Facility Snapshot – Centralized Facilities Data And Analytics Overview
Route4Me’s Facility Snapshots provide a centralized, data-rich view of all information for specific Facilities. From a single interface, you can explore team members, routes, destinations, orders, and customer locations linked to your Facilities. With all information consolidated in one place, managers can easily gain insight into daily operations and performance trends. By combining key data and KPIs, the Facility Snapshot helps you monitor activity, improve collaboration, and make informed management decisions.
Table of Contents
Open Facility Snapshot – Facility Data And Analytics Overview
To open a Facility Snapshot, go to “Database” > “Facilities” from the Navigation Menu. Then, from your Facilities page, click the “Open” button next to a Facility to access its Snapshot.
Once the Snapshot is opened, you’ll see a detailed interface designed to help you review and manage all Facility data in one place:
- Summary Panel: Overview of key information about the Facility including its address and type (e.g., warehouse, depot, etc.).
- Facility Data Tabs: Switch between tabs to explore Facility-related data, which you can filter and customize as needed.
- Edit Controls: Click the “Edit Facility” button in the top-right corner to modify Facility details.
Facility Overview Panels – Location, Details, Performance Metrics
Facility Details Summary – Facility Information Panel
The Facility Information panel displays key details about the Facility, including its address, facility type (e.g., warehouse, depot), and mapped location. From this panel, you can:
- Click the Fullscreen Icon to expand the map image for a larger, more detailed view.
- View the Facility’s exact location directly on the map.
- Review essential address and classification details in one centralized place.
All information is organized in a single panel, making it easy to view and understand Facility details at a glance.
Facility Performance Metrics Panel – Facility Route And Activity Overview
Click the Metrics Icon in the upper-right corner to open the Performance Metrics panel, where you can monitor progress, track efficiency, and evaluate operational performance across routes.
This panel, available from the Routes and Destinations tabs, provides a summary of planned destinations, along with a side-by-side breakdown of planned and actual time for travel, service, wait, and breaks.
Facility Snapshot Categories – Analytics Overview Data Tabs
The Facility Snapshot is organized by tabs, each tab corresponding to a specific category of data described below.
Routes Tab – Facility Routes And Key Metrics Overview
The Routes tab, which opens by default, displays all routes originating from or assigned to the selected Facility in a customizable data table. Key metrics such as route status, distance, and assigned vehicles are shown for each route. From this tab you can:
- Use the Search field to locate specific routes.
- Apply filters or use Group By options to narrow down the displayed data. A table of available filters is provided below.
- Click “Open” next to a route to access its Route Snapshot.
- Click the Down Arrow button to access the Route Editor and make modifications to the route as needed.
| Filter | Description | |
|---|---|---|
| Assignment & Attribution | ||
| Vehicle | Filter by vehicle assigned to the route. | |
| Facility | Filter by facility linked to the route. | |
| Customer | Filter by customer linked to the route. | |
| Contract | Filter by contract linked to the route. | |
| Strategic Optimization | ||
| Strategic Optimization Name | Filter by the name of the strategic optimization used to generate or modify the route. | |
| Scenario Name | Filter by the scenario applied during strategic route planning. | |
| Route | ||
| Status | Filter by the current progress or completion state of the route (e.g., Planned, Scheduled, Started, Completed). | |
| Planned Total Route Duration (h) | Filter by the total estimated duration, in hours, planned for completing the route. | |
| Planned Total Distance (mi) | Filter by the total planned distance, in miles, for completing all stops on the route. | |
| Progress Metrics | ||
| Destinations Arrived (Progress %) (User Actioned) | Filter by the percentage of planned destinations the driver has arrived at. | |
| Key Metrics | ||
| Destinations Count | Filter by the total number of destinations assigned to the route. | |
| Pending Destinations | Filter by destinations not yet started or completed by the driver. | |
| Failed Destinations | Filter by destinations marked as failed due to inability to complete service. | |
| Skipped Destinations | Filter by destinations the driver intentionally skipped or bypassed. | |
| Completed Destinations | Filter by destinations successfully completed on the route. | |
| Notes Count | Filter by number of notes added to the route by users or automated processes. | |
| Customer Requested Time Window Adherence | ||
| Destinations Arrived Late (User Actioned) | Filter by destinations where the driver arrived after the scheduled time window. | |
