Route Status | Group routes by their respective Route Status. Specifically, routes can have one of the following statuses: “Planned“, “Scheduled“, “Started“, or “Finished“. When a route is optimized, it’s assigned the Planned route status. Next, the route can get the Started and Finished statuses from the assigned driver or team member from their connected Route4Me Mobile App. |
Route | Routes are not grouped, and each route appears as an individual entry. This is the default grouping for the “Recently Created” View Mode. |
Find Routes By Route Attributes With Routes List Search Bar
Route4Me’s flexible route search enables you to quickly search through millions of routes and find the ones you need in seconds. Specifically, you can search for your routes by route details, order information, customer details, etc. To search for a route, input a specific attribute associated with the route into the Search Bar.
For example, you can search for a route by the Invoice Number associated with a specific destination on the route. Accordingly, the search function will find the route, which includes the route address associated with the respective invoice number. Below, you can find the list of available attributes you can use to search for routes.
Search Details | Available Attributes |
---|---|
Route Details | Route name, route ID, and assigned vehicle ID. |
Order Details | Invoice number and reference number. |
Destination Details | Destination alias, destination address, note contents, and custom note contents. |
Customer Details | First name, last name, phone number, Email address, customer PO, custom Group ID. |
Custom Data | Any Custom Data attached to any destination. Learn more about destination Custom Data. |
Sort Filtered Routes By Route Data Columns
After selecting the preferred View Mode, applying filters, and grouping routes, you can easily sort all displayed routes by a specific column. To do so, click the column header of the preferred column to sort all displayed routes from the highest value in this column to the lowest or vice versa.
NOTE: You can sort your Routes List by one column at a time – sorting by a specific column overrides the previous column sorting. Additionally, when grouping routes, column sorting will sort routes within groups as in the image below but not sort groups compared to each other in the Routes List.
Routes List Controls – Horizontal Scrolling, Resize Columns And More
Your Routes List will always display all enabled route data columns. When there are more columns than can be viewed on the screen at one time, use the horizontal scroll bar at the bottom to scroll through all enabled columns on your customized Routes List. Correspondingly, when the Routes List contains more routes than can be displayed on the screen, use the vertical scroll bar to scroll through all routes that match your filters. Furthermore, you can resize data columns on the Routes List by clicking and dragging the divider between the preferred column you want to resize and a neighboring column.
Track Route Progress – Monitor Real-Time Route Progress Data
The Routes List enables you to efficiently and seamlessly track route analytics and progress. Utilize customizable filters, grouping settings, and data columns to get actionable intelligence for your specific business and routing needs. Below, you can find examples of how the Routes List can be used to track route progress, monitor performance, and much more. Along with these examples, the Routes List offers virtually limitless possibilities for seamlessly and intuitively tracking, collating, and sorting the most complex routing analytics to maximize the performance of your last mile business.
Monitor Real-Time And Historical Driver Performance On The Routes List
For instance, you can monitor driver efficiency and performance. To do so, click the Display Columns Icon and enable your preferred driver performance data columns, such as “Destinations Total” along with “Done Destinations” and “Failed Destinations“. With these settings, you can compare the performance of different drivers by the total number of successfully completed planned destinations on routes. Additionally, you can enable route compliance metrics such as “Out of Sequence Destinations“, completed and remaining planned distance, and more to monitor driver route adherence.
Then, click “Group by” and select “User” from the menu to group your routes by the drivers assigned to them. Next, click “Start Date” and filter your routes for the preferred date range, such as “Last week“. Additionally, click “Filters” to filter the grouped routes only by certain drivers or progress status. This way, your Routes List will display routes from the previous week grouped by their assigned driver with route destination completion metrics and sub-totals for the selected time period.
Track Vehicle Capacity Utilization On Routes With Routes List Filters And Groups
In addition to driver performance, you can track vehicle utilization to maximize fleet capacity and performance. To do so, click the Display Columns Icon and enable your preferred vehicle utilization data columns, such as “Pieces Planned“, “Weight Planned“, and “Revenue Planned” along with Pieces, Weight, and Revenue remaining at the end of routes. With these settings, you can compare the capacity utilization of different vehicles for the previous month and see which vehicles are underutilized or overutilized. This is especially important if you field a mixed vehicle fleet with different capacity profiles among your fleet vehicles. Additionally, learn more about Mixed Fleet Route Planning and Vehicle Capacity.
