Routing Guide for Professional Plan Subscribers


The Route4Me Professional Plan offers unlimited routes with unlimited stops, as well as unlimited optimizations and address book contacts for one user/driver.

The Professional Plan Guide takes you through the entire route planning process, from planning your first route to managing and updating your saved routes.


Setting the Route Parameters


When planning a route, you must carefully select each setting in order to get the best routing optimization results. To start setting the parameters, click “Plan New Route” and choose your preferred method for adding addresses, as described in our "Adding Addresses to Your Route" section.

Please visit the articles below for a step-by-step guide to setting the route parameters.


Naming Your Route


To edit the name of your route, click on the “Name” tab.


Easily name your route using Route4Me

The system automatically assigns a name to each route, consisting of the date and time when it was planned. You can choose to change this name, or enter descriptive keywords, such as the name of the area you are visiting, so you can easily find it in later searches.

Setting the Route Schedule, Start Date and Time


Click on the “Schedule” tab.


As route scheduling software, Route4Me is very easy to use and navigate

Fill in the appropriate “Route Start Date”. Click on the calendar button, the click on the date in the calendar window. Alternatively, you can enter the date manually in the “Route Start Date” field.


As route scheduling software, Route4Me is very easy to use and navigate

Choose the route start time by clicking the clock button, then drag the cursors to indicate the hour and minute of the departure time.


As route scheduling software, Route4Me is very easy to use and navigate

You can also select the starting time to coincide with the sunrise or sunset time for your timezone. Click the button displaying a sun icon and a clock, then select “Sunrise” or “Sunset”.


As route scheduling software, Route4Me is very easy to use and navigate

You can optionally set a service time, representing the average duration it takes to service each stop on your route.


As route scheduling software, Route4Me is very easy to use and navigate

The service time can also be set individually for each stop, by uploading a spreadsheet file. The file should contain a separate column named “Time”, with corresponding service times for each address on your route.

Sharing Your Route


Click the “Sharing” tab to select who to share your route with. The email addresses you input in this field will receive notifications when the route is planned or modified, as well as the exported route attached as a .CSV file.


Dynamic routing is guaranteed when you can share routes using Route4Me

The email of the account owner will appear by default in the “E-mail Route” field. Enter your own email to receive a notification and detailed information about your route when it is planned or modified.

If you want to send these details to several email addresses or to more than one person, type in the email addresses separated by a comma.


Dynamic routing is guaranteed when you can share routes using Route4Me

Single Driver Route Optimization


Route4Me supports two optimization types: Single Driver Route and Multiple Drivers Route.

The “Single Driver Route” optimization will include all of your stops into a single route and it will determine the best possible sequence for visiting the stops.

Choose your preferred route planning option (one-time route or recurring routing) to open the route parameters window. Click the “Optimization” tab, then select “Single Driver Route”.


As driving route planner, Route4Me is very easy to use and navigate


Tour Types


You can choose between three different tour types:


  • End route at any address – the starting and ending points will be different and the ending point will be determined by the optimization engine.
  • End route at departure address (Roundtrip) – the route is a round trip, starting and ending at the same address.
  • End route at last address – the route ends at the last destination in your address list.

Disable Optimization


The “Disable Optimization“ option allows you to plan a route with the exact address sequence that you input into the system. Route4Me's optimization engine will not sort the addresses based on time or distance constraints.

To enable this option, you must select one of the available ways for adding addresses to your route, and then:


  1. Click the “Optimization” tab.
  2. Select the “Disable Optimization” subtab.
  3. Check the “Disable Route Optimization” box.
  4. Choose the type of route (“Roundtrip” if you want the route to end at the departure address or “End route at any address” if you want to let the system decide the optimal address sequence).


Route4Me, route optimization software, is very easy to use and navigate

Setting the Directions Preferences


Route4Me offers turn-by-turn directions for your planned routes. To set the directions preferences, click the “Directions” tab.


For any route, set direction preferences using Route4Me

You choose to navigate your route by distance, time or time with traffic. Click on the “Navigate By” drop down menu to select the most appropriate option.


  • Distance - optimizes directions for the shortest possible distance
  • Time - optimizes directions for the shortest possible time, conditioned by speed limits
  • Current Time with Traffic - optimizes directions for the shortest possible time, taking into account traffic information available when the route is planned


Always get an optimized route each time you use Route4Me

Next, select between “Driving” and “Walking” modes.


Always get an optimized route each time you use Route4Me

You can minimize or avoid highways and tolls by selecting one of the options available in the “Highways and tolls” drop down menu.

Setting the Distance Type


The “Distance” tab allows you to control route optimization speed and quality.

There are three distance types you can choose from:

  1. Drive Time Optimization - Uses actual driving time and distances; it provides the most accurate distance estimation and optimization takes more time.
  2. Straight Line Optimization - Uses straight lines to get distances; optimization is faster.
  3. Big City Optimization - Uses an estimation of distances for grid organized cities; optimization is faster.


Use Route4Me as your final mile route optimization software that sets distance types

“Drive Time Optimization” is the recommended setting for the most route planning scenarios. It usually takes a few seconds for the optimization engine to optimize a route of around 50 stops. For larger routes of more than 100 stops, the optimization might take up to a few minutes.


Adding Addresses to Your Route


Route4Me features five methods for adding addresses to a route, to accommodate different needs.

Click “Plan New Route” in the navigation panel on the left-hand side of your screen.


Run route planner Route4Me starting with adding addresses

You can choose to add addresses to your route in five different ways: through the interactive map editor, by copying and pasting a list of addresses, by uploading a spreadsheet with your addresses from your computer or by uploading your addresses from a cloud account. Alternatively, you can scan your address list and send it to the Route4Me support department for digitization.


Get optimized routes from Route4Me starting with adding addresses

The Interactive Map Editor is a useful option if you’re planning a small route, with 10 stops or less. It lets you add each address manually, either by typing it in or by selecting it directly from a map.

The Copy-and-Paste option lets you add several addresses to your at once, by pasting them in from another file or software. This is a good option if you’re planning small or medium routes and you already have a list of your addresses which you can copy and paste into Route4Me.

The Upload a File and Import Data features are the recommended options for planning a route. They are the most efficient ways to add multiple addresses, by uploading or importing a spreadsheet file to Route4Me. This is the feature you should consider when planning larger routes.

The Upload Scan option allows you to scan a paper document containing your address list. The address list will be digitized by the Route4Me support department.


Interactive Map Editor


After selecting the “Interactive Map Editor” option on the home screen, set the routing parameter as described in our tutorial on “Setting the Route Parameters”, then click “Create Route and Proceed to Add Addresses”.


Dynamic routing is guaranteed when you use Route4Me's Interactive Map Editor

A new window will appear. On the left side of the window, you can manually type or paste in an address and an alias. Be sure to enter all relevant information, such as street name and number, town or city, state or country and postal code.


As map route planner, Route4Me shows you an interactive map

The first address you enter will always be your start point. As you type in your address, the system will provide an autocomplete suggestion list of geocoded destinations. The list will narrow down as you add more address information.


As map route planner, Route4Me shows you an interactive map

The address field can also be used to add contacts from your address book to your route. You can input part of the alias, first or last name associated with one of your contact and the system will include the information in the autocomplete suggestions. The alias of the contact will be displayed between brackets.


As map route planner, Route4Me shows you an interactive map

IMPORTANT: Make sure you use the autocomplete suggestions every time you include a new destination, otherwise the address will not be geocoded properly and won't be added to the route.

Route4Me also supports reverse geocoding. Instead of typing in the address, you can type in the latitude and longitude coordinates for that location. The autocomplete suggestion list will work the same as before.


As map route planner, Route4Me shows you an interactive map

When you’re done, click “Add Another Address” and repeat the same steps until you finish adding all your destinations.


Always get an optimized route each time you use Route4Me

The second way you can add stops to your route is by using the map on the right hand side of the screen. Navigate to your desired destination on the map, then right click on it.

