Platform Navigation – Route4Me Global Menu Overview
Route4Me’s Global Menu enables you to access every tool and feature of your Enterprise Route Planning Software account. Furthermore, the Global Menu provides quick access and complete visibility into all aspects of your routing operations through the dynamic route database, Order Management System, GPS Tracking tools, Route Analytics Dashboard, and much more. For your convenience, items are grouped according to their function, and the menu is fully collapsable to provide more screen real-estate for your organization. In this guide, you can learn about Route4Me’s Global Navigation Menu items and how to access the tools you need to guide your last mile business to success.
Table of Contents
Route4Me Navigation Menu Overview
In detail, the tools of your Route Planning and Optimization Software are divided into categories with corresponding tabs in the Navigation Menu. Each category enables you to access different tools in the software depending on the functionality you need. For example, the “Routes” category enables you to access the Routes List, Routes Map, Route Optimizations, and other tools related to managing routes. To open the Navigation Menu, click the Navigation Menu Hamburger Icon. In the table below, you can find a list of the available tabs in the Navigation Menu and a description of the tools you can access.
Routes – Plan New Routes And Manage Existing Routes And Optimizations
In the “Routes” category, you can plan new routes and access the primary tools for planning and managing routes on your Route4Me account. To open the “Routes” category, click the Burger Button and then select “Routes” from the Navigation Menu. Then, you can select “Plan New Route” to go directly to the route planning page or one of the other options to manage routes, optimization, and more. You can find more details about the “Routes” category in the table below.
| Menu Item | Description |
|---|---|
| Plan New Route | Open the route planner interface to plan one or multiple routes by adding, uploading, or importing route addresses, schedule routes, and set custom route settings or use predefined Optimization Profiles. |
| Routes | Open your dynamic and customizable Routes List database, where you can filter and sort routes, customize route data columns, track route progress, and more. |
| Routes Map | Open your interactive multiple Routes Map, where you can open and view multiple routes simultaneously on the map, move destinations between routes, track multiple routes at the same time, and more. |
| Optimizations | Open your Optimizations list. Route4Me automatically creates a unique optimization that is linked to a route and saves these optimizations with all associated parameters into your Optimizations. |
| Smart Optimizations | Open your Smart Optimizations list. A Smart Optimization is a set of optimization settings and Smart Zones rules applied to imported addresses for planning optimized routes from automatically generated address clusters. |
| Hybrid Route Editor | Open your Hybrid Route Editor, where you can plan routes with scheduled events. |
| Calendar | Open your Routing Calendar, where you can view all scheduled routes, recurring addresses, and orders, as well as plan routes using the events that are scheduled for the same date. |
Orders – Add Orders, Plan Routes With Customer Orders And Track Order Progress
Route4Me’s ERP Order Management and Routing System enables you to automatically import order data from CRMs and other systems, sort, process, route, and complete millions of orders effortlessly. Managers, route planners, sorters, dispatchers, and drivers can use the intuitive Order Management System to complete every part of the order lifecycle, from importing orders to completing pickup and delivery routes, service orders, and collecting proof of service or delivery. To open your Orders List, click the Burger Button and click the “Orders” tab. Then, select “Orders” from the menu.
| Menu Item | Description |
|---|---|
| Orders | Open your Orders List where you can add, import, and create orders, plan order routes, plan routes with order territories, route order groups, track order progress, and more. |
| Orders (V1) | Legacy orders system that is no longer updated. |
Customers – Add And Manage Customer Addresses And Plan Recurring Routes
Moreover, you can store millions of customer addresses on your Route4Me account with the Address Book List and view and interact with these addresses on the interactive Address Book Map. Additionally, you can plan scheduled recurring routes with customer addresses and Master Route templates. To access these features, click the Navigation Menu Burger Icon and select the “Customers” tab. You can learn more about these customer address management options in the table below.
| Menu Item | Description |
|---|---|
| Recurring Schedules | Open your Recurring Schedules list, where you can create and manage automatic regularly repeating route schedules with Master Routes templates. |
| Address Book List | Open your Address Book List, where you can easily store and manage millions of addresses and customer locations, plan routes with customer addresses, insert addresses into routes, export addresses, delete addresses, and more. |
| Address Book Map | Open your Address Book Map, where you easily store and manage millions of addresses and customer locations on an interactive map. Additionally, you can select addresses on the map to plan and optimize last-mile routes. |
Analytics – View Route Data And Team Performance Analytics
All last mile routing activities on Route4Me’s business route planner software generate useful data. Our Web Software enables you to easily filter, sort, and open this data for your convenience. To gather actionable intelligence into the activity of your team members and the performance of your organization, click the Navigation Menu Hamburger Button and then click “Analytics“. You can find more details about the Dashboard, Activity Feed, and Driver Rating survey in the table below.
| Menu Item | Description |
|---|---|
| Dashboard | Open your route analytics and KPIs Dashboard, where you can collect, sync, and visualize actionable last mile intelligence and real-time statistics generated by field employees on a centralized control panel. |
| Activity Feed | Open your account Activity Feed, where you can view logs when routes are planned or modified, when drivers mark destinations as “Arrived” and when they’re detected as arriving at destinations, when notes are added, and many other activities, all in one convenient location. |
| Customer Survey | Open your Ratings screen, where you can customize your Customer Satisfaction Survey to fit your company branding and set up the preferred notification rules. Then, Route4Me will automatically collect such actionable data as customer satisfaction and service quality information from all your customers. |
Settings – Adjust Settings For Optimization Profiles, Workflows, Telematics And More
Additionally, Route4Me enables you to adjust settings and create reusable route Optimization Profiles. Other in-depth settings you can adjust include mandatory task Workflows for collecting proof of delivery, visit, and service, bulk-importing telematics vehicles by establishing Telematics Integrations, adding Custom Fields to orders, configuring route Avoidance Zones, and more. To access these settings, click the Navigation Menu Burger Icon and select “Settings” from the menu.
