Geotab Add-In – Install And Use Route4Me Integration With Geotab
In this guide, you’ll learn how to install the Route4Me Add-In for Geotab and how to open and seamlessly use different Route4Me tools and features directly from your MyGeotab account. Before installing the Route4Me Add-In for Geotab, contact Route4Me support to enable Geotab Integration for your Route4Me account.
Table of Contents
How To Install The Route4Me Add-In On Your Geotab Account
The installation process of the Route4Me Add-In for Geotab requires working with a JSON file to configure the Route4Me Route Planner in your MyGeotab account. Click the button below to open the Route4Me Add-In JSON file.
Next, sign in to your MyGeotab account, click the System Tab (Gear Icon), and select “Settings” from the menu. On the “System Settings” page, click the “Add-Ins” tab.
Then, follow the steps below to install the Route4Me Add-In JSON file:
- Click the “+ Add-In” button.
- In the “Files” tab, upload your JSON or ZIP file. Alternatively, paste the JSON configuration in the “Configuration” tab.
- Click the “Done” button to install the Route4Me Add-In on your MyGeotab account.
The “Configuration” tab enables you to directly copy-and-paste the contents of the Add-In JSON file into Geotab instead of uploading it as a file. You can also use the “Configuration” tab to view the details of your Add-In.
How To Open Route4Me Add-In Pages From The Geotab Web Platform
After installing the Route4Me Add-In for Geotab, you can easily access it from the Add-Ins menu in the sidebar. To do so, click “Add-Ins” (Puzzle Icon), click “Route4Me Route Planner“, and select the preferred feature from the menu. Learn more about the available Route4Me tools and interfaces in the table below.
| Route4Me Feature | Description |
|---|---|
| Plan Route | Open the Route4Me interface for planning new routes directly in Geotab. |
| Routes List | Open the Routes Page where you can filter, find, and manage routes or track route progress. |
| Routes Map | Open the dynamic Routes Map where you can view multiple routes on the map with a dynamic routes timeline, move destinations between routes, manage multiple routes, and more. |
| Address Book | Open the Address Book where you can store and manage hundreds of thousands of addresses and customer locations. |
| Address Book Map | Open the Address Book Map where you can save and manage hundreds of thousands of customer addresses and locations on an interactive map, create Address Territories, Avoidance Zones, and more. |
| Orders | Open the Orders List where you can automatically import orders from CRMs and other systems, sort, process, route, and complete millions of orders. |
| Vehicles | Open the Vehicles List where you can create, coordinate, and manage a fleet of cars, vans, trucks, trailers, semis, heavy equipment, and any other vehicles. |
| Users | Open the Users List where you can create an organized and easily manageable routing team hierarchy of Managers, Route Planners, Dispatchers, Drivers, and other team members. |
| Dashboard | Open the Performance Dashboard where you can compare scheduled destinations to visited addresses, monitor drivers in real-time, check KPI deviations, and more. |
| Support | Contact Route4Me Support to solve an issue with your account, activate additional features, and get answers to any of your questions about Route4Me or its Geotab Add-In. |
How To Use Route4Me Add-In Features In Geotab
The Route4Me Add-In for Geotab gives you access to the most important last mile route planning, team and fleet management, and customer order fulfillment features in Route4Me’s software. For example, you can follow the same steps to plan a route as you would on Route4Me’s Web Platform. Simply input or upload addresses, and Route4Me’s Add-In for Geotab will automatically geocode addresses. The system will plan the most optimal route sequence according to your settings and preferences.
You can also easily dispatch routes directly from Geotab. After planning a route, Geotab’s Route4Me Add-In automatically opens the Route Editor where you can see route and destination details, manage the route, etc. To dispatch a newly-planned or existing route from this screen, simply click the “Assign User” button to dispatch the route to a user and click the “Assign Vehicle” button to dispatch the route to a vehicle on your account.
With Route4Me, you can even dispatch routes automatically via Optimization Profiles or dispatch routes in optimization settings. Once a route is planned, you can also click the “Dispatch” button to dispatch route notifications to customers.
To manage your routes and track route progress, just click “Add-Ins” (Puzzle Icon), then “Route4Me Route Planner“, and select either Routes List or Routes Map. You can easily use the same last mile route management actions and bulk actions as the Route4Me Web Platform on your MyGeotab account.
If you have any questions about Route4Me’s Add-In for Geotab or the Route4Me Web Software, get in touch with Route4Me Customer Support or your Routing Expert.
For detailed route analytics and KPI monitoring, you can open the Routing Dashboard, which shows planned and actual data of routes according to your filters. Specifically, planned values are calculated by the software when planning and optimizing routes. Detected and actual values are those reported by field team members or automatically detected by tools like geofencing or telematics integrations. Click “Add-Ins” (Puzzle Icon), then “Route4Me Route Planner“, and select “Dashboard” from the menu.
Visit Route4Me's Marketplace to Check Out More Add-Ons and Modules:
- Route Optimization
Address Book and Territories Planning
- Operations
Custom Data Add-On