Select “Add the Nearest Valid Address” to insert the nearest geocoded destination into the route (forward geocoding).

Select “Add this Exact Location” to insert the exact selected location into the route (reverse geocoding).


As map route planner, Route4Me shows you an interactive map

Copy-and-Paste


After selecting the “Copy-and-Paste” option on the home screen, set the routing parameters as described in our tutorial on "Setting the Route Parameters", then click “Create Route and Proceed to Add Addresses”.


Create an optimized route when you use Route4Me's copy and paste function

Using the copy and paste option allows you to copy multiple addresses from another location, such as a word document, an unformatted spreadsheet or another software application, and paste them into Route4Me.


Create an optimized route when you use Route4Me's copy and paste function

You can also insert the alias for each stop, separated from the address by a vertical bar.


Create an optimized route when you use Route4Me's copy and paste function

Route4Me uses geocoding to get latitude and longitude coordinates for each address. Geocoding will be more accurate for complete and properly written addresses.

After the geocoding is done, the software will display a dot next to each address. If the dot is green, that means that the address is geocoded with high confidence. A yellow dot indicates that there was a small problem and the software wasn’t able to identify that precise address, but found something similar which might be correct. A red dot means that the address couldn’t be geocoded. In this case, you have to either remove it from the list or edit it.


Route4Me, GPS tracking software, uses geocoding to get the latitude and longitude coordinates for each address

To edit an address, roll your mouse cursor over it and click on “Edit”.


Route4Me, GPS tracking software, uses geocoding to get the latitude and longitude coordinates for each address

You will be able to enter the new address and click “OK” when you’re done.


Route4Me, GPS tracking software, uses geocoding to get the latitude and longitude coordinates for each address

On the right side of the window you will see the address map. If you need to, you can use it to fine-tune each address, simply by dragging the pin with the number for the corresponding address and dropping it to the new location.


As map route planner, Route4Me allows you to see addresses on a map

You can also remove an address by right clicking on its pin, then selecting “Delete”.


As map route planner, Route4Me allows you to see addresses on a map

When you're done, click on “Finish Import”. AT this point, your route will begin to optimize. The process might take anywhere from a few seconds to a few minutes, depending on the number of stops on your route.

Upload a File


The “Upload a File” feature is perfect for planning large routes. This feature allows you to upload a spreadsheet with the addresses you want to visit.

After selecting the “Upload a File” option on the home screen, set the routing parameters as described in our tutorial on "Setting the Route Parameters", then click “Create Route and Proceed to Add Addresses”.


Create an optimized route even when uploading a file using Route4Me

IMPORTANT:

  • the first address in your spreadsheet will be set as the departure address
  • the spreadsheet must contain column headers designating what information is contained in that column
  • the supported file formats are: .XLS, .XLSX and .CSV (the last is the best for uploads)
  • the spreadsheet must contain more than one address


The spreadsheet you upload should contain at least two columns: the “Alias”, or name of the customer, and the “Address”, consisting of the street name and number, city, state and zip code.


Easy route optimization when uploading a file using Route4Me

You can optionally add other pre-defined and custom columns to your spreadsheet, if you need to have specific information about your destinations available when you are planning the route.

Type in the headers for the “Alias” and “Address” columns in the first row. You can alternatively split the address information into four different columns: “Address” (street name and number), “City” (name of city), “State” (name or postal abbreviation of state) and “Zip” (the zip or postal code).

Add the name of each customer or of each stop you are visiting in the “Alias” column, and their addresses in the “Address” column.

When your file is ready, upload it by clicking anywhere on the upload area.


Create an optimized route even when uploading a file using Route4Me

You will see a preview of the file you uploaded.


Create an optimized route even when uploading a file using Route4Me

Click on the header of any of the columns and select a new option if you need to make any changes to how the information is mapped to the system.


Create an optimized route even when uploading a file using Route4Me

Click “Continue” to proceed to the final review screen.


As map route planner, Route4Me allows you to see addresses on a map

Click “Continue to Review” to verify the addresses on Map.

Route4Me uses geocoding to get latitude and longitude coordinates for each address. Geocoding will be more accurate for complete and properly written addresses.

After the geocoding is done, the software will display a dot next to each address. If the dot is green, that means the address is geocoded with high confidence. A yellow dot indicates that there was a small problem and the software wasn’t able to identify that precise address, but found something similar which might be correct. A red dot means that the address couldn’t be geocoded. In this case, you have to either remove it from the list or edit it.


Route4Me, GPS tracking software, uses geocoding to get the latitude and longitude coordinates for each address

To edit an address, roll your mouse cursor over it and click on “Edit”.


Route4Me, GPS tracking software, uses geocoding to get the latitude and longitude coordinates for each address

You will be able to enter the new address and click “OK” when you’re done.


Route4Me, GPS tracking software, uses geocoding to get the latitude and longitude coordinates for each address

On the right side of the window you will see the address map. If you need to, you can use it to fine-tune each address, simply by dragging the pin with the number for the corresponding address and dropping it to the new location.


As map route planner, Route4Me allows you to see addresses on a map

Rolling you mouse cursor over a destination will bring up detailed information about it, including the data from custom columns.


As map route planner, Route4Me allows you to see addresses on a map

You can also remove an address by right clicking on its pin, then selecting “Delete”.


As map route planner, Route4Me allows you to see addresses on a map

When you're done, click on “Finish Import”. At this point, your route will begin to optimize. The process might take anywhere from a few seconds to a few minutes, depending on the number of stops on your route.

Import Data


The “Import Data” feature is a functional alternative to uploading a spreadsheet file from your computer and it allows you to import your addresses from one of the supported cloud storage services: Google Drive, Dropbox and Box.net. The feature also supports imports from Xero and Quickbooks.

After selecting the “Copy-and-Paste” option on the home screen, set the routing parameters as described in our tutorial on "Setting the Route Parameters", then click “Create Route and Proceed to Add Addresses”.


Create an optimized route by importing data using Route4Me

Before importing the data, make sure you have it in a formatted spreadsheet, as described in our "Uploading a File" section.

Next, follow the steps below. These steps apply for Google Drive, Dropbox and Box.net file imports.


Importing Data from Google Drive


Click on the “Google Drive” tab.


Create optimized routes by importing data using Route4Me

Click the “Authorize” button to login to the selected service.


Create optimized routes by importing data using Route4Me

Select the file you want to use for the import.


Create an optimized route by importing data using Route4Me


Importing Data from Box.com


Click on the “Box.net” tab.


Create optimized routes by importing data using Route4Me

Enter your Box.com credentials, then click “Authorize”.


Create optimized routes by importing data using Route4Me

Click “Grant access to Box”.


Create optimized routes by importing data using Route4Me

Select the route spreadsheet that you want to import.


Create an optimized route by importing data using Route4Me


Importing Data from Dropbox


Click on the “Dropbox” tab.


Create optimized routes by importing data using Route4Me

Enter your Dropbox credentials, then click “Sign In”.


Create optimized routes by importing data using Route4Me

Select the route spreadsheet that you want to import.


Create an optimized route by importing data using Route4Me

After performing these actions, click the “Import Selected” and you will see a preview of the file you uploaded.


Create an optimized route by importing data using Route4Me

Click on the header of any of the columns and select a new option if you need to make any changes to how the information is mapped to the system.


Create an optimized route by importing data using Route4Me

Click “Continue” to proceed to the final review screen.


Create an optimized route by importing data using Route4Me

Click “Continue to Review” to verify the addresses on Map.

Route4Me uses geocoding to get latitude and longitude coordinates for each address. Geocoding will be more accurate for complete and properly written addresses.

After the geocoding is done, the software will display a dot next to each address. If the dot is green, that means the address is geocoded with high confidence. A yellow dot indicates that there was a small problem and the software wasn’t able to identify that precise address, but found something similar which might be correct. A red dot means that the address couldn’t be geocoded. In this case, you have to either remove it from the list or edit it.