| Destinations Arrived Early (User Actioned) | Filter by destinations where the driver arrived earlier than the scheduled time window. | |
| Destinations Arrived On Time (User Actioned) | Filter by destinations where the driver arrived within the scheduled time window. | |
| SLA | ||
| Out of Sequence Destinations (#) | The number of destinations visited in an order different from the planned sequence. | |
| Actual Route Distance | ||
| Actual Total Distance (Mobile App) (mi) | Total distance in miles recorded by the mobile app during the route. | |
| Actual Total Distance (Telematics) | Total distance in miles recorded from the assigned vehicle’s telematics device. | |
| Utilization – Pieces/Units | ||
| Planned | Filter by total planned Pieces (units) amount of all Destinations on the planned route. | |
| Completed | Filter by total number of completed pieces or units. | |
| Completed (%) | Filter by percentage of pieces or units completed. | |
| Remaining At End (%) | Filter by percentage of pieces or units still remaining when the route ended. | |
| Utilization – Weight | ||
| Planned | Filter by total planned Weight amount of all Destinations on the planned route. | |
| Completed | Filter by total weight completed across all serviced destinations. | |
| Completed (%) | Filter by percentage of planned weight completed. | |
| Remaining At End (%) | Filter by percentage of planned weight still remaining at the route’s end. | |
| Utilization – Cube | ||
| Planned | Filter by total planned Cube (volume) amount of all Destinations on the planned route. | |
| Completed | Filter by total cubic volume completed across all serviced destinations. | |
| Completed (%) | Filter by percentage of the planned volume completed. | |
| Remaining At End (%) | Filter by percentage of planned volume remaining at the route’s end. | |
| Utilization – Revenue | ||
| Planned | Filter by total revenue to be generated from servicing all route Destinations. | |
| Completed | Filter by total revenue generated from the Destinations completed on the route. | |
| Completed (%) | Filter by percentage of planned revenue achieved. | |
| Remaining At End (%) | Filter by percentage of revenue still unfulfilled at route end. | |
| Utilization – Cost | ||
| Cost Planned | Filter by the total planned cost for completing the route, including fuel, labor, and other operational expenses. | |
| Address Book Details | ||
| Address Book Details | ilter by information associated with addresses in the route, such as linked customers, facilities, or contact details. | |
You can also customize the data displayed in the table. Click the Column Icon in the upper right corner to select which route data fields appear and adjust their order to suit your operational needs.
The table below provides an overview of all available data columns, which you can reorder by dragging them into place.
| Item | Description | |
|---|---|---|
| Route | ||
| Date Created | Date and time when the route was created. | |
| Scheduled Start Time | Scheduled start time for the route. | |
| Planned End Time | Planned end time for the route. | |
| Actual Start Time | Time when the route actually started. | |
| Route Total Distance | Total distance planned for the route, including all stops. | |
| Planned Total Route Duration | Estimated total duration for completing the route. | |
| Start Time Zone | Timezone of the route’s start location. | |
| Total Man Hours | Total estimated working hours for completing the route. | |
| Route # | The route number. This is relevant when you are exporting multiple routes. | |
| Key Metrics | ||
| Destinations Count | Total number of destinations planned for the route. | |
| Pending Destinations | Number of destinations not yet visited. | |
| Failed Destinations | Number of destinations that could not be completed. | |
| Skipped Destinations | Number of destinations intentionally skipped. | |
| Completed Destinations | Number of destinations successfully completed. | |
| Notes Count | Total number of notes added to the route by users or automated processes. | |
| Route Start Odometer | The vehicle odometer reading at the beginning of the route. | |
| Route End Odometer | The vehicle odometer reading at the completion of the route. | |
| Customer Requested Time Window Adherence | ||
| Destinations Arrived On-Time (User Actioned) | Destinations where arrival matched the scheduled time, based on user input. | |
| Destinations Arrived Early (User Actioned) | Destinations reached earlier than scheduled, based on user input. | |
| Destinations Arrived Late (User Actioned) | Destinations reached later than scheduled, based on user input. | |
| Operational Status | ||
| First Access Time | Date and time the route was first viewed by a user. | |
| Status | Current progress or completion status of the route. | |
| Dispatch | Indicates whether the route has been assigned to a driver or team. | |
| Progress Metrics | ||
| Arrived Destinations (User Actioned) | Number of destinations marked as arrived by user actions. | |
| Destinations Arrived (Progress %) (User Actioned) | Percentage of destinations completed, based on user input. | |
