Manage and Edit Routes and Stops – iOS iPhone Route Planner

Route4Me’s iOS iPhone Route Planner app provides seamless continuity throughout the entire multi-stop route planning, optimization, navigation, and visitation process. In this guide, you can learn how to open and manage routes and route stops.

Specifically, how to access routes, edit and re-optimize routes, adjust route settings, add and remove stops, reschedule routes, change stops sequence, assign users and vehicles to routes, and more. Additionally, learn how to manage and edit routes and route stops using Route4Me’s Android Route Planner app.

NOTE: Depending on your account settings, you can have a different set of features available on your Route4Me iOS iPhone and iPad Route Optimization app. To enable specific features, please contact Route4Me’s Support Team. Additionally, learn more about the difference between Route4Me’s Mobile and Marketplace subscriptions and the features they support.

Routes List – Planned and Dispatched Routes Access and Permissions

Your Routes List is a centralized storage for all routes available for your Route4Me account. Accordingly, you can have different access and route management permissions depending on your subscription and user type. Additionally, learn more about Route4Me’s User Types and Account-Level Permissions and Marketplace vs Mobile subscriptions.

To open your Routes List, go to “Routes” in the app’s navigation menu. In the “My Routes” tab, you can access and manage the routes you planned and the routes you were assigned to by other users. In the “All Routes” tap, you can access and manage the routes that you and your sub-users planned and you and your sub-users were assigned to. Further in this guide, you can learn more about assigning drivers and users to routes.

Route Statuses – New, Started, and Finished Routes Synchronization

Additionally, your Route4Me Routes List shows route statuses that are updated in real-time. For example, drivers can check when they have a new route that is ready to be started. Similarly, route planners, dispatchers, or managers can check when routes are started and finished by drivers. Below, you can learn more about the available route statuses.

Mobile App and Web Platform Real-Time Route Data Synchronization

Moreover, Route4Me’s Marketplace Subscriptions support real-time route data synchronization between the iOS Route Planner app and Route4Me’s Web Platform. In detail, when drivers start and navigate routes, set stop statuses, attach proof of visit, end routes, or make any other route changes using Route4Me’s iOS Driver Route Planning app, all updates and statuses are automatically synchronized with Route4Me’s Web Platform in real-time, and vice versa. Additionally, learn more about Route4Me’s Team Hierarchy and User Types and sending routes from the Web Platform to the Mobile Driver Route Planning apps.

Assign Users to Routes – Send Routes to Drivers and Users

To send or dispatch routes to other users, you can simply assign users to routes. In detail, when a user is assigned to a route, this route becomes available on the user’s account with a specific access type and management permissions. Additionally, learn more about Route4Me’s User Type Hierarchy and Permissions and assigning users to routes.

To assign a user to a route from your Routes List, tap the three-dots menu icon next to the preferred route and then select “Assign User” from the menu. Next, you can search for users and then select the preferred available user. Accordingly, after assigning the user to the route, the route will become available on the user’s Route4Me account in real-time. Additionally, the user’s name is displayed next to the route in your Routes List.

To assign a user to an opened route, tap on the three-dots menu icon in the top right corner of the screen and then select “Assign User” from the menu. Next, you can search for users and then select the preferred available user. Accordingly, after assigning the user to the route, the route will become available on the user’s Route4Me account in real-time. Additionally, the user’s name is displayed next to the route in your Routes List.

Assign Vehicles to Routes – Send Routes to Telematics GPS Vehicles

To send or dispatch routes to telematics vehicles, you can simply assign vehicles to routes. In detail, when a vehicle is assigned to a route, GPS tracking data is automatically sent from the vehicle to your account based on your Route4Me Telematics Gateway settings. Additionally, learn more about Route4Me’s Telematics Gateway and GPS Vehicles and assigning vehicles to routes.

To assign a vehicle to a route from your Routes List, tap the three-dots menu icon next to the preferred route and then select “Assign Vehicle” from the menu. Next, you can search for vehicles and then select the preferred available vehicle. Accordingly, after assigning the vehicle to the route, the route will be automatically sent to the given vehicle in real-time. Additionally, the vehicle’s name is displayed next to the route in your Routes List.

Share Routes, Duplicate Routes, and Export or Download CSV Routes

You can share routes via email, duplicate routes or make route copies, and export or download CSV routes. To do so, go to “Routes” in the app’s navigation menu to open your Routes List. Next, tap on the menu icon next to a route and then select Share Route, Duplicate Route, or Export Route.

Alternatively, open the preferred route and then tap the three-dots menu icon in the top right corner of the screen. Next, you can select to Share Route, Duplicate Route, or Export Route. Below, you can lean more about the respective options.

Delete Routes – Permanently Remove Planned Routes

To delete a route in your Routes List, go to “Routes” in the app’s navigation menu. Next, tap the three-dots menu icon next to the preferred route and then select “Delete” from the menu. Alternatively, open the preferred route, tap the three-dots menu icon in the top right corner, and then select “Delete” from the menu.

NOTE: When you delete a route, this action can’t be undone and the route can’t be restored. Equally important, when you delete a route that has an assigned user, this route is permanently deleted from the user’s account.