Route4Me, GPS tracking software, uses geocoding to get the latitude and longitude coordinates for each address

To edit an address, roll your mouse cursor over it and click on “Edit”.


Route4Me, GPS tracking software, uses geocoding to get the latitude and longitude coordinates for each address

You will be able to enter the new address and click “OK” when you’re done.


Route4Me, GPS tracking software, uses geocoding to get the latitude and longitude coordinates for each address

On the right side of the window you will see the address map. If you need to, you can use it to fine-tune each address, simply by dragging the pin with the number for the corresponding address and dropping it to the new location.


As map route planner, Route4Me allows you to see addresses on a map

Rolling you mouse cursor over a destination will bring up detailed information about it, including the data from custom columns.


As map route planner, Route4Me allows you to see addresses on a map

You can also remove an address by right clicking on its pin, then selecting “Delete”.


As map route planner, Route4Me allows you to see addresses on a map

When you're done, click on “Finish Import”. At this point, your route will begin to optimize. The process might take anywhere from a few seconds to a few minutes, depending on the number of stops on your route.

Upload Scan


You should consider the “Upload Scan” if you don't have your addresses in digital format or none of the other options for adding addresses is available to you.

If you choose this option, you only need to name your route and set the schedule when you set your route parameters.


Route4Me, a route scheduling software, allows you to upload scans of your addresses to create routes

Scan the file to your computer, then select it and upload it to Route4Me.


Route4Me, a route scheduling software, allows you to upload scans of your addresses to create routes

You will receive a message informing you that your request is being processed by our support department. Depending on the complexity of the route, it could take up to 48 hours for the support team to return the formatted file.


Route4Me, a route scheduling software, allows you to upload scans of your addresses to create routes


Managing Your Contacts with the Address Book


The “Address Book” helps you keep track of all your addresses and is particularly useful if you have places or customers you need to visit on a regular basis.

You can access your contacts through the “Address Book” and the “Address Book Map”. The “Address Book” lets you view your addresses in as a list as tiles, while the “Address Book Map” allows you to visualize up to 100,000 contacts on the same map.

Route4Me's “Address Book” helps you keep track of all your addresses, all the information that is important about them, their visited frequency, date when they were last visited and routed.

View the articles below for a complete description of the functionality of the Address Book and the Address Book Map.

Adding Addresses to the Address Book


You can add addresses to your address book individually, or by uploading a spreadsheet containing multiple addresses.

Click on the “Address Book”, then select “Address Book List”.


Route4Me, a route planner, allows you to easily add addresses to the address book

Adding Contacts One by One


To add new address to your address book, click “Add Address” in the “File” menu.


Route4Me, a route planner, easily adds addresses one by one to the address book

Type in your address, then select it from the autocomplete suggestion dropdown.


Route4Me, a route planner, easily adds addresses one by one to the address book

Under the Location tab, choose an alias and a color for the pin indicating the address on the map.


Route4Me, a route planner, color codes addresses in the address book

You can add additional information, such as a group the contact will be assigned to, the first and last name of your contact person, the email and phone number, by filling in the corresponding fields under the “Location Details” tab.


Route4Me, a route planner, allows you to add more information about addresses in the address book

You can also add custom data by clicking the “Edit Custom Data” button.


Route4Me, a route planner, allows you to edit custom data about addresses in the address book

Add a field name and field content for your custom data. If you want to add more than one field, click “Add One More”.


Route4Me, a route planner, allows you to edit custom data about addresses in the address book

Click “Add” to finish editing your contact.


Route4Me, a route planner, allows you to add more information about addresses in the address book

Adding Contacts in Bulk by Uploading a File


You can add multiple contacts to your address book by uploading a spreadsheet file.

Your file should contain the following columns: “Alias”, “First_Name”, “Last_Name”, “Address”, “Group”, “Email”, “Phone”.


Route4Me, a route planner, allows you to simply upload your data

Any additional columns you insert in your spreadsheet will be added to the custom data section of your contact.

To upload your file, click the “Upload Addresses” in the “File” menu.


Route4Me, a route planner, allows you to simply upload your data

Click anywhere on the upload area.


Route4Me, a route planner, allows you to simply upload your data

Review your addresses if necessary, then click “Add to Address Book” to complete the upload.

Viewing Contacts


Route4Me supports multiple options for viewing and sorting your contacts either as a list, or on a map.


Viewing Your Contacts in the Address Book List


To view your contacts in the Address Book List, click “Address Book” and select “Address Book List”.


Route planning is easy when you can view your contacts anytime through Route4Me

The columns displayed in your Address Book List view are: the alias, the first and last name, “Phone”, “E-mail”, “Address”, “Group”, “No. of Routes”, “Last Known Visit”, “Last Known Route” and “Actions”.


Route planning is easy when you can view your contacts anytime through Route4Me

Use the arrows in the column headers to sort your contacts alphabetically, ascending or descending, depending on the type of information the column contains.


Route planning is easy when you can sort through contacts through Route4Me

You can switch between list and tile views by clicking the corresponding button in the top-right corner of your screen.


Route planning is easy when you can switch contact views through Route4Me

The Tile View will display the information for each contact as a separate tile.


Route planning is easy when you can switch contact views through Route4Me


Viewing Your Contacts on a Map


To view your contacts on a map, click on “Address Book”, then select “Address Book Map”.


Route planning is easy when you can view contacts on a map with Route4Me

The address book map is a visual tool that makes viewing and managing your contacts easier. It can give you a clearer picture about how to plan your routes.

Each of your contacts is shown as a pin on the map. When you have multiple contacts at the same address or in the same area, they will show as a blue circle indicating the number of contacts for that specific address or area.

Rolling your mouse cursor over the pin will show all available information on the respective contact.


Route planning is easy when you can view contacts on a map with Route4Me

Managing Address Details and Custom Data


To edit a contact from your Address Book, click the “Edit” button in the “Actions” column.


Experience dynamic routing when editing addresses in Route4Me

Edit the address name, then select it from the auto-complete suggestion menu.


Experience dynamic routing when editing addresses in Route4Me

Under the Location tab, you can change the alias and the color of the pin indicating the address on the map.


Experience dynamic routing when customizing addresses in Route4Me

You can edit additional information, such as the first and last name of your contact person, the email and phone number under the “Location Details” tab.


Experience dynamic routing when customizing addresses in Route4Me

Cusom data can be edited by clicking the “Edit Custom Data” button.


Experience dynamic routing when customizing addresses in Route4Me

Click “Save” after you have finished editing your contact.


Experience dynamic routing when editing addresses in Route4Me

Color-coding Your Contacts


You can color code groups or individual contacts in your address book by using one of the two available options: by assigning contacts to a predefined group or by using the manual color picker.


Color Coding Contacts by Assigning Them to a Predefined Group


The first way you to color-code your contacts is by assigning them to a specific group. The system will automatically assign the following colors if you assign your contacts to one of the predefined groups:

Green – Used for contacts in the “Active” group
Yellow – Used for contacts in the “Prospect” group
Red – Used for contacts in the “Cancelled” group
Blue – Used for everything else / unassigned contacts

To assign the contact to one of these groups, go to the Address Book List and click “Edit” in the “Actions” column.


Route4Me is route mapping software that can color code your contacts

Alternatively, you can right-click on the contact and select “Edit” in the pop-up menu.


Route4Me is route mapping software that can color code your contacts

Open the “Location Details” tab, then go to the “Group” field and type in the name of the group you want to assign the contact to.


Route4Me is route mapping software that allows you to group addresses

Write “Active” for a green pin, “Prospect” for yellow pin and “Cancelled” for a red pin. Be sure to spell the name of the group precisely as indicated. Any other text, or leaving the group field blank, will assign the custom blue color to the address pin.


Route4Me is route mapping software that can color code your contacts

You can also do this when you upload a spreadsheet, by specifying the contact group in the “Group” column.