| Actual Route Distance | ||
| Actual Total Distance (Mobile App) | Total distance traveled, recorded by the mobile app. | |
| Actual Total Distance (Telematics) | Total distance traveled, recorded by telematics. | |
| Actual Total Distance (Merged) | Combined distance from mobile app and telematics data. | |
| Actual Duration | ||
| Actual Route Duration (User Actioned) | Actual Route Duration is calculated based on the received Mobile App GPS data. Duration is measured from when the route was started to when the route was ended by the assigned User on the Mobile App. | |
| Actual Total Route Duration (Grand Total of All Sub-Durations) | The total time spent traveling the route, including all individual segments and stop durations. | |
| Actual Total Travel Duration (User Actioned) | The total time spent traveling the route, recorded from driver actions in the Mobile App. | |
| Actual Total Service Duration (User Actioned) | The total time drivers spent servicing stops, recorded from actions in the Mobile App. | |
| Actual Total Wait Duration (User Actioned) | Total amount of time that a driver spent being inactive while driving the route (i.e., a route started before the opening hours and a driver had to wait, a driver arrived at the address before the opening of the Time Window, etc.). | |
| Actual Total Break Duration | The total duration of all scheduled breaks for the route, calculated based on the planned stops and route schedule. | |
| Actual Total Unattributed Duration | Time not attributed to driving, service, or breaks. | |
| Actual Service Time | ||
| Actual Total Service Time (Auto Detected) | The total amount of the average Service Time of all destinations on the route. | |
| Actual Travel Duration | ||
| Actual Total Duration (Mobile App) | Total duration of route recorded via the mobile app. | |
| Actual Total Duration (Telematics) | Total duration of route recorded via telematics. | |
| Planned Durations | ||
| Planned Route Duration | Estimated total route duration. | |
| Planned Total Travel Duration | Estimated driving time for the route. | |
| Planned Total Wait Duration | Estimated total wait time during the route. | |
| Planned Total Service Duration | Estimated total service time at destinations. | |
| Planned Total Break Duration | Estimated total driver break time. | |
| SLA | ||
| Out of Sequence Destinations (#) | The number of destinations visited in an order different from the planned sequence. | |
| Out of Sequence Destinations (%) | The percentage of destinations visited in an order different from the planned sequence. | |
| Assignment & Attribution | ||
| Facility | The depot, warehouse, or starting point used for planning the route; serves as the origin for route sequencing and time calculations. | |
| Customer | The name of the customer associated with the route or destination, as defined in the account or order data. | |
| Contract | The name or identifier of the contract linked to the assigned customer, if applicable, used for tracking or reporting purposes. | |
| Utilization – Pieces/Units | ||
| Pieces Planned | Total number of pieces planned for delivery. | |
| Pieces Completed | Number of pieces successfully delivered. | |
| Pieces Completed (%) | Percentage of planned pieces delivered. | |
| Pieces Remaining At End (%) | Percentage of pieces undelivered at the route’s end. | |
| Utilization – Weight | ||
| Weight Planned | Total weight of items planned for delivery. | |
| Weight Completed | Weight of items successfully delivered. | |
| Weight Completed (%) | Percentage of planned weight delivered. | |
| Weight Remaining At End (%) | Percentage of weight remaining at the end of the route. | |
| Utilization – Cube | ||
| Cube Planned | Total cubic volume planned for delivery. | |
| Cube Completed | Cubic volume successfully delivered. | |
| Cube Completed (%) | Percentage of planned cubic volume delivered. | |
| Cube Remaining At End (%) | Percentage of cubic volume remaining at the end of the route. | |
| Utilization – Revenue | ||
| Revenue Planned | Planned revenue for the route based on scheduled deliveries. | |
| Revenue Completed | Revenue earned from completed deliveries. | |
| Revenue Completed (%) | Percentage of planned revenue achieved. | |
| Revenue Remaining At End (%) | Percentage of planned revenue remaining at the route’s end. | |
| Strategic Optimization | ||
| Strategic Optimization Name | Name of the strategic optimization applied to the route. | |
| Scenario Name | Scenario associated with the strategic optimization. | |
| Note Custom Field Sum | ||
| Sum Decimals | The total sum of numeric values from custom fields that allow decimal (fractional) entries for the route. | |
| Sun Whole Numbers | The total sum of numeric values from custom fields that only accept whole numbers for the route. | |
Team Tab – Facility Routes And Key Metrics Overview
The Team tab displays all personnel linked to the selected Facility, including their roles, activity, and contact details. From this tab:
- Use the Search field to locate specific team members.