Reschedule Routes – Change Route Start Time and Date

To reschedule a route, open the route, tap the three-dots menu icon in the top right corner, and then select “Edit Route” from the menu. Next, tap the three-dots menu icon again and then select “Route Settings” from the menu. After that, select the new preferred route start time and date in the “Start Time” calendar and the n tap the “Done” button to save the changes. Accordingly, if the route had an assigned user, the route’s start time and date will be updated in that user’s Routes List.

Re-Optimize Routes and Update Route Settings

To update or re-optimize the route, open the preferred route, tap the three-dots menu icon in the top right corner, and then select “Edit Route” from the menu. Next, tap the three-dots menu icon again and then select “Route Settings” from the menu.

NOTE: To re-optimize the route, make sure that route optimization is enabled. To do so, tap on “Route Optimization” and then switch on the “Enable Route Optimization” toggle.

After checking the settings, you can re-optimize or update the route. To re-optimize the route, tap on the “Re-Optimize” button. Accordingly, the app will apply the new settings and automatically resequence all route stops based on the new settings. For example, after changing where the route ends, other stops on the route can be visited in a more optimal sequence.

To update the route, tap on the “Done” button. Accordingly, the app will apply the new settings without resequencing route stops. For example, you can change the route to a  round trip without changing the sequence of all stops on the route.

Re-Optimize Routes vs Update Route Settings

When you re-optimize a route, the app applies the new route settings and automatically resequences all stops on the route for the most optimal visitation order. For example, you can re-optimize a route after adding stops, removing stops, applying new optimization settings, etc. To re-optimize the route, tap the “Re-Optimize” button.

When you update route settings, the app applies the specified route settings and doesn’t change the current stops sequence. For example, you can update a route after changing its scheduled start time, changing the route’s end, adding new addresses to the end of the route, etc. To update route settings, tap the “Done” button.

Search in Route – Search Stops by Address, Customer, and Order

For your convenience, you can easily search for stops on multi-address routes by various attributes. First, open the preferred route, tap the three-dots menu icon in the top right corner, and then select “Search in Route” from the menu. Next, enter the attribute of the stop you want to find and the app will suggest all stops that contain any of the entered details. Specifically, you can search for route stops by address, stop alias, customer details, order details, and other information associated with route stops.

Stop Info – Address, Customer and Order Details, ETAs, Etc.

To open the details of a route stop, tap on the information icon next to the preferred stop on the opened route. The Stop Info screen shows the stop’s address, alias, stop type, attached notes with proof of visit, customer details, order details, ETAs, attached Custom Data, and more. To close the Stop Info screen and return to the route, swipe down the Stop Info screen. Equally important, stops can have different data attached to them based on your account settings, subscription type, enabled add-ons, user type, etc. Additionally, learn more about the difference between Route4Me’s Mobile and Marketplace subscriptions.

Re-Sequence Stops – Change Address and Stops Sequence on Routes

You can manually change the sequence of stops on already planned or optimized routes. First, tap the three dots menu icon in the top right corner of the opened route and then select “Edit Route” from the menu. Next, drag and drop stops to the preferred sequence position on the route. After resequencing your route stops, tap the “Done” button. After that, Route4Me will provide the most optimal driving directions for the new stops sequence.

NOTE: If you tap the “Re-Optimize” button after manually changing the sequence of stops on the route, the app will automatically re-optimize and resequence all stops for the shortest travel time and distance.

Add Stops – Insert Addresses and Stops into Planned Routes

You can insert addresses and stops into planned or optimized routes and already started routes. First, tap the three-dots menu icon in the top right corner of the opened route and then select “Edit Route” from the menu. Next, tap the “Enter Address” field and use the preferred method for adding new addresses.

Specifically, you can enter addresses with autocomplete and geocoding, import addresses from your device, Google Drive, Dropbox, and other cloud services, use the OCR address scanner, use address dictation, and more. Additionally, you can learn more about all available methods for adding and importing addresses into routes.

When adding new addresses, you can add additional details, such as Address 2 (apartment or floor), Alias, Phone Number, Stop Type, and Visit Duration. After adding one or multiple addresses, the app will automatically add them as stops at the end of the route.

Accordingly, tap the “Done” button to keep new addresses at the end of the route without resequencing the route. Alternatively, tap the “Re-Optimize” button, and the app will automatically resequence all stops on the route to create the most optimal visitation order, including the newly added stop addresses.

Edit Stops – Check and Update Route Stop Information

To edit a route stop, tap the three-dots menu icon in the top right corner of the opened route and then select “Edit Route” from the menu. Next, tap the three dots menu icon next to the preferred stop and then select “Edit Stop” from the menu. After that, you can update such stop details as Address, Address 2, Alias, Phone Number, Stop Type, and Visit Duration. After making the preferred updates, tap the “Done” button to save and apply the changes.

NOTE: If you update the stop’s address, you can re-optimize the route. Accordingly, the app will automatically resequence the route and place the stop with the updated address at the most optimal sequence position.

Delete Stops – Remove Stops and Addresses from Routes

To delete a route stop, tap the three-dots menu icon in the top right corner of the opened route and then select “Delete Stop” from the menu. Equally important, deleting stops can’t be undone. After deleting one or multiple stops, you can keep the same stops sequence or resequence the route. Tap the “Done” button to keep the same stops sequence and update directions only. Tap the “Re-Optimize” button to automatically resequence the route for the most optimal travel distance and time.