Route Editor Guide – Open and Manage Planned Routes

Your Route4Me Route Editor is the primary tool for opening, viewing, and managing individual planned routes. In this guide, you can learn how to open routes in the Route Editor, check route metrics and KPIs, manage stops and addresses, customize route map, modify optimization settings, track route progress and stop statuses in real-time, synchronize route changes with mobile driver apps, track the assigned driver and GPS vehicle, activity feed, and more.

Open Routes in Route Editor from Routes List and Routes Map

To open a planned route in the Route Editor, go to your Routes List or Routes Map in the main menu. Next, click on the open icon next to the preferred route. Alternatively, right-click on the route or click on the three-dots menu icon next to the route and then select “Open Route” from the menu. After that, the selected route will automatically open in the Route Editor.

Route Editor Overview – Stops, Map, Progress, Settings, Dashboard

Route4Me’s Route Editor consists of the following main sections:

1. Address and Stops List, where you can open and manage all stops and addresses on the route.
2. Interactive Map, where you can view the route and enable additional map overlays for live traffic, territories, etc.
3. Route Settings Toolbar, where you can change route and optimization settings, dispatch route, assign driver and vehicle, etc.
4. Route Dashboard, where you can check route metrics, progress, and KPIs, vehicle utilization, etc.

Address and Stops List – Open and Manage Route Addresses and Stops

Route Editor Address and Stops List shows all stops on the route and allows you to open and manage stops and addresses. To open the details of a specific stop, simply click on the preferred stop in the list. The stop’s manifest or “Stop Info” menu is split into the respective sections and shows the stop’s Address details, Order information (i.e., Tracking Number, Weight, Revenue, etc.), Customer details (i.e., name, email, phone number, etc.), Time Windows, Visit Details (i.e., planned ETAs, time on site, etc.), Custom Data, and attached Notes with proof of visit and delivery.

To edit a stop, simply click on the preferred stop and then modify or enter the new data or values in the stop’s manifest. Additionally, you can right-click on stops and then change their sequence position, remove stops, etc. Furthermore, you can click on stops on the map to check their details.

Interactive Map – Map Types, Traffic, Weather, Territories, GPS Tracking

Route Editor Interactive Map shows the route’s stops and driving direction between the stops. For your convenience, you can customize your Route Editor Map settings and enable additional map overlays based on your routing and business needs. To do so, click on the “Map Settings” icon in the top left corner of the map.

Next, you can choose between the normal and satellite map types. Moreover, you can enable such additional map overlays as Live Traffic, Weather Conditions, Avoidance Zones, Address Territories, and Geofences. Furthermore, Route Editor Map supports Google Street View, allowing you to view real-life panoramic images of the surrounding around and on the way to route stops.

Dashboard – Route Totals, Real-Time Progress, KPIs, Vehicle Utilization

Route Editor Dashboard shows the route’s metrics, real-time route progress, vehicle utilization, and other dynamic route details. To open the Route Editor Dashboard, click on the opening arrow on the right side of the map. Accordingly, in the “Dashboard” section, you can check the route’s ETAs, stop visitation progress, Time Windows adherence, etc.

Next, in the “General” section, you can check the main route parameters such as the number of stops, total route time, total wait time between Time Windows, service time, and more. Additionally, in the “Vehicle Utilization” section, you can check the current loading capacity of the vehicle assigned to the opened route.

Route Progress – Real-Time Stop Statuses, ETAs, Time Windows

Route4Me automatically updates route progress in your Route Editor in real-time across all connected devices and accounts. For example, when a driver changes the status of the route, marks a route stop as visited, or makes any other updates, all route changes are automatically synchronized and displayed in the Route Editor in real-time. You can use the following visually intuitive tools for tracking route progress in the Route Editor:

1. Address and Stops List shows stops progress, visited, skipped, and failed statuses, estimated arrival times, late arrival times, etc.
2. Route Editor Toolbar shows the route’s status updated by the driver via mobile app, actual route start time, Time Windows, etc.
3. Dashboard shows the number of visited and remaining stops, late visits, planned route end time, etc.

Furthermore, you can check more detailed stop ETAs and actual visitation times. To do so, simply click on the stop and then open the preferred stop manifest section. In the “Time Windows” section, you can check dynamic adherence to the stop’s Time Windows. In the “Visit Details” section, you can check the stop’s Service Time, Planned ETA, Reported Visit Time by the assigned driver, Time on Site, etc. Additionally, you can click on the eye icon to check from what location the assigned driver marked the stop as visited and the respective timestamp.

GPS Tracking – Real-Time Driver and Telematics Vehicle Tracking

Furthermore, you can easily track the driver (user) and the GPS vehicle assigned to the route on the Route Editor Map. To do so, simply click on the “GPS Tracking” icon in the top left corner of the map. After that, Route Editor will show the current location of the user and telematics vehicle assigned to the route. Additionally, the Route Editor will show the user’s and vehicle’s movement from the start to the end of the route as tracking breadcrumbs or GPS dots on the map.

Route Settings – Edit, Update, Re-Optimize, Reschedule Route

Route Editor Toolbar enables you to check the route’s current status and make quick route updates. Specifically, you can reschedule the route, dispatch the route, check dispatched date, re-assign a user and vehicle to the route, etc.

Additionally, you can adjust the route’s primary settings. First, go to “Edit” in the toolbar and then select “Open Route Settings” from the menu. The “General” tab lets you rename and reschedule the route, assign a driver and vehicle to the route, etc.

In the “Optimization” tab, you can adjust the route’s optimization settings, select the preferred route end option, travel mode, etc. The “Restrictions” tab lets you update the route’s directions to avoid highways, toll roads, left or right turns, etc.

Activity Feed – Real-Time Route Events, Activities, Completed Tasks

Route Editor Activity Feed shows a chronologically sorted log of completed activities, tasks, and events on the opened route. To open the Activity Feed, click on the opening arrow on the right side of the map and then click on the Activity Feed icon.

In the Activity Feed, you can check when the driver or user assigned to the route visited and left specific route stops, attached notes and proof of visit, inserted or removed stops, and made any other route updates. Furthermore, you can filter events in the Activity Feed by activity type and route stop.

Web Route Editor and Mobile Driver Apps Real-Time Synchronization

Route4Me delivers seamless real-time route data synchronization between Route4Me’s Mobile Driver Apps and Web Platform Route Editor. In detail, drivers and field team members can use Route4Me’s Mobile Android Route Planner and iOS Route Planner apps to navigate routes, add stop statuses, attach proof of visit and delivery, etc. Route4Me automatically synchronizes route changes made using mobile apps, and you can instantly see route updates in the Web Platform Route Editor in real-time.

Similarly, managers, route planners or dispatchers can use the Web Platform Route Editor to insert or remove route stops, resequence addresses, reschedule routes, and make other route modifications. Accordingly, drivers and field team members will instantly have their routes updated on mobile apps in real-time.