Platform Navigation – Route4Me Global Menu Overview
Route4Me’s Global Navigation Menu gives you access to all tools and features in your account. It offers quick access and full visibility into your routing operations, including your dynamic route database, Order Management System, GPS Tracking tools, Route Analytics Dashboard, and more. For convenience, menu items are grouped by function, and the menu’s collapsable layout is designed to maximize screen space in the Route4Me platform. This guide covers each Navigation Menu item and how to access the tools you need to achieve successful last mile operations.
Table of Contents
Route4Me Navigation Menu Overview
Route4Me’s Navigation Menu organizes tools into functional categories, each with a dedicated tab. For example, the “Operations” tab gives you access to the Routes List, Routes Map, Route Optimizations, and other route management tools.
Click the Hamburger icon to open the Navigation Menu. The table below lists each tab and the tools available under them.
Operations – Plan New Routes And Manage Existing Routes And Optimizations
In the “Operations” category, you can plan new routes and access key tools for managing routes in your Route4Me account.
To open the “Operations” category, click the Burger Button, then select “Operations” in the Navigation Menu. From there, you can select “Plan New Route” or explore other options for managing routes, optimization, and more. See the table below for details on available tools in this category.
| Menu Item | Description |
|---|---|
| Plan New Route | Open the route planner interface to plan one or multiple routes – add, upload, or import route addresses, schedule routes, and apply custom route settings or predefined Optimization Profiles. |
| Routes | Open your customizable Routes List to filter, sort, and track routes, customize route data columns, and track route progress. |
| Destinations | Open your Destinations page database to obtain an in-depth analysis of performance metrics, customer trends, and vehicle utilization. |
| Routes Map | Open your interactive multiple Routes Map to view and track multiple routes at once, move destinations between routes, and more. |
| Orders | Open your Orders List to add, import, and manage orders, plan order routes, plan routes with order territories or order groups, track order progress, and more. |
| Optimizations | Open your Optimizations list to view all saved optimizations, each linked to a route and stored with its associated planning parameters. |
| Smart Optimizations | Open your Smart Optimizations list to view and manage routes created using Smart Zones and optimization settings applied to address clusters. |
| Hybrid Route Editor | Open your Hybrid Route Editor to plan routes with scheduled events. |
| Calendar | Open your Routing Calendar to view scheduled routes, recurring addresses, and orders, as well as plan routes based on same-day events. |
Customers – Add And Manage Customer Addresses And Plan Recurring Routes
You can store millions of customer addresses in your Route4Me Address Book List and view them on the interactive Address Book Map. You can also plan recurring routes using customer addresses and Master Route templates.
To access these features, click the Burger Button and select “Customers“. Refer to the table below for more information on the tools accessible through this tab.
| Menu Item | Description |
|---|---|
| Recurring Schedules | Open your Recurring Schedules list to create and manage automatic, recurring routes using Master Route templates. |
| Address Book List | Open your Address Book List to store and manage millions of addresses, plan routes, insert addresses into routes, export or delete addresses, and more. |
| Address Book Map | Open your Address Book Map to store and manage millions of addresses on an interactive map. You can also select addresses to plan and optimize last-mile routes. |
| Customers | Open your Customers page to create and manage fully customizable vendor, business, and customer profiles. |
Analytics – View Route Data And Team Performance Analytics
Route4Me’s business route planner software captures valuable data from all last mile routing activities. Our web software lets you filter, sort, and access this data easily.
To gain insights into team activity and organizational performance, click the Burger Button, then select “Analytics“. More details on the Dashboard, Activity Feed, and Driver Rating survey are in the table below.
| Menu Item | Description |
|---|---|
| Dashboard | Open your route analytics and KPIs Dashboard to collect, sync, and visualize real-time last mile data and statistics from field employees on a centralized control panel. |
| Activity Feed | Open your Activity Feed to view route planning or modification logs, driver arrivals, destination check-ins, note entries, and other activities in one convenient location. |
| Customer Survey | Open your Ratings screen to customize your Customer Satisfaction Survey with your company branding and set preferred notification rules. Route4Me will then automatically collect actionable data on customer satisfaction and service quality. |
| Business Insights | Open your Business Insights dashboard to view detailed, real-time intelligence generated by your field team, vehicle fleet, and routing activities. |
Settings – Adjust Settings For Optimization Profiles, Workflows, Telematics, And More
Route4Me lets you customize settings and create reusable route Optimization Profiles. You can set up mandatory task Workflows for proof of delivery, visit, or service; add Custom Fields to order; configure route Avoidance Zones; and bulk-import telematics vehicles through Telematics Integrations.