- Click “Open” next to a team member to access their User Snapshot.
- Click the Down Arrow button to view all routes assigned to a team member.
You can also customize the data displayed in the table. Click the Column Icon in the upper right corner to select which route data fields appear and adjust their order to suit your operational needs.
The table below provides an overview of all available data columns, which you can reorder by dragging them into place.
| Data | Description |
|---|---|
| Role | Team member’s role (Driver, Dispatcher, Manager, etc.). |
| Team member’s email. | |
| Created On | Date and time the team member account was created. |
| Last Login | Most recent date and time the team member logged in to the system. |
| Last Login Device | Type of device (iPhone, Android, Web) most recently used to log in to the Facility account. |
| Reporting To | Direct supervisor or manager to whom the team member reports. |
| Facilities | All facilities associated with the user. |
| Hourly Rate | Hourly wage or rate assigned to the team member. |
| Driving Rate | Rate applied specifically to driving time for the team member. |
| Service Time Rate | Rate associated with service tasks performed by the team member. |
| Wait Time Rate | Rate assigned for waiting periods during route execution. |
| Location | Primary or current location of the team member, such as their home base or assigned facility. |
| Optimization Profile | Predefined profile used to determine how the team member is considered in route planning and optimization. |
| Date Of Birth | The team member’s birthdate, used for administrative or reporting purposes. |
| Phone | Phone number associated with the team member. |
| Shared Territories | Territories or geographic areas assigned to the team member that may overlap with other personnel. |
Destinations Tab – Facility Delivery Points And Orders Overview
The Destinations tab displays all delivery points linked to the selected Facility, including addresses, orders, and shipment information. From this tab you can:
- Use the Search field to locate specific team members.
- Apply filters or use the Group By option to organize destinations by route. A table of available filters is provided below.
- Click “Open” next to a destination to access its Destination Snapshot.
- Click the Down Arrow button to either “Open Route” (access the Route Snapshot) or “Edit Route” (access the Route Editor).
| Filter | Description | |
|---|---|---|
| Assignment & Attribution | ||
| Vehicle | Filter by vehicle assigned to the destination. | |
| Facility | Filter by facility linked to the destination. | |
| Customer | Filter by customer linked to the destination. | |
| Route | Filter by route linked to the destination. | |
| Destination | ||
| Service Type | Filter by the type of service associated with a destination (e.g. pickup, delivery, break, meetup, service, visit, or drive by). | |
| Alias | Filter by the unique name or identifier for filtering and recognizing the destination. | |
| Destination Sequence # | Filter by the planned order of this destination within the route. | |
| Arrived | Filter by whether the destination has been marked as arrived, either manually or via geofence detection. | |
| Departed | Filter by whether the destination has been marked as departed, either manually or via geofence detection. | |
| Destination Status | Filter by the current status of the destination (e.g., pending, in progress, completed, failed). | |
| Notes Count | Filter by number of notes added to the route by users or automated processes. | |
| Order | ||
| Tracking Number | Filter by the carrier tracking number for shipments at the destination. | |
| Order Number | Filter by the internal order number used for reference. | |
| Invoice Number | Filter by the invoice associated with the destination’s order. | |
| Reference Number | Filter by the customer reference number or PO. | |
| Dimensional & Financial | ||
| Cube | Filter by the total cubic volume planned for delivery. | |
| Pieces/Units | Filter by the total number of pieces planned for delivery. | |
| Weight | Filter by the total weight of items planned for delivery. | |
| Priority | Filter orders by their Priority. Priority can be set when importing, uploading, or creating orders. | |
| Revenue | Filter orders by their Revenue value. Revenue can be added when importing, uploading, or creating orders. | |
| Cost | Filter by the cost value associated with completing an order at the destination. | |
| Customer | ||
| Customer | Filter by the the name of the customer receiving the service or delivery. | |
| First Name | Filter by the customer’s first name for identification and communication purposes. | |
| Last Name | Filter by the customer’s last name for identification and communication purposes. | |
| Filter by the customer’s email address, used for notifications or tracking updates. | ||
| Phone | Filter by the customer’s phone number, used for notifications or communication. | |
| Customer PO | Filter by the the customer’s purchase order number associated with the order. | |
| Group | Filter by the the classification or grouping of the customer, often used for reporting or filtering. | |
You can also customize the data displayed in the table. Click the Column Icon in the upper right corner to select which route data fields appear and adjust their order to suit your operational needs.