Route4Me is route mapping software that can color code your contacts


Color Coding Contacts by Manually Selecting a Color


If you need more color options for your address book contacts than the four default options available by assigning contacts to a group, you can manually assign custom colors to contacts, either individually or in bulk.

To change the color for a single contact, right-click on the pin in the Address Book Map, then select “Edit”.


Route4Me is route mapping software that can manually color code your contacts

Next, click on one of the colors available under the “Location” tab.


Route4Me is route mapping software that can manually color code your contacts

To assign a color for multiple contacts at the same time on the Address Book Map, take the following steps:

  1. Choose one of the three available selection tools;
  2. Create a shape around the contacts by clicking and dragging on the map;
  3. Right-click anywhere inside the selection;
  4. Click “Assign Color to Addresses” in the pop-up menu.


Route4Me is route mapping software that can assign colors to addresses

Chose one of the available colors, then click “OK”.


Route4Me is route mapping software that can assign colors to addresses

Click “Confirm” when prompted.


Route4Me is route mapping software that can assign colors to addresses

The selected contacts will display the new color on the map.


Route4Me is route mapping software that allows you to see addresses color coded on a map

Setting up and Managing Territories


The Address Book Map allows you to balance territories and routing personnel within user defined regions.

Territory based optimization is useful if you want to visually determine area proximity to regional office / warehouse locations and then to easily assign customers to personnel who are in the vicinity.


Creating a Territory by Manually Drawing the Borders


To draw a territory, click the “Draw New Territory” button on the right hand side of your Address Book Map screen.


Always produce an optimized route by creating territories in Route4Me

Type in a name for your territory, then select a color. Click “Add” when you’re done.


Create an optimized route by creating territories in Route4Me

Click on the map to start drawing your territory’s borders. Continue drawing your territory point-by-point by left-clicking on the map. Each click will determine the territory's borders, marked by straight lines. To complete the territory selection, either double-click on the map or connect the border lines back to the point where you initially started.


Get an optimized route with Route4Me's territory mapping

Repeat this process for each territory you want to add to your map.


Make an optimized route with Route4Me's territory mapping

You can also draw overlapping territories. In the image below, addresses in the overlapped area will be included in both territories. This may come in useful if you need to add sub-territories to your map.


Create an optimized route with Route4Me through overlapping territories

To display or hide your territories on the map, check or un-check the box next to each one.


Get an optimized route by displaying or hiding territories in Route4Me


Creating a Territory with KML Text Import


KML (Keyhole Markup Language) is a file format used to display geographic data in an Earth browser. KML data can be created using 3rd party software such as Google Earth. To add a territory by parsing KML data, click “File” → “Create Territories from KML”.


Make an optimized route using Route4Me's Keyhole Markup Language text import

Input the KML data in the textbox, then click “OK”.


Make an optimized route using Route4Me's KML text import

Next, type in a name for your territory, then click “OK”.


Create your optimized route with Route4Me's KML text import

Your new territory will appear on the Address Book Map.


Get an optimized route with Route4Me's KML text import


Managing Territories


If you need to download the addresses inside a territory to a spreadsheet file, you can do so by clicking the gear icon next to the territory, then selecting “Download Territory”.


Download your optimized route using Route4Me

You can also view the number of addresses in each territory in the territory count section. Rolling your mouse cursor over a territory will display the exact address count for that territory.


View territories under the optimized route through the use of Route4Me

To delete a territory from the map, click the gear icon, then select “Remove”. Note that this will only delete the territory borders, not the address book contacts encompassed within that territory.


Delete a territory in the optimized route through Route4Me

Advanced Contact Filtering


Filtering Contacts in the Address Book


Use the search bar to look for information associated to a certain contact.


Route planning made easy by Route4Me's advanced contact filtering

The search function displays results from all the data associated to a certain contact.

The three “Display” buttons in the top right of the screen allow you to sort what addresses you can view.


Route planning is simple through Route4Me's advanced contact filtering

  • Display All: shows all of your contacts
  • Display Routed Addresses: shows addresses that were in at least one route
  • Display Unrouted Addresses: shows addresses that were never used in a route


Filtering Contacts on the Address Book Map


Choose which addresses are displayed on the map by clicking one of the three “Show” buttons at the top right corner of the screen.


Route planning is easy when you filter contacts using an address book map in Route4Me

You can opt to show all your addresses, the addresses that have been routed at least once or addresses that have never been routed.

Planning a Route Using the Address Book


Planning a route with the address book is a great feature to have if you have places or customers you need to visit on a regular basis. You can use the address book to plan routes in four different ways: by selecting contacts from the address book list, by drawing a shape on the address book map, by using the “Territories” feature or by using the “Search Groups” option.


Selecting Contacts in the Address Book List


Check the boxes next to the addresses you want to add to your route.


Optimize routes quickly with Route4Me's easy address selection

To select all your contacts, check the box in the header.


Optimize routes quickly with Route4Me's easy address selection

Click File → “Plan Route with Selected”.


Route4Me as map route planner makes it easy to immediately plan routes with indicated addresses


Drawing a Shape on the Address Book Map


The Address Book Map allows you to plan your routes in a visual and intuitive way.

On the top left corner of the map, you will see the selection tools which allow you to select multiple contacts at the same time.


Route4Me as map route planner allows you to draw shapes around territories

The hand tool (or “Stop Drawing”) lets you move around the map by dragging it.

The “Draw a shape” tool lets draw an irregular shape around the addresses you want to select for your route. Draw each line by connecting the dots with straight lines.


Route4Me as map route planner allows you to draw customized shapes around territories

Shapes can be modified by dragging the dots that appear on the shape's borders.


Route4Me as map route planner allows you to draw and modify customized shapes around territories

The “Draw a Rectangle“ tool lets you select the addresses on your map in a symmetric, rectangular shape. Drag the rectangle around the contacts you wish to select and then release to finish the selection.


Route4Me as map route planner allows you to draw a rectangle around territories

The “Draw a circle” tool allows you to create and adjust the radius of a circle around a set of destinations.


Route4Me as map route planner allows you to draw a circle around territories

Hovering the cursor over the circular shape will display the total radius (in miles).


Route4Me as map route planner allows you to draw shapes within a certain radius

You can also drag the circular selection on the map. Click and hold the small point at the center of the circle and drag it as required.


Route4Me as map route planner allows you to draw and modify shapes within a certain radius

If want to remove your selection, click the “X” button in the top-left hand corner of the map.


Route4Me as map route planner allows you to quickly remove shapes from the address map

When you’re happy with your selection, right click on it, then select click “Plan Route with Area Addresses”.


Route4Me as map route planner allows you to plan routes after easy selection


Planning a Route With a Territory


To plan a route using the addresses within one of your territories, click the gear icon next to the territory’s name, then select “Plan Route”.


Route4Me makes route planning specifying territories easy


Planning a Route Using Search Groups


To plan a route using the addresses included in one of your search groups, click the gear icon in the search group header, then click “Plan Route”.


Route planning with Route4Me makes searching by group simple


Setting the Route Parameters


After selecting your contacts from the Address Book or from the Address Book Map, type in your departure address, or select it from the list of addresses within that territory.


Routes are easily planned with Route4Me's parameter setting

Proceed to setting the routing parameters to finalize planning your route.

Exporting the Address Book


You can export the contacts in your address book to a .CSV file, either from the “Address Book List” or from the “Address Book Map”.


Exporting Contacts from the Address Book List


To export your contacts from the “Address Book List”, select the contacts you want to export by clicking the check-boxes next to them, then click “File” → “Export Selected”.


Route4Me as driving route planner easily exports the address book

If you want to export your entire address book, click “Select All” after selecting at least one contact by checking the box.


