Route Template Tools – Edit, Assign, And Bulk Update Recurring Routes

Create Schedule

Create or edit the recurring schedule that determines when routes are generated from the route template.

Edit Route

Open the route template in the Route Editor to change its settings, destination sequence, or optimization.

Assign User

Assign a team member, such as a driver, to the route template and its recurring routes.

Assign Vehicle

Assign a vehicle from your fleet to the route template and its recurring routes.

Assign Facility

Assign a facility to use as the route template’s start and end location.

Assign Customer

Associate a customer with the route template for billing, reporting, and service context.

Assign Contract

Associate a contract with the route template to apply its terms and service rules.

Duplicate

Create a copy of the route template; the copy includes “(Duplicate)” in its name.

View Manifest

Open or download a detailed Route Manifest with the route template’s route and destination data.

Export Routes

Export route template data as a CSV spreadsheet or navigation file for external use.

Insert Address

Add a customer address to the route template by typing or searching for it.

Insert Breaks

Add driver breaks to the route template with configurable durations and trigger conditions.

Remove

Permanently delete the route template from your account.

Merge Selected Routes

Combine the selected route templates into one new route with an optimized destination sequence.

Compare Selected Routes

View the selected route templates side by side to compare schedules, distance, travel time, and vehicle usage.

Re-Optimize Routes

Re-optimize all selected route templates based on their current destinations, settings, and constraints.

Refresh Directions

Rebuild turn-by-turn directions for all selected route templates using the most current map data.

Reverse Routes

Reverse the destination sequence of all selected route templates.

View Manifest

Open or download a detailed Route Manifest with route and destination data for all selected route templates.

Assign User

Assign a team member, such as a driver, to all selected route templates and their recurring routes.

Assign Vehicle

Assign a vehicle from your fleet to all selected route templates and their recurring routes.

Assign Facility

Assign a facility to use as the start and end location for all selected route templates.

Assign Customer

Associate a customer with all selected route templates for billing, reporting, and service context.

Assign Contract

Associate a contract with all selected route templates to apply its terms and service rules.

Duplicate

Create a copy of each selected route template; the copies include “(Duplicate)” in their names.

View on Multiple Routes Map

Display the selected route templates on an interactive map to review their destinations and route details in one view.

Export Routes

Export route or destination data, route notes, or tracking history for the selected route templates.

Insert Address into Selected Route(s)

Add a new address to one or more selected route templates.

Insert Breaks

Open the Breaks Wizard to add breaks to all selected route templates, with configurable break types, intervals, and durations.

Remove

Permanently delete the selected route templates from your account.