The table below provides an overview of all available data columns, which you can reorder by dragging them into place.
| Data | Description | |
|---|---|---|
| Route Attributes | ||
| Route Name | The name or alias assigned to the route. | |
| Assigned User | The user responsible for the route, typically the driver or team completing it. | |
| Assigned Vehicle | The vehicle assigned to the route for tracking and capacity purposes. | |
| Assigned Facility | The facility associated with the route, usually serving as the start or end location. | |
| Destination Attributes | ||
| Depot | The starting location or home base for the route. | |
| Destination Sequence # | The planned order of this destination within the route, indicating the sequence the driver should follow. | |
| Address | The full street address of the destination for delivery or service. | |
| Alias | A custom name or shorthand identifier for the destination to simplify identification. | |
| Service Type Category | The type of service or delivery expected at the destination, e.g., pickup, drop-off, or service call. | |
| Status | The current status of the destination (e.g., pending, in progress, completed, failed). | |
| Timezone | The time zone of the destination, used for accurate scheduling of arrivals and departures. | |
| Distance to Next Destination | The driving distance from this destination to the next stop on the route. | |
| Drive Time to Next Destination | The estimated travel time from this destination to the next stop, based on planned routing. | |
| Man-Hours | Employee working hours required for completing the destination visit. | |
| Notes Count | Total number of notes added to a destination by users or automated processes. | |
| Customer Billing Type | The billing classification applied to the customer associated with the destination. | |
| Service Type | The specific kind of service or activity scheduled at the destination, such as delivery, pickup, maintenance, or inspection. | |
| Order | ||
| Order ID | Unique identifier for the order in the system. | |
| Tracking Number | The shipping or tracking number associated with the order for logistics purposes. | |
| Order Number | Reference number assigned to the order by the system or customer. | |
| Invoice Number | The invoice number linked to the order. | |
| Reference Number | Additional reference or internal tracking number associated with the order. | |
| Rules, Capacities, & Constraints | ||
| Priority | The priority level of the order or destination, which may affect route sequencing. | |
| Cube | The volume of items for the destination, used for vehicle load planning. | |
| Pieces / Units | The total quantity of items or units for delivery or service at the destination. | |
| Weight | The total weight of items for the destination, used for vehicle capacity planning. | |
| Revenue | The expected revenue associated with completing the order at the destination. | |
| Cost | The cost value associated with completing the order at the destination. | |
| Customer | ||
| Customer | The name of the customer receiving the service or delivery. | |
| First Name | Customer’s first name for identification and communication purposes. | |
| Last Name | Customer’s last name for identification and communication purposes. | |
| Customer’s email address, used for notifications or tracking updates. | ||
| Phone | Customer’s phone number, used for notifications or communication. | |
| Customer PO | The customer’s purchase order number associated with the order. | |
| Group | A classification or grouping of the customer, often used for reporting or filtering. | |
| Customer Requested Time Windows | ||
| Time Window 1 | The first requested time window for service at the destination. | |
| Time Window 2 | The second requested time window for service, if applicable. | |
| Schedule & Time Adherence (Travel) | ||
| Actual Arrival Time (User Actioned) | The arrival time recorded manually by the user. “User Actioned” means it was entered or confirmed by a person rather than automatically detected. | |
| Actual Departure Time (User Actioned) | The departure time recorded manually by the user. | |
| Schedule & Time Adherence (Service) | ||
| Planned Service Time | The expected duration of service at the destination based on planning. | |
| Actual Service Time (User Actioned) | The service duration recorded manually by the user, reflecting the real-world time spent completing the service or delivery. | |
| Geofence Detections | ||
| Actual Service Time (Geofence Detected) | The service duration automatically recorded when the user is within the destination geofence. | |