Route4Me as driving route planner easily exports the address book


Exporting Contacts from the Address Book Map


You can perform a contacts export using the “Address Book Map” in four steps:

  1. Choose one of the available selection tools;
  2. Draw a shape around the pins corresponding to the contacts you want to include in the export;
  3. Right-click on the selected area;
  4. Click “Download Area Addresses”


Route4Me as driving route planner easily exports the address book from the map

You can also export contacts included in a territory or in a search group.

Deleting the Address Book


You can delete your Address Book contacts by accessing the Address Book List or the Address Book Map.


Deleting Contacts from the Address Book List


To delete all the contacts in your address book, you need to take a few easy steps.

  1. Check the box in the header;
  2. Click “Select All”;
  3. Click “Edit”;
  4. Select “Remove Selected”.


Route4Me as route planner deletes addresses easily and securely

Click “Confirm” when prompted.


Route4Me as route planner deletes addresses easily and securely

Finally, you'll need to type in the word “delete” as a precaution to prevent you from accidentally deleting the address book.


Route4Me as route planner deletes addresses easily and securely


Deleting Contacts from the Address Book Map


To delete all contacts using the Address Book Map, you need to:

  1. Choose a selection tool;
  2. Make a selection that includes all contact pins;
  3. Right-click anywhere on the selection;
  4. Select “Remove Area Addresses”.


Route4Me as route planner deletes addresses easily and securely from the map

Assigning Icons to Your Contacts


You can make certain contacts or contact groups stand out by assigning an icon, or emoji, in the Address Book Map.

To assign an icon for a single contact, right-click on the pin, then select “Edit”.


Route4Me is route mapping software that can assign icons to contacts

Next, click on the pin icon in the “Location” section.


Route4Me is route mapping software that can assign icons to contacts

Select one of the available icons by clicking on it, then click “Save” to close the “Edit Address” box.


Route4Me is route mapping software that can assign icons to contacts

To assign an icon for multiple contacts at once, you must:

  1. Click on one of the selection tools in the upper left-hand side corner of the map;
  2. Click and drag to make a selection around the contacts;
  3. Right-click on the selection;
  4. Select “Assign Icon to Addresses”.


Route4Me is route mapping software that can assign icons to addresses

Click the default icon, then choose one of the available icons to replace it.


Route4Me is route mapping software that can assign icons to addresses

The selected addresses will be displayed with the icon you selected.


Route4Me is route mapping software that can assign icons to addresses

Filtering your Contacts with Search Groups


Route4Me’s advanced search engine allows you to group your contacts by making custom selections, with unlimited constraint filters. This will allow you to better manage your addresses. The “Search Groups” option can be accessed in the Address Book Map.


Route4Me as map route planner filters contacts using search groups

The “Search Groups” menu appears on the left hand side of the Address Book Map screen.


Route4Me as map route planner filters contacts using search groups

To minimize it, click the “Close” button on the sidebar.


Route4Me as map route planner filters contacts using search groups

To open it again, click the dark grey area at the middle of the sidebar.


Route4Me as map route planner filters contacts using search groups


Creating a Search Group


Creating a group based on a custom selection is a three step process:

  1. Select the field to which you want to apply the search;
  2. Select the relational operator that determines the selection type;
  3. Input search text.


To start making your selection, click on the drop down field and choose the field your search will apply to.


Route scheduling software like Route4Me creates search groups

You can opt to search in all fields, or you can restrict your search to one of the static fields (such as address, alias or email) or to one of the custom fields (relating to the custom information you uploaded into the system when you created your address book).


Route scheduling software like Route4Me creates search groups

Next, select the proper relational operator that defines the relation between the field selection and the searched text.

For text fields, the options are:

  • contains – text is present in the field as digit, a word or part of a word;
  • doesn’t contain – text is not present in field;
  • has word – text is present in field as a whole word;
  • equal – contains the exact text specified;
  • not equal – contains anything but the exact text specified;
  • begins with – any of the words or numbers in the field begin with a certain letter or group of letters or digits;
  • ends with – any of the words or numbers in the field end with a certain letter or group of letters or digits;
  • is empty – field does not contain any information;
  • is not empty – field contains any information.


Route scheduling software like Route4Me creates search groups

For numeric fields, there are a few additional options (these options will not show for text fields):

  • less - returns contacts with less than the specified value;
  • less or equal - returns contacts with a value that is less or equal to the specified value;
  • greater - returns contacts with a value greater than the specified value;
  • greater or equal - returns contacts with a value greater or equal to the specified value;
  • between - returns contacts between specified values.


Route scheduling software like Route4Me creates search groups

Finally, you need to input a value in the search field.


Route scheduling software like Route4Me creates search groups

For example, if you would like to display only addresses within a specific ZIP code, you would select the “Address” field, then select “contains” as the relational operator and finally type in the ZIP code as your search text. The selection will appear on the address book map whenever the search group is checked.


Route scheduling software like Route4Me creates search groups

After inputting the search parameters, you can assign a color to the group.


Route scheduling software like Route4Me creates search groups

To name the group, click on the header and type it in.


Route scheduling software like Route4Me creates search groups

You can refine your search by adding rules and sub-groups to a search group. A sub-group is a group of rules that acts as one rule in relation with other rules. Click “Add rule” to add a new filter.


Route scheduling software like Route4Me creates search groups

Go through the same steps as before and select the field, the relational operator and use the rule to refine the selection.

Additionally, you need to establish the type of relation between the rules or groups by selecting the proper logical operator. “AND” will cumulate the rules and only display contacts that meet both criteria. “OR” will display contacts that meet either of the input criteria.


Route scheduling software like Route4Me creates search groups

If you want to add a new group based on new filtering criteria, click the “+ Add Group” button


Route scheduling software like Route4Me creates search groups


Managing Search Groups


You can perform several actions with your newly created search group.

If you need to download the addresses included in your search group to a .CSV file, click the gear icon → “Download Addresses”.


Run this route planner, Route4Me to manage search groups

To assign an icon to all the contacts meeting the search group criteria, click the gear icon → “Set Icon Override”.


Run this route planner, Route4Me to manage search groups

Click the gear icon → “Delete” to remove the search group.


Run this route planner, Route4Me to manage search groups

To plan a route with the search group addresses, click the gear icon → “Plan Route”


Run this route planner, Route4Me to manage search groups

You can also open the search group in a separate window. Hover your mouse cursor over the name of the search group, then click the “expand” icon that appears next to the gear icon.


Run this route planner, Route4Me to manage search groups

A new window will appear, where you can perform the same actions detailed above in a larger setting.


Run this route planner, Route4Me to manage search groups


Editing and Managing your Existing Routes


Rout4Me allows you to edit your routes after having planned them. Please visit the articles below to find out how you can edit and manage your existing routes.

Adding Addresses to an Existing Route


Route4Me allows you to add addresses at any time after planning a route. The addresses can be added using the “insert” menu or using the route map. Open any route in the routes list to access the Route Editor.


Adding Destinations Using the Insert Menu


Click “Insert”, then select one of the options for adding addresses: add addresses by typing them in, by copying and pasting, by uploading a file with multiple addresses or by importing data from a one of the supported file hosting accounts.


Route4Me as vehicle route planning, can add destinations to routes

  1. Type in the address in the “Address” field
  2. Type in an alias (optional)
  3. Click “Add Another Address” to keep adding addresses (optional)
  4. Click “Finished Adding Addresses”


Route4Me as vehicle route planning, can add destinations to routes


Adding Destinations Using the Route Map


Right-click on the map on the exact location of the destination you want to add to bring up a pop-up menu.


Route planning is simple with Route4Me when you can add addresses to a route map

There are six options you can choose from:

  • Add this Address after Last Stop - adds the nearest geocoded address after the last stop on the route
  • Add this Address after Last Visited Stop - adds the nearest geocoded address after the last visited stop, on ongoing routes
  • Add this Address at Optimal Position - adds the nearest geocoded address at the optimal position, based on time and distance constraints
  • Add this Exact Location After Last Stop - adds the exact location selected on the map after the last stop on the route
  • Add this Address after Last Visited Stop - adds the exact location on the map after the last visited stop, on ongoing routes
  • Add this Exact Location Optimal Position - adds the exact location selected on the map at the optimal position, based on time and distance constraints


Adding Destinations Using the Address Book Map Layer


In the Route Editor, click “Map Settings” → “Address Book” to bring up all of your address book contacts on your route map.