| Menu Item | Description |
|---|---|
| Optimization Profiles | Open your Optimization Profiles list, where you can create and manage Optimization Profiles which are reusable templates with Route Optimization Settings. |
| Customer Notifications | Open your Notification Settings, where you can adjust automated SMS and email notification settings, schedule notifications to only be sent during customer Time Windows, and use placeholders and variables that retrieve data from particular Route4Me fixed attributes (i.e., order numbers, customers’ names, estimated arrival times, etc.) and automatically insert this data into your notifications. |
| Workflows | Open your Workflow Settings page, where you can set up and manage Workflows which are mandatory task templates with tasks drivers and field members must complete before setting a particular destination status. This enables you to ensure that your drivers and field members collect proof of delivery or service before marking destinations as “Done” on the Android Route App or iPhone Driver App. |
| Telematics Integrations | Open your Telematics Integrations page, where you can add and manage Telematics Connections with Telematics Vendors. With a Telematics connection, you can automatically import and connect telematics vehicles, dispatch routes to GPS vehicles, and more. |
| Order Custom Fields | Open your Order Custom Fields page, where you can create custom data fields that can be added to your imported or generated orders as unique internal statuses. |
| Avoidance Zones | Open your Avoidance Zones, where you can create and manage custom-shaped Avoidance Zones that can be enabled when planning routes. |
Team – Manage Your Last Mile Routing Team And Vehicle Fleet
Furthermore, you can create an organized and easily manageable User Hierarchy of Managers, Route Planners, Dispatchers, Drivers, and other team members. Depending on your specific last mile routing needs and unique business model, each user can have default or customized account-level permissions, route visibility, driver and vehicle access, and more. To create and manage users, click the Burger Button and click the “Team” tab. Then, select “Users” from the menu.
Additionally, you can also add vehicles to your Route4Me account, manage fleet vehicles, assign vehicles to routes, and more. To do so, click the Burger Button, then go to “Team” and “Vehicles” from the Navigation Menu.
| Menu Item | Description |
|---|---|
| Users | Open your Users List where you can add users, adjust user permissions and user type, organize the structure of your organization, and more. In detail, you can manage drivers, dispatchers, route planners, and other user types. |
| 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
Moreover, you can open your Account Settings and preferences from the Navigation Menu, along with the Feature Manager which enables you to customize the functionality of your Route4Me account. To do so, click the Navigation Menu Hamburger Button and then go to “Account“. Additionally, learn more about these account settings options in the table below.
| Menu Item | Description |
|---|---|
| Account Settings | Open your Account Settings, where you can adjust your company profile, account preferences, geofencing settings, webhooks, and more. |
| Feature Manager | Open your Feature Manager, where you can customize your route software solution with Route4Me Add-Ons. |
| Subscription | Open your Subscription page, where you can manage your subscription plan and payment method. |
Security – Open Account Account Activity And File History And Access API Key
To ensure you always have a comprehensive overview of the activity on your Route4Me account, the Enterprise Route Planning Software provides detailed records of all account activity. In detail, you can see user sign-in timestamps, including what device was used, when and what files have been uploaded to or exported from your account, and more. For your convenience, you can also access your API Key from the same section. To open the “Security” section of the Navigation Menu, click the Navigation Menu Burger Icon and click “Security“. You can find more details about the options in the “Security” section in the table below.
| Menu Item | Description |
|---|---|
| Sign-In History | Open your Authentical History page, where you can view all sign-in events on your account by the main user and sub-users, including timestamps, the device used to sign in, and the email and IP address of the respective users. |
| Upload History | Open your Upload History page, where you can view all files uploaded to your account by the main user and all sub-users, including respective timestamps, filenames, associated users, file types, and the option to download the uploaded files. Specifically, view the upload history for the following file types: XLSX, CSV, PDF, JPG, JPEG, GIF, PNG, DOC, DOCX, MP4, M4A, MP3, MOV, AVI. |
| Export History | Open your Team Files page, where you can view all files exported from the system by the main user and all sub-users, including filenames, timestamps, status, and the option to download or delete the respective file. |
| Notifications History | Open your Notifications History page, where you see when and how all customer notifications were sent from your account. You can filter all sent 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
In addition to accessing the Navigation Menu, Route4Me’s global header enables you to easily sign out of your account and access your Account Settings at the touch of a button. To do so, click your Account Avatar in the top-right and select “Account” to open your Account Settings or “Sign Out” to sign out of your account. In detail, the Account Settings screen enables you to adjust your company profile, account preferences, geofencing settings, webhooks, and more.
Get Support – Contact Route4Me Support, Access Support Documentation And More
To provide a seamless user experience and ensure you get the most out of your route optimization software solution, Route4Me subscriptions include 24/7 live chat, email and phone support, developer API and SDK documentation, the Route4Me Support Portal, and more customer support tools. To access these support options, click the Questionmark Icon in the top-right of the Route4Me header. In detail, you can select “Support Portal” to open support documentation corresponding to the page you are currently on, report an issue, and communicate directly with Route4Me support by email, live chat, or phone call.
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Custom Data Add-On
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Advanced Team Management Add-On