| Actual Arrival Time (Geofence Detected) | The arrival time automatically detected when the vehicle enters the geofence. | |
| Actual Departure Time (Geofence Detected) | The departure time automatically detected when the vehicle exits the geofence. | |
| Entry Speed (Geofence Detected) | Vehicle speed upon entering the geofence, useful for safety and compliance tracking. | |
| Entry Odometer (Geofence Detected) | Odometer reading when the vehicle enters the geofence. | |
| Exit Speed (Geofence Detected) | Vehicle speed upon leaving the geofence. | |
| Exit Odometer (Geofence Detected) | Odometer reading when the vehicle leaves the geofence. | |
| Device ID (Geofence Detected) | The identifier of the device that recorded the geofence event. | |
| Vehicle ID (Geofence Detected) | The identifier of the vehicle associated with the geofence detection. | |
| Telematics Vehicle ID (Geofence Detected) | The telematics-assigned vehicle ID used to track geofence events. | |
| Arrival & Departure Status | ||
| Arrived | Indicates whether the destination has been marked as arrived, either manually or via geofence detection. | |
| Departed | Indicates whether the destination has been marked as departed, either manually or via geofence detection. | |
| Arrival & Departure Time | ||
| Planned Arrival Time | The scheduled time for arrival at the destination based on route planning. | |
| Planned Departure Time | The scheduled time for departure from the destination. | |
| Actual Arrival Time (User Actioned) | The user-recorded arrival time at the destination. | |
| Actual Departure Time (User Actioned) | The user-recorded departure time from the destination. | |
| Dynamic Arrival Time | The estimated arrival time that adjusts in real-time based on traffic or route changes. | |
| Dynamic Departure Time | The estimated departure time that adjusts in real-time based on traffic or route changes. | |
| Arrival / Departure Schedule Deviation | ||
| Time Window Violated (User Actioned) | Indicates if the arrival or departure fell outside the scheduled time window, as recorded manually. | |
| Arrival Time Variance (-Early,+Late) (User Actioned) | The difference in minutes between the planned and actual arrival times, manually recorded. Negative indicates early arrival, positive indicates late. | |
| Departure Time Variance (-Early,+Late) (User Actioned) | The difference in minutes between planned and actual departure times, manually recorded. Negative indicates early departure, positive indicates late. | |
| Planned Remaining Capacity | ||
| Planned Remaining Cube | Estimated remaining volume capacity of the vehicle after servicing this destination. | |
| Planned Remaining Pieces | Estimated remaining item/unit capacity of the vehicle after servicing this destination. | |
| Planned Remaining Revenue | Expected remaining revenue after servicing this destination. | |
| Planned Remaining Weight | Estimated remaining weight capacity of the vehicle after servicing this destination. | |
Orders Tab – Facility Order Status And Operational Overview
The Orders tab displays all orders processed through the selected Facility, including status, priority, and key operational details. From this tab you can:
- Use the Search field to locate specific orders
- Apply filters to narrow down results based on status, priority, and other attributes. A table of available filters is provided below.
| Filter | Description |
|---|---|
| Order Status | Filter by the current state of the order, such as pending, scheduled, in progress, completed, or failed. |
| Label Code | Filter by the specific label code assigned to the order for categorization or internal tracking. |
| Group | Filter by the group classification assigned to the order for reporting or operational segmentation. |
| Territory | Filter by the territory associated with the order, used for geographic planning and assignment. |
| Aggregation Group | Filter by the aggregation group applied to the order for reporting, batching, or optimization purposes. |
| Revenue | Filter by minimum or maximum revenue values assigned to the order. |
| Weight | Filter by minimum or maximum weight values associated with the order. |
| Cube | Filter by minimum or maximum cubic volume values associated with the order. |
| Pieces | Filter by minimum or maximum number of pieces or units included in the order. |
| Cost | Filter by minimum or maximum cost values associated with fulfilling the order. |
| Priority | Filter by minimum or maximum priority values assigned to the order to control execution order. |
You can also customize the data displayed in the table. Click the Column Icon in the upper right corner to select which route data fields appear and adjust their order to suit your operational needs.