Next, click “Group by” and select “Vehicle” from the menu to group routes by the vehicles assigned to them. Then, click “Start Date” and filter your routes for the preferred date range, such as “Last 30 Days“. Additionally, click “Filters” to filter the grouped routes only by certain vehicles or progress status. This way, your Routes List will display routes from the previous month grouped by their assigned vehicles with utilization metrics and respective sub-totals.
Monitor Planned And Completed Routes With Routes List Groups And Filters
Furthermore, you can quickly and easily get an overview of your routes to see how many have been completed across a given time frame, how many are currently in progress, and more. To do so, select “Dispatch Mode“, click “Group by“, and select “Route Status” from the menu to group routes by their respective status. Then, click “Start Date” and filter your routes for the preferred date range, such as “This month“. Next, go to “Filters” and “Route Status” to select only those statuses relevant to your use case, such as “Finished” and “Started“. This way, your Routes List will display routes from the current month in two groups, one for “Started” in-progress routes and one for “Finished” routes.
Destinations Mode – View Destination Data And KPIs On The Routes List
In addition to filtering and sorting routes and viewing route data, the Routes List enables you to switch to Destinations Mode. There, you can view data and information associated with individual customer destinations grouped by their respective routes. To switch to Destinations Mode, click the “View Destinations” button in the top-right of the Routes List.
The Destinations List automatically groups destinations by their respective routes. To view all destinations that match the current filters without grouping by route, click the “Group by” button and select “None” from the menu. Additionally, you can filter the Destinations List in the same way you filter the Routes Page. To do so, click the date range field and select the preferred date range. Then, click “Filters” and select the preferred attributes from the menu.
For convenience, Destinations Mode shares the controls and functionality of the Routes List, including customizing data columns. This way, you can quickly and easily view the most relevant destination data and KPIs. With the Destinations List, you can gather actionable intelligence on the performance of your business, inventory and vehicle utilization, and more.
To customize the Destinations List, click the Display Columns Button. Next, in the “Display Columns” panel, check the boxes next to the items you want to enable on your Destinations List. Moreover, you can customize the order of the selected columns by dragging and dropping column names to the preferred position.
Mobile Driver App And Routes List Real-Time Data Sync
Route4Me seamlessly synchronizes updates between the Mobile Driver App and the best route software. In detail, drivers and field members can use Route4Me’s Mobile Android Route Planner and iOS Route Planner apps to navigate routes, add destination statuses, attach proof of visit and delivery, etc. Route4Me automatically synchronizes changes made on the mobile app, and you can instantly see route updates on the Web Software Routes List in real-time.
Similarly, managers, route planners, or dispatchers can use the trusted route optimizer Route Editor to insert or remove route stops, resequence addresses, reschedule routes, and make other route modifications. Accordingly, drivers and field team members will instantly get route updates on the mobile app in real-time.
Manage Routes – Edit Routes, Route Settings, Export Routes And More
In addition to tracking route progress, team performance, fleet utilization, and more, the Routes List is one of your most powerful tools for route management. Before managing and editing routes, use filters to make sure the routes shown on your Routes List are those you want to manage or edit. After filtering routes, you can then manage individual routes or manage multiple routes simultaneously with bulk actions. Specifically, you can assign drivers and vehicles, insert addresses, re-optimize routes after making changes, adjust scheduling details, export route data, dispatch routes and notifications, and much more.
Individual Route Management – Edit And Manage Single Routes
To access all available individual route management options such as real-time GPS tracking, detailed address and destination editing, customer and destination details, etc., open the preferred route in the Route Editor. To do so, click the “Open Route” button or right-click the route you want to open and select “Open Route” from the menu. Additionally, learn more about managing and editing routes with the reliable route software Route Editor.
Moreover, you can access many of the same route management options as the Route Editor directly from your Routes List. To do so, click the Dropdown Arrow next to “Open Route” or right-click the preferred route. You can learn more about each individual route management option from the Routes List in the table below. Additionally, click the “Actions” button to insert a preferred address into the most optimal route or open the Route Operation Matrix for routes scheduled for the current date.
