Territory-Based Route Planning (Planning Routes with Address Territories)

With Route4Me you can create custom territories on the map with the addresses, depots, commercial facilities, warehouses, or any other real-world locations from your synchronized Address Book (List/Map) and then use those territories for optimizing efficient routes. Thus, instead of planning oversized routes and making your workers travel back and forth across the city, you can split your entire service area up into optimally sized territories and assign each employee to the most suitable territory. In this way, you can make sure that you always delegate the right tasks to the right team members, while saving time and fuel, as well as cutting other undesired expenses. Moreover, if your business provides multiple services that require your employees to use different equipment or have different sets of skills, you can create a separate territory for each service you provide and then distribute your resources accordingly.

 

To use territories for planning routes, first, go to “Address Book Map” from the navigation menu.

Territory-Based Route Planning (Planning Routes with Territories)

 

Before planning routes with particular territories, you can display on the map only those addresses that have already been used for planning routes, as well as the addresses that have not been routed. To display on the map only those addresses that have not been used for planning routes, drag the “Address Visibility” toggle in the top right corner of the screen to the “Unrouted” position.

Territory-Based Route Planning (Planning Routes with Territories)

 

To display on the map only those addresses that have already been used for planning routes, drag the “Address Visibility” toggle in the top right corner of the screen to the “Routed” position.

Territory-Based Route Planning (Planning Routes with Territories)

 

To plan route(s) with the addresses in a particular territory, first, right-click on this territory and then select “Plan Route with Territory” from its menu.

Territory-Based Route Planning (Planning Routes with Territories)

 

Alternatively, in the territories list, click on the gear icon next to the territory that you want to use for planning one or multiple routes and then select “Plan Route” from the menu.

Territory-Based Route Planning (Planning Routes with Territories)

 

To plan route(s) with addresses from multiple territories, first, select the territories that you want to use by checking the corresponding boxes.

Territory-Based Route Planning (Planning Routes with Territories)

 

To select all territories in the list, check the corresponding box in the header of the territories list.

Territory-Based Route Planning (Planning Routes with Territories)

 

After selecting the territories that you want to use for planning route(s), first, click on the gear icon in the header of the territories list and then select “Plan Route with Selected” from the menu.

Territory-Based Route Planning (Planning Routes with Territories)

 

Next, go to the “Departure” tab to set up the start address for the route(s):

  1. In the “Find Address” field, you can input a new address from which you want to start the route(s);
  2. Alternatively, you can use one of the selected addresses as the start address for the route(s).

Territory-Based Route Planning (Planning Routes with Territories)

 

In the “Optimization” tab, you can set up how many and what kind of routes you want to plan by selecting one of the following optimization types: Single Driver Route, Multiple Drivers Route, Balanced Team Route, or Disable Optimization.

Territory-Based Route Planning (Planning Routes with Territories)

 

In the “User” tab, you can assign the same user and vehicle to one or multiple routes that you are planning. You can also skip this option and assign different users and vehicles to different routes once those routes are planned (recommended when planning multiple routes).

Territory-Based Route Planning (Planning Routes with Territories)

 

After that, specify the rest of the route’s parameters to your preference and then click on the “Create Route” button.

Territory-Based Route Planning (Planning Routes with Territories)

 

When you plan a single route with all addresses from the selected territories, it is automatically opened in the Route Editor where you can modify it, as well as added to the Routes List with all other routes.

Territory-Based Route Planning (Planning Routes with Territories)

 

Depending on the selected optimization type and defined constraints, the system can plan multiple routes. When multiple routes are planned, then they are automatically opened in the Routes Map where each route is suffixed with its corresponding progression “Part” number next to its original name. To learn how to move stops between planned routes using the timeline in the Routes Map, visit this page.

Territory-Based Route Planning (Planning Routes with Territories)

 

When you plan multiple routes, you can assign different users and vehicles to different routes. To do so, first, click on the gear icon next to a particular route and then select the preferred option from the list. To learn more about all methods of assigning users and vehicles to routes, visit this page.

Territory-Based Route Planning (Planning Routes with Territories)

 

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