Route planning with Route4Me allows you to add destinations using the address book map

Right-click on the pin corresponding to the address you want to add to the route, then select the appropriate option from the pop-up menu.


Route planning with Route4Me allows you to add destinations using the address book map


Adding Destinations With Rapid Address Input


The rapid address input option allows you to add stops with additional data to a route. The available additional data fields are:

  • Alias
  • First Name
  • Last Name
  • Email
  • Phone
  • City
  • Zip
  • Order No
  • Cost
  • Revenue
  • Cube
  • Pieces
  • Weight
  • Service Time

Click “Insert” → “Quick Insert Address” or use the Ctrl+I keyboard shortcut to open the rapid address input window.


Route4Me as route planner can add addresses with the rapid address input option

Input the address corresponding to the stop you want to add to the route. Select one of the available suggestions in the auto-complete list to make sure your address is geocoded properly.


Route4Me as route planner can add addresses with the rapid address input option

Press “Tab” or “Enter” on your keyboard if you want to add additional fields to the stop. Select one of the available fields, then input the value corresponding to the information you want to add for that stop. Repeat the same process for the all additional fields you need to add.


Route4Me as route planner can add addresses with the rapid address input option

When you’re done adding the information associated with the stop click either “Save” to close the rapid input window or “Save + New” to add a new stop.


Route4Me as route planner can add addresses with the rapid address input option

Deleting Addresses from an Existing Route


To remove an address from a route, first open the route you want to modify in your routes list.

Click on the “X” symbol next to the address you want to delete.


Route planning using Route4Me is simple with its address deletion function

Select one of the available cancellation reasons.


Route planning using Route4Me is simple with its address deletion function

Click “Confirm” to remove the address from your route.


Route planning using Route4Me is simple with its address deletion function

Alternatively, you can right-click on an address and select “Remove Address”, then go through the steps mentioned above.


Route planning using Route4Me is simple with its address deletion function

Changing the Order of Addresses in a Planned Route


You can modify your route structure by changing the address sequence after a route was optimized.


Editing the Address Sequence in the Route Editor


The Route Editor allows you to modify the structure of your route by changing the address sequence, change the departure and ending addresses of a route and duplicate stops.


Dragging and Dropping a Destination in the Route Editor


After opening your route, click and hold on the address you want to move, then drag and drop it to the new position within the route.


Route4Me is route scheduling software where you can drag and drop destinations using its route editor

If you want to set the selected address as the departure address, simply drag it to the top of the address list.


Setting a Destination as the First or Last in the Route Editor


To set a destination as the first or last on the route, right-click on it in the list on the left-hand side of the route editor, then select one of the available options:

  • Make Origin - the address is set as the start / departure point of the route and, if the address is a round-trip, it will also set it as the “End” address;
  • Make First - the address is moved to the first position in the destinations list (after the departure address);
  • Make Last - the address will be the last one on the route; if the route is set as a round-trip, then it will become the last before the departure / end address.


A final mile route optimization software, Route4Me indicates first and last destinations in a route


Duplicating a Stop in the Route Editor


Any destination on a planned route can be duplicated. In the route editor, right-click on the destination, then select one of the available options:

  • Duplicate this Stop - the destination is duplicated as a general stop (no stop type assigned);
  • Duplicate this Stop as… - hovering your mouse cursor over this option will bring up a pop-up menu with the available address stop types: pickup, delivery, break, meetup, service, visit or drive by.


Route4Me serves as route planner with multiple stops where you can duplicate stops

The duplicated stop will be inserted in the route just after the original stop. Most of the information associated with the stop will be duplicated, including the address, alias and custom data. Notes and visitation triggers are the only data types that will NOT be duplicated.


Editing the Address Sequence in the Routes Map


The timeline section of the Routes Map allows you to make multiple changes to the structure of your planned routes. To start, go the the Routes Map and check the box next to the route you want to edit.


Route4Me serves as route planner with multiple stops where you edit address sequence


Dragging and Dropping a Destination in the Routes Map


Go to the bottom section of the Routes Map screen to access the Route Timeline.


This driving route planner, Route4Me, can drag and drop destinations in a route map

Click and hold on an address, then drag it to the new position within the route.


This driving route planner, Route4Me, can drag and drop destinations in a route map

Alternatively, you can right-click on the stop and select “Move to Sequence No.”, then type in the new sequence number for the address.


This driving route planner, Route4Me, can drag and drop destinations in a route map

Editing Address Details and Custom Data in the Route Editor


When viewing a planned route in the Route Editor, you can access the details for an addresses by clicking on it in the address list.


Route4Me, a route mapping software, enables you to easily access and edit address details


Address Information


The “Address Information” section allows you to view and edit address data associated with a stop. This section includes the following fields:

  • Address (editable field) – the full address associated with the selected stop; modifying data in this field will change the location of the stop. You can also input latitude and longitude coordinates instead of street, city and state.
  • Alias (editable field) – the alias / name associated with the stop.
  • Lat, Lng (read-only) – the geocoded latitude and longitude coordinates for the stop.
  • Address Stop Type (multiple choice drop-down) – the stop type drop-down list has several predefined values: Delivery, Pickup, Break, Meetup, Service, Visit, Drive By. Stop types help set the right expectations for drivers while they’re out in the field, and they also help dispatchers get more predictability regarding the route structure.


With Route4Me, get and edit route address information easily and conveniently


Address Visit Details


The “Address Visit Details” section provides details regarding the operational status of each stop. It consists of four fields:

  • Marked as Visited (check-box) – the timestamp (MM/DD/YYYY HH:SS) for when the driver manually marked the address as visited on a mobile device. Addresses can also be marked as visited in the route editor by clicking the corresponding checkbox.
  • Marked as Departed (check-box) – the timestamp (MM/DD/YYYY HH:SS) for when the driver / dispatcher manually marked the address as departed.
  • Detected as Visited (read-only) – the timestamp (MM/DD/YYYY HH:SS) for when the system automatically detected the driver as entering the geofenced area around the address.
  • Detected as Departed (read-only) – the timestamp ((MM/DD/YYYY HH:SS) for when the system automatically detected the driver as entering the geofenced area.


Get and edit route address details immediately with Route4Me

Hovering the mouse cursor over a timestamp in any of the four fields will highlight the recorded location of the driver when the address was marked / detected as visited / departed on the route map.


Get and edit route address details immediately with Route4Me


Order Data


The “Order” section allows you to view and edit relevant information regarding the order delivered to the address.

  • Order No (editable field) – the order number.
  • Order Cost (editable field) – the total cost for the order(s) delivered to the address.
  • Cube (editable field) – the cubic volume of the order(s).
  • Invoice No (editable field) – the invoice number.
  • Pieces (editable field) – the number of pieces included in the order.
  • Reference No (editable field) – the internal reference number associated with the order.
  • Revenue (editable field) – total revenue generated by the order.
  • Weight (editable field) – total weight of the order.
  • Priority (editable field) – the order priority; this field can change the sequence of addresses in the route (lower priority orders will be visited first)
  • Tracking Number (external link) – the customer tracking number which allows customers to see the location of the driver in real time.


Route4Me, route scheduling software, accesses and edits order details

The values in some fields (Order Cost, Cube, Pieces, Revenue, Weight, Priority) can be applied to all other stops on the route by clicking the gear icon → “Apply to All”.


Route4Me, route scheduling software, accesses and edits order details


Customer Information


In the “Customer Information” section you can view or edit the personal details of a customer.