Option | Description |
---|---|
Open Route | Open the route in the Route Editor. This option is only available in the right-click menu. |
Rename | Change the route’s name or alias. Route names can be used to quickly find routes with the search function. |
Assign User | Assign a user to the route. The assigned User can then open, start, and finish the route on the Route4Me Mobile App. |
Assign Vehicle | Assign a vehicle to the route from your mixed fleet or homogeneous vehicle fleet. |
Change Start Time | Change the date and time of the day the route is scheduled to start. |
Dispatch | Dispatch routes to send automated SMS and Email customer notifications. |
Duplicate | Create a copy of the route. The new route will have “(Duplicate)” added to the end of its name. |
Create Recurring Schedule | Create a new Master Route for use when planning recurring schedule routes. |
Download or print a detailed dynamic Route Manifest. This manifest includes all available route and destination data and details. | |
View on Multiple Routes Map | Open the selected routes on the Routes Map. |
Share | Share the route with other Users by direct link or send a link via Email. |
Export Routes | Export route data as a CSV spreadsheet or navigation data file for import into navigation devices such as Garmin, TomTom, and more. |
Insert Address | Insert an address into the route by typing or searching the address in the “Address” field. |
Insert Breaks | Add driver breaks on the route with customizable break duration and break type. |
Remove Routes | Permanently delete the selected routes. |
Bulk Route Management – Edit And Manage Multiple Routes Simultaneously
Furthermore, managing multiple routes at the same time is just as easy as managing individual routes. To use bulk route management actions, select the preferred routes to manage by checking the boxes next to them. Then, in the menu bar above the Routes List, you can click the “Dispatch” button to dispatch routes and customer notifications, click the “Change Start Time” button to reschedule the selected routes, and click the “Bulk Actions” button to open the Bulk Actions route management menu. All available multiple routes management options are described in the table below.
Bulk Action | Description |
---|---|
Merge Selected Routes | Merge multiple selected routes into a new combined route without removing the original sub-routes. Additionally, learn more about merging multiple routes. NOTE: When merging routes with different assigned Users and Vehicles, the assigned User and Vehicle of the first selected route will be used. |
Compare Selected Routes | Compare multiple routes side by side. Specifically, you can compare route maps and directions, scheduled time and date, travel time and distance, data totals, vehicle utilization, real-time progress, and more. |
Re-Optimize Routes | Dynamically re-optimize routes after making changes (adding or removing addresses, changing destination sequence, etc.). It’s recommended to always re-optimize routes after making changes to route settings, route sequence, or other attributes that can affect optimization. |
Re-Optimize Remaining Destinations | Re-optimize unvisited destinations on active routes. For instance, if there are destinations visited out of sequence or if you insert addresses into routes, this option will move all visited destinations to the top and sequence all not-visited destinations into the best-optimized route sequence. |
Refresh Directions | Optimize route directions without changing the destination address sequence. |
Reverse Routes | Reverse route sequence and directions. For example, when you complete particular routes and you need to travel back visiting the exact same stops in the exact same sequence in reverse. |
Unlink Routes from Optimization | Unlink routes from their associated optimizations. This enables you to make changes to the selected routes without restrictions from existing optimization settings or constraints. Additionally, learn more about unlinking routes from optimizations. |
View Manifest | View a detailed dynamic Route Manifest. This route data manifest includes all available route and destination data and details. |
Assign User | Assign a user to the routes. The assigned User can then open, start, and finish the route on the Route4Me Mobile App. |
Assign Vehicle | Assign a vehicle to the routes from your mixed fleet or homogeneous vehicle fleet. |
Change Start Time | Reschedule the selected routes for another date or start time. |
Dispatch | Dispatch routes to send automated SMS and Email customer notifications. |
Duplicate | Create a copy of the selected routes. The new routes will have “(Duplicate)” added to the end of their names. |
Operation Matrix | Open a multiple routes operation matrix to view the visitation progress of routes with color-coded metrics. |
View on Multiple Routes Map | Open the selected routes on the Routes Map. |
Export Routes | Export route data as a CSV spreadsheet or navigation data file for import into navigation devices such as Garmin, TomTom, and more. |
Insert Address into Best Route | Insert a specific address into the most optimal route by typing or searching the address in the “Address” field. |
Insert Address into Selected Route(s) | Insert an address into the selected routes by typing or searching the address in the “Address” field. |
Insert Breaks | Add driver breaks on the routes with customizable break duration and break type. |
Remove Routes | Permanently delete the selected routes. |
Visit Route4Me's Marketplace to Check out Various Modules and Add-Ons:
- Route Optimization
Time Windows
- Operations
Advanced Team Management Add-On