The table below provides an overview of all available data columns, which you can reorder by dragging them into place.
| Item | Description | |
|---|---|---|
| Primary | ||
| External System ID | Unique identifier assigned to an order by an outside CRM or ERP system. | |
| Label Code | Barcode used to quickly add, sort, and manage orders via scanning for efficient processing. | |
| Order Type | Type of visit required: Pickup, Delivery, Break, Meetup, Service, Visit, or Drive by. | |
| Alias | Unique name or identifier for filtering and recognizing the order. | |
| Name | Customer name associated with the order. | |
| Address | Street address, city, state, ZIP code, and country of the order. | |
| Group | Custom order group ID for filtering related orders. | |
| Delivery Number | A unique number assigned to identify and track the delivery for this order. | |
| Email address of the contact or customer associated with the order. | ||
| Phone | Phone number of the contact or customer associated with the order. | |
| Priority | Indicates the importance or urgency of the order, used to influence route planning and scheduling. | |
| Weight | Weight optimization constraint value of the order. NOTE: Learn more about the Weight route optimization constraint. | |
| Pieces | Pieces optimization constraint value of the order. NOTE: Learn more about the Pieces route optimization constraint. | |
| Cube | Cube optimization constraint value of the order. NOTE: Learn more about the Cube route optimization constraint. | |
| Revenue | Revenue optimization constraint value of the order. NOTE: Learn more about the Revenue route optimization constraint. | |
| Cost | The estimated or recorded cost associated with fulfilling the order. | |
| Order ID | Unique automatically generated identification number of the order. | |
| Assigned User | Team member (manager, planner, dispatcher, or driver) assigned to manage and complete the route. | |
| Facility | The name of the facility assigned to the route associated with the order. | |
| Required Skills | Specifies any special skills or certifications needed to complete the order at the destination. | |
| Man-Hours | The combined time spent by all drivers or users on the selected route, including travel and service time. | |
| Customer | Customer name associated with the order. | |
| Service Type | The type of service associated with a destination (e.g. pickup, delivery, break, meetup, service, visit, or drive by). | |
| SLA Policy | The Service Level Agreement (SLA) rules applied to the order, defining expected delivery or service standards, such as timing, priority, and handling requirements. | |
| Dates | ||
| Scheduled For | Date the order is scheduled for route planning. NOTE: learn more about the Scheduled For order status. | |
| Created | Date and time when the route was created. | |
| Sorted On | Date and time when the order was sorted or prioritized within the route planning system. | |
| Closed Date | The date and time when the order was completed, finalized, or marked as closed. | |
| Last Known Route | Displays the most recent route the order was assigned to, including the associated date and time. | |
| Possession Scan Date | Timestamp when the order was scanned and assigned “Possession Scan” status. NOTE: Learn more about scanning order barcodes. | |
| Time Window 1 | The primary customer-requested time window during which the destination is scheduled to be serviced. | |
| Time Window 2 | The secondary customer-requested time window during which the destination is scheduled to be serviced. | |
| Accepted Time | Timestamp when the order was accepted by the assigned user or driver. | |
| Service Time | Duration required to complete the order on-site. Learn more about Destination Service Time. | |
| SLA Start | The start of the Service Level Agreement window for the order, defining when service should begin. | |
| SLA End | The end of the Service Level Agreement window for the order, defining when service should be completed. | |
| Elapsed Time | Total time elapsed since the order began processing or was assigned, including travel and service. | |
| Remaining Time | Time remaining to complete the order based on planned schedule, SLA, or route optimization. | |
| State/Status | ||
| Status | Most recent status assigned to the order. | |
| Territory | Name of the Order Territory containing the order’s address. NOTE: Learn more about Order Territories. | |
Locations Tab – Customer Addresses And Visit History Overview
The Locations tab displays all customer-related addresses, contact information, and visit history linked to the selected Facility. From this tab you can:
- Use the Search field to locate specific locations.