  • First Name (editable field) – the first name of the customer.
  • Last Name (editable field) – the last name of the customer.
  • E-mail (editable field) – the customer’s e-mail address. This field is required for sending e-mail notifications with the “Real-Time Tracking for Customers” module.
  • Phone (editable field) – the customer’s phone number. This field is required for sending SMS notifications with the “Real-Time Tracking for Customers” module.
  • Customer PO (editable field) – the customer purchase order number.
  • Group (editable field) – the (optional) group to which the customer is assigned.


Get route customer information easily with Route4Me


Time Data


The “Time” section displays the time window constraints, service time and time on site

  • Time Window Start (editable field) – the start time for the first time window interval in which the address can be visited (D, HH:MM)
  • Time Window End - the end time for the first time window interval in which the address can be visited (D, HH:MM)
  • Time Window Start 2 (editable field) – the start time for the second time window interval in which the address can be visited (D, HH:MM)
  • Time Window End 2 (editable field) – the end time for the second time window interval in which the address can be visited (D, HH:MM)
  • Service Time (editable field) – the estimated amount of time for servicing the address (HH:MM:SS)
  • Marked Time on Site (read-only) – the time difference between the “Mark as Visited” and “Marked as Departed” fields
  • Detected Time on Site (read-only) – the time difference between the “Detected as Visited“ and “Detected as Departed” fields


Route4Me offers dynamic routing with its time data function


Projected Estimated Arrival Times


The “Projected Estimated Arrival Times” are the estimated times when the driver is supposed to arrive and depart the address. They are calculated when the route is planned, based on route parameters such as service time and estimated driving time.

  • Projected Estimated Arrival Time (read-only) – the approximate arrival time, not taking into account external factors such as traffic and driver check-ins.
  • Projected Estimated Departure Time (read-only) – the approximate departure time, taking into account the service time for the address but not taking into account external factors.


Dynamic routing is possible with Route4Me's ability to project estimated arrival times


Dynamic Estimated Arrival Times


The “Dynamic Estimated Arrival Times” are dynamically updated when a driver is running a route, based on current traffic and field activities such as visitation and departure check-ins.

IMPORTANT: The dynamic estimated arrival times are updated by the driver’s manual check-ins (Marked as Visited / Departed), not by the automatic geofencing triggers (Detected as Visited / Departed).

  • Dynamic Estimated Arrival Time (read-only) – the dynamically updated arrival time, which takes into account external factors such as traffic and driver check-ins.
  • Dynamic Estimated Departure Time (read-only) – the dynamically updated departure time, which takes into account the service time for the address and external factors.


Dynamic routing is possible with Route4Me's ability to estimate arrival times dynamically


Custom Data


The “Custom Data” section displays all of your custom fields and their associated values. All custom data fields can be edited and their values applied to all other addresses on the route (Gear Icon → “Apply to All”).


Experience dynamic routing when you can customize data using Route4Me

To add a new custom data field, scroll to the top of the address menu and click the “Add Custom Data Button”.


Experience dynamic routing when you can customize data using Route4Me

Type in the name of the field and its value, then click “Add Custom Data”.


Experience dynamic routing when you can customize data using Route4Me

To delete a custom data field, click the gear icon → “Delete”.


Experience dynamic routing when you can customize data using Route4Me

Changing Route Settings


You can change the settings of a planned route by clicking “Edit” → “Route Settings” in the Route Editor.


Route4Me, a route planner, allows you to change route settings

This will open the same route settings window you used to set the route parameters when you initially planned the route

  • the route name
  • the route schedule and service time
  • the optimization type
  • type of directions
  • turn restrictions
  • assigned user and vehicle

After making the necessary changes, click “Update Route Settings”.


Route4Me, a route planner, allows you to update route settings

Re-optimizing a Route


If you make changes to the structure of a planned route, such as changing the optimized address sequence, adding new addresses or moving addresses from one route to another, you can re-optimize the route to make sure your addresses are visited in the best possible sequence.

In the Route Editor, click “Route” → “Re-optimize this route”.


Dynamic routing is possible with Route4Me's reoptimization

Your new address sequence will appear in the address list and on the route map.

Reversing a Route


The route reversal engine allows you to reverse the order of all addresses in a route, or just reverse the destinations and keep the same “Start” and “End” addresses.

To reverse a route, first open to the Route Editor.

  1. Click “Route”;
  2. Hover the mouse cursor over “Reverse this Route”;
  3. Select the appropriate option (“Reverse entire route” or “Reverse destinations only”).


Accomplish dynamic routing with Route4Me's route reversal

Refreshing the Directions of a Route


Whenever you make changes to a route, such as adding a new destination, deleting an existing destination or reversing the address order, the map will display those changes in real time. However, the turn-by-turn directions for the route need to be refreshed manually to reflect the latest changes.

To refresh the directions for a route, click “Route” → “Refresh Directions”.


Easy route optimization when you can refresh route directions with Route4Me

You can display the updated directions in the Route Editor by clicking “Map Settings” → “Driving Directions”.


Easy route optimization when you can refresh route directions with Route4Me

Renaming a Route


Routes are given default or custom names when they are initially planned, but they can also be renamed at any time in the “Route Editor” and the “Routes List”.


Renaming a Route in the Route Editor


Open your route and then perform the following actions:


1. Click “Edit”;
2. Select “Route Settings”;


Rename an optimized route in Route4Me's route editor

3. Type in the new route name;
4. Click “Update Route Settings”.


Rename an optimized route in Route4Me's route editor


Renaming a Route in the Routes List



1. Click on the gear icon next to the route;
2. Click “Rename Route”


Rename an optimized route in Route4Me's routes list

3. Type in the new route name;
4. Click “Rename”


Rename an optimized route in Route4Me's routes list

Customizing the Map Settings



Map Styles


The route editor supports two different map styles: “Map View” and “Matrix View”.


Route4Me is route mapping software that customizes map views

There are two styles available for the “Map View”: “Satellite” and “Map”.


Route4Me is route mapping software that customizes map views

Use the buttons at the top right corner of your map to select the map mode.

The default view is the “Map” style in the “Map View”.


Route4Me is route mapping software that customizes map views

You can view a close-up of each location by clicking the “Matrix” button. The locations on the route will be displayed in grid.


Route4Me is route mapping software that customizes map views

The “Satellite” style of the “Map View” provides a satellite view of the route region.


Route4Me is route mapping software that customizes map views


Map Layers


The “Map Settings” allow you to add layers to your map and to bring up additional information about your route.

The driving lines are checked by default. You should keep them on your map if you want to have a visual representation of the turn-by-turn directions for your route.


Route4Me as driving route planner that add layers to your map

Un-checking the driving lines will display the distance between stops in a beeline. This view is also available if you check the “Original Route” box.


Route4Me as driving route planner that add layers to your map

Check the “Traffic” box for a view of local traffic.


Route4Me as driving route planner that add layers to your map

Checking the “Address Book” option will bring up all of your address book contacts on your route map. If you have several contacts that are very close together, you can check the “Clustering” box to display those addresses as a single cluster, rather than individual pins.


Route4Me as driving route planner that add layers to your map

You can also bring up your defined territories by checking the corresponding box.


Route4Me as driving route planner that add layers to your map

If you have any avoidance zones set for the routing area, you can check the “Avoidance Zone” box to display them on the route map.


Route4Me as driving route planner that add layers to your map

To display the geofenced area associated with each address, check the “Geofences” box.


Route4Me as driving route planner that add layers to your map

You can also check the “Geofence Activities” box to show the geofence trigger locations on the map.


Route4Me as driving route planner that add layers to your map

You can open the driving directions on the right side of your map.


Route4Me as driving route planner that add layers to your map

You can also view the activity feed for that route.


Route4Me as driving route planner that add layers to your map

To display the destinations which have a note associated with them, check the “Notes” box.


Route4Me as driving route planner that add layers to your map

Finally, to the display the estimated arrival times for each destination, check the “ETA's” box.


Route4Me as driving route planner that add layers to your map

Note that you can bring up multiple layers at once, depending on what information is relevant for your routing purposes.


