Route Planning
Create and optimize route plans, manage dispatch, scheduling, and import or export data easily in one platform.
How to create a new Route Plan?
Is there a sample file, and what file types can you import?
How to use Contacts to create a Route Plan?
What is a Verified, Need to Review, Not Found, and Duplicate stop?
How to add parcel information to each stop?
Can I specify details for more than one parcel at a stop?
Can I add parcel photos from gallery or do I need to click in real time?
Where do I see the Total stops, Delivered stops, and Skipped stops?
How to Delete Route Plans?
How to use the Route Plans Page?
How do I edit a Route Plan?
How to export the optimized route to an Excel or a CSV file and Print a PDF manifest of the route plan?
Can I generate a route manifest?
How do I change details after the route is optimized and ready to dispatch?
How to share or dispatch the route with your drivers? Can I schedule the dispatch?
How to add a name to the stop?
How to change the start time and end time of the driver if the route plan is optimized?
How to export the Stop Addresses after the route plan is created?
How to Optimize Stops Based on Distance in Upper Route Planning?
How to assign a service time for individual stop/contact?
How to use GPS Coordinates to add stops instead of Addresses?
How to Get GEO Coordinates (Latitude & Longitude)?
How to add Pin color in the import sample file?
How to add tasks to the Upper Route Planner?
How to format addresses for import?
Can't find your address?
How to make changes to your routes?
Download or export route data
How to rename routes?
How to reverse your routes?
How to delete tasks from routes?
How to draw your route manually?
When capacity constraints are exceeded?
How to prepare your spreadsheet for import?
How to manually order and make changes to stops?
How to create a route from contacts?
How to make changes to an optimized route?
How to make changes to a live route?
How to unassign stops or move them between routes?
How to fix an incorrect address?
Why does the route created look incorrect?
Can I manually change planned routes?
Can I plan for more than just one day at a time?
Where can I see the total route distance?
The software gave all the tasks to a few drivers. I want tasks given to all the drivers
Can I import tasks in bulk?
Am I able to drag and drop tasks to different stops on the timeline?
Do you take into account vehicle size restrictions for larger vehicles?
Do you take into account hazardous material restrictions when planning?
Can I assign certain tasks to certain drivers?
I cannot see old routes?
What do different route statuses mean?
Can I create a recurring route?
How can I change time spent on each stop?
Can I change the order of pickups and deliveries?
Can I plan a route now and share it with the driver later?
Does optimize for time vs optimize for distance work?
I don't want the driver's end location to be shown in the route plan. How do I do it?
Can I visualize my contacts and draw a route?
Can I set from and to time windows for my stops?
Can I add multiple time windows for a stop?
Can I specify a driver for a stop beforehand?