To access these options, click the Burger Button and select “Settings“. The table below lists tools in this category.
| Menu Item | Description |
|---|---|
| Facilities | Open your Facilities database to add and manage warehouses, distribution centers, and other physical locations, and link them to team members and vehicles to streamline route planning. |
| Optimization Profiles | Open your Optimization Profiles list to create and manage reusable templates with custom Route Optimization Settings. |
| Customer Notifications | Open your Notification Settings to customize automated SMS and email alerts, schedule them within customer Time Windows, and use placeholders that pull data from Route4Me attributes like order numbers, customers names, and estimated arrival times. |
| Workflows | Open your Workflow Settings page to create and manage mandatory task templates that drivers and field members must complete before marking a destination as “Done“. This helps ensure proof of delivery or service is collected in the Android Route App or iPhone Driver App. |
| Telematics Integrations | Open your Telematics Integrations page to add and manage connections with Telematics Vendors. These connections let you automatically link telematics vehicles, dispatch routes to GPS vehicles, and more. |
| Order Custom Fields | Open your Order Custom Fields page to create custom data fields that can be added to imported or generated orders as unique internal statuses. |
| Avoidance Zones | Open your Avoidance Zones to create and manage custom-shaped areas that can be excluded from route planning. |
Team – Manage Your Last Mile Routing Team And Vehicle Fleet
You can build a structured User Hierarchy with Managers, Route Planners, Dispatchers, Drivers, and other team members – each with default or custom account-level permissions, route visibility, and access to vehicles and drivers, based on your routing needs.
To create and manage users, and add and manage vehicles , click the Burger Button, go to “Team” and select “Users” or “Vehicles” from the menu. See table below for details.
| Menu Item | Description |
|---|---|
| Users | Open your Users List to add users, adjust user permissions and user type, organize your team’s structure, and manage roles like Drivers, Dispatchers, Route Planners, and more. |
| Vehicles | Open your Vehicles List where you can add new vehicles to your fleet, manage vehicle profiles, vehicle permissions, telematics vehicles, and more. |
Account – Open Account Settings, Feature Manager, Subscription, And Stored Data
Open your Account Settings and preferences, along with the Feature Manager to customize your Route4Me account functionality.
To access, click the Burger Button, then select “Account“. For details on all account settings options, see the table below.
| Menu Item | Description |
|---|---|
| Account Settings | Open your Account Settings to adjust your company profile, account preferences, geofencing settings, webhooks, and more. |
| Feature Manager | Open your Feature Manager to customize your account with Route4Me Add-Ons. |
| Subscription | Open your Subscription page to manage your subscription plan and payment method. |
| Data Retention | Open your Data Retention page to view the types of data stored in your account and see when data will be automatically removed at the end of a retention period. |
Security – Open Account Activity And File History, And Access API Key
From “Security“, you can access detailed records of all account activity, including user sign-in timestamps, device usage, file uploads and exports, and more. You can also access your API Key.
To view this section, click the Burger Button, then select “Security“. For more details, refer to the table below.
| Menu Item | Description |
|---|---|
| Sign-In History | Open your Authentical History page to view all sign-in events, including timestamps, devices used, and the email and IP address of both the main user and sub-users. |
| Upload History | Open your Upload History page to view all files uploaded to your account by the main user and sub-users, including timestamps, filenames, associated users, file types, and download options. You can specifically view the upload history for file types such as XLSX, CSV, PDF, JPG, JPEG, GIF, PNG, DOC, DOCX, MP4, M4A, MP3, MOV, AVI. |
| Export History | Open your Team Files page to view all files exported by the main user and all sub-users, including filenames, timestamps, status, and the option to download or delete each file. |
| Notifications History | Open your Notifications History page to view when and how all customer notifications were sent from your account. You can filter notifications by trigger type, notification type, sub-user account, and more. |
| API Key | Access and copy your Route4Me account API Key. |
Account Settings – Open Account Preferences, Geofence Settings, And More
Along with the Navigation Menu, the header enables you to easily sign out or access your Account Settings. Click your Account Avatar in the top-right, then select “Account” or “Sign Out” to log out.
In the Account Settings screen, you can adjust your company profile, account preferences, geofencing settings, and more.
Get Support – Contact Route4Me Support, Access Support Documentation, And More
Route4Me subscriptions offer 24/7 live chat, email and phone support, developer API and SDK documentation, the Route4Me Support Portal, and more to ensure you get the most from your route optimization software.
To access these options, click the Question Mark Icon in the top-right of the header. You can then select “Support Portal” to access helpful documentation, report an issue, or contact support via email, live chat, or phone.
Visit Route4Me's Marketplace to Check out Associated Modules:
- Operations
Custom Data Add-On
- Operations
Advanced Team Management Add-On
About author: Kristian Andreev