Route4Me as driving route planner that add layers to your map


Weather Layers


“Business” and plan subscribers and up can view multiple read-only, real-time weather layers on their route map. The layers display the weather conditions for a specific area. Check the “Current Weather” box to view all available options and to display the temperatures for selected areas on the map.


Do dynamic routing with Route4Me to view different weather conditions in different areas

The following weather layers are available:

- Radar;


Do dynamic routing with Route4Me to view different weather conditions in different areas

- Satellite;


Do dynamic routing with Route4Me to view different weather conditions in different areas

- Winds;


Do dynamic routing with Route4Me to view different weather conditions in different areas

- Storm reports;


Do dynamic routing with Route4Me to view different weather conditions in different areas

- Snow depth;


Do dynamic routing with Route4Me to view different weather conditions in different areas

- Temperature.


Do dynamic routing with Route4Me to view different weather conditions in different areas


Managing your Planned Routes


Route4Me provides advanced route management options which allow you to constantly keep track of your routing activity.

Viewing Multiple Routes on the Routes Map


The “Routes Map” lets you view multiple routes on a single map, providing solutions for quickly modifying addresses between routes. This function is ideal for assigning an address to another route, when it can't be visited as initially planned.

To access the Routes Map, click “Routes”, → “Routes Map”.


Route4Me is route mapping software where you can view multiple routes on a routes map

Select the routes you want to view on the same map by checking them. Each route you select will be displayed in a different color on the map, on the right-hand side of your screen.


Route4Me is route mapping software where you can view multiple routes on a routes map

The map also displays useful information, such as the summary table, driver tracking and multiple map settings.


Route4Me is route mapping software where you can view multiple routes on a routes map

The routes timeline is available at the bottom of the screen. It shows addresses linearly by date and hour of the planned visit.


Route4Me is route mapping software where you view multiple routes on a routes map with timeline

Hovering the mouse cursor over a stop will display the information associated with that stop.


Route4Me is route mapping software where you view multiple routes on a routes map with timeline


Moving Stops between Routes


You can use the timeline to move stops between routes. Select the pin corresponding to an address in the timeline and drag it to the other route’s portion of the timeline. The change will trigger automatic push notifications to both drivers involved, informing them that the route has been updated.


Route4Me serves as route planner with multiple stops where you can move stops between routes

The changes will be made to the route instantly and you’ll be able to view them on your map.

You are also able to operate other changes to your routes by right-clicking on a stop in the timeline, then choosing the desired action.


Route4Me serves as route planner with multiple stops where you can move stops between routes

Comparing Multiple Routes Side-by-Side Simultaneously


You can bring up to 10 routes side by side and compare them in the Routes List.

  1. Check the boxes next to the routes you want to include in the comparison;
  2. Click “File”;
  3. Select “Compare Selected Routes”


Compare multiple routes side by side simultaneously using Route4Me

This will display detailed information about each route, side-by-side.


Compare multiple routes side by side simultaneously using Route4Me

You can edit the start date and time for each route.


Route4Me is route scheduling software that can compare multiple routes side by side simultaneously

You can also merge all selected routes into one. Scroll all the way to the bottom of the screen, the click “Merge These Routes”.


Merge routes into one using Route4Me's side by side comparison

Viewing the Route Matrix


You can get an overview of your routing progress by viewing the route matrices for multiple routes at the same time.

  1. In the “Routes List”, select the routes for which you want to display the matrix (optional);
  2. Click “View”;
  3. Roll your mouse cursor over “Operation Matrix”;
  4. Select “With Routes scheduled for Today” to only display the routes for that day, or “With Selected Routes” to only display the routes in your selection


View your route mix using Route4Me

The destinations in the matrix are color-coded. A legend detailing the color codes is available at the bottom of the screen.


Route4Me is route scheduling software that color codes route status

In the matrix, you're able to see which destinations are visited ahead of schedule (displayed in green), which ones are on schedule (displayed in yellow) and the ones which fell behind schedule (in red). If a route has not yet started, the destinations will be greyed out.


Route4Me is route scheduling software that color codes route status

Hover your mouse cursor over any stop to bring up the details for that stop.


Route4Me is route scheduling software that allows you to get more information about your routes

For additional actions relating to one of the routes in the matrix, click the gear icon or right-click a certain route stop icons, then select your preferred action.


Route4Me is route scheduling software that allows you to get more information about your routes

Merging Multiple Routes at the Same Time


You can merge multiple routes together with Route4Me's “Merge” function, available in the Routes List.

  1. Select the routes you want to merge by checking the corresponding boxes;
  2. Click “File”;
  3. Select “Merge Selected into New Route”.


Create a new route when you merge multiple routes simultaneously

This will bring up a new window.

  1. Type in the departure address for the new merged route;
  2. Click on the correct address in the suggestion list;
  3. Choose whether you want to remove the origin destination addresses in the sub-routes by checking or un-checking the “Remove Sub-Route Origin Addresses” box;
  4. Click “Apply”.


Merged routes can be sequenced using Route4Me

The merged route will appear on top of your Routes List.


Get one unified route through merged routes with Route4Me

Deleting Routes


To delete a route, you need to take the following steps:

  1. In the “Routes List”, check the box next to the route(s) you want to delete;
  2. Click “Edit”;
  3. Select “Remove Routes”


Deleting routes is easy with Route4Me

Alternatively, you can:

  1. Click the gear icon next to a route.
  2. Select “Remove Route”.


Deleting routes is easy with Route4Me

Click “Confirm” when prompted.


Deleting routes is easy with Route4Me

Duplicating Routes


If you need to re-use routes without having to re-plan them, you can duplicate them in the Routes List.

  1. Check the boxes next to the routes you want to duplicate.
  2. Click “File”.
  3. Select “Duplicate”.


Duplicates multiple routes in Route4Me without having to replan

Alternatively, you can duplicate one route a time.

  1. Click the gear icon next to the route you want to duplicate.
  2. Select “Duplicate”.


Duplicate a route one at a time using Route4Me

When you duplicate a route, only the origin address and all the destinations on the route are cloned into the duplicated route. If the route has a user assigned, the duplicated route will be assigned to the same user.

Using the Real-Time Search Engine


Route4Me's real-time search engine provides a powerful solution for helping you find specific information inside your routes. It is accessed through the universal search bar located at the top of the Routes List, Routes Map, Address Book List, Address Book Map, Route Editor, Optimizations and Orders screens.


Route4Me, routing optimization software, has a real-time search engine

The search bar can be used on multiple screens in the software and has different behavior depending on the screen where it is used.


Searching within your Routes List, Routes Map and Optimizations


On the Routes List, Routes Map and Optimizations screens, the search applies to the following fields:

  • Route Name
  • Alias
  • Address (full or truncated)
  • First Name
  • Last Name
  • Email
  • Phone Number
  • Custom Data
  • Route Notes

Using the search bar on any of these screens will only display the routes that contain the requested information in any of the specified fields.


Route4Me, routing optimization software, has a real-time search engine


Searching within your Address Book Contacts and Orders


On the Address Book List, Address Book Map and Orders screens, the search engine searches for data in the following fields:

  • Alias
  • Address
  • First Name
  • Last Name
  • Email
  • Phone Number
  • Custom Data


Route4Me, routing optimization software, has a real-time search engine, allowing you to search through addresses


Searching Within an Individual Route


In your “Route Editor”, the search applies to the following fields:

  • Route Name
  • Alias
  • Address (full or truncated)
  • First Name
  • Last Name
  • Email
  • Phone Number
  • Custom Data
  • Route Notes

When searching inside the route editor, the search engine will:

  1. Display an autocomplete list of addresses that contain the searched information;
  2. Highlight the addresses on the map, by displaying a yellow circle around them.


Search inside an individual route using Route4Me's real-time search engine

For advanced filters and searching options inside the Address Book Map, please visit our article on filtering contacts using search groups.