- Apply filters or use the Group By option to organize locations by customer name. A table of available filters is provided below.
- Click “Open” next to a location to access its Location Snapshot.
- Click the Plus Icon to add the location to your Locations Page.
| Filter | Description |
|---|---|
| Address | Filter by the street address, city, state, ZIP code, and country of the location. |
| Location Address Type | Filter by the type of address for the location (e.g., billing, shipping, service, home, office). |
| Location Alias | Filter by the unique name or identifier assigned to the location for easy recognition. |
| Location Type | Filter by the type of location (e.g., customer, facility, depot, warehouse). |
| Parent Location | Filter by the parent location associated with this location, if applicable. |
| First Name | Filter by the first name of the customer associated with the location. |
| Last Name | Filter by the last name of the customer associated with the location. |
| Filter by the email address linked to the location. | |
| Phone | Filter by the phone number linked to the location. |
| Telematics Connection | Filter by whether the location has an associated telematics device connection. |
| Assigned To | Filter by the team member assigned to manage or service the location. |
| Last Visited | Filter by the date the location was last visited. |
| Last Routed | Filter by the date the location was last routed. |
| Group | Filter by the classification or grouping assigned to the location. |
| No. of Routes | Filter by the total number of routes that include this location. |
| No. of Visits | Filter by the total number of times the location has been visited. |
| Facilities | Filter by the facility or facilities linked to the location. |
You can also customize the data displayed in the table. Click the Column Icon in the upper right corner to select which route data fields appear and adjust their order to suit your operational needs.
The table below provides an overview of all available data columns, which you can reorder by dragging them into place.
Customers Tab – Facility-Associated Customer Overview
The Customers tab displays all customers linked to the selected Facility, providing access to contact information, account details, and associated orders or activity. From this tab you can:
- Use the Search field to locate specific locations.
- Apply filters to narrow results. A table of available filters is provided below.
- Click “Open” next to a customer to access their Customer Snapshot.
| Filter | Description |
|---|---|
| External ID | Filter by the unique identifier assigned to the customer in an external CRM or ERP system. |
| Customer Name | Filter by the customer’s name for easy searching and recognition. |
| Location Count | Filter by the total number of locations associated with the customer. |
| Currency | Filter by the currency assigned to the customer for billing or reporting purposes. |
| Tax ID | Filter by the customer’s tax identification number for verification or reporting. |
| Status | Filter by the customer’s current status: Active, Archived, or All. |
| Billing Type | Filter by the customer’s billing type: Not Set, Credit, Cash on Delivery, or All. |
| Contract | Filter by the name of contracts linked to the customer. |
You can also customize the data displayed in the table. Click the Column Icon in the upper right corner to select which route data fields appear and adjust their order to suit your operational needs.
The table below provides an overview of all available data columns, which you can reorder by dragging them into place.
| Data | Description |
|---|---|
| Status | Current status of the customer (e.g., Active or Archived). |
| Customer Name | Full name of the customer associated with the facility. |
| External ID | Unique identifier assigned to the customer by an outside CRM or ERP system. |
| Facilities | Facilities to which the customer is assigned. |
| Locations Count | The total number of locations associated with the customer across all assigned facilities. |
| Primary Contact | The main person responsible for communication with the customer. |
| Primary Contact Phone | Primary contact number for the customer. |
| Primary Contact Email | Primary email address for the customer. |
| Accountable Person | The user or team member responsible for managing the customer account within your system. |
| Currency | The default currency used for the customer’s billing, reporting, and transactions. |
| Tax ID | The customer’s tax identification number used for billing, reporting, and regulatory purposes. |
| Date Created | Date and time the customer account was created. |
| Billing Type | The customer’s billing method, such as Credit, Cash on Delivery, or Not Set. |
| Contracts | The list of contracts linked to the customer, which can be filtered or searched by name. |
| External System Record ID | The unique identifier for this customer record in an external system, such as a CRM or ERP. |
| External System | The name of the external system (CRM, ERP, etc.) that the customer record originates from. |
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: Daniel Archer
