How to Plan a Route

Caroline Hassett -

Let's get you started with your first route!

You have 3 options for getting your data into SmartRoutes:

  1. Manual upload
  2. Spreadsheet upload
  3. Integration with third party

Once you have added your delivery information you will be presented with the following screen. You’ll see your list of stops on the left side navigation menu.

From here you can click ‘Generate Routes’ (shown above).

You will see below on the bottom of your screen each route that has been created, how long has been given for each stop, what vehicles are assigned to the route (s) and so on.

As shown in the image above, you can send your routes to your drivers' phones!

How to Find and Update your Draft Route

To find your draft route, click on the date of the plan on the calendar on the left. A list of routes planned for that day will appear. Click ‘Open Plan’ to proceed.

From here, you can:

  • Add or delete stops
  • Add time windows
  • Adjust stop times
  • Manage vehicles
  • and more!

Once you have made your changes, click ‘Re-optimize’ to generate the updated route.

💡
If you need to edit routes that have already been dispatched to drivers, visit this guide: Make Changes to Already Dispatched Routes.

Happy Routing!

Didn’t answer your question?

You can see our other guides here or contact support at support@smartroutes.io.

Was this guide helpful?
Yes
No

Thanks for your feedback. It is greatly appreciated