Create a Route Plan

Creating a route plan allows you to choose the list of customers and specify the order in which they should be visited.

  1. Go to Web App > Navigation Menu > Routes.

    The Assigned Route Plan page appears.

  2. Click the Create Route Plan button.

  3. Enter a name for the route plan, a unique ID for referring to it in subsequent operations, duration, and minimum number of customers to visited.

  4. Click the Add Customer button.
  5. In the pop-up, select customers you want to add to the route and click OK.

  6. Optional: Optimize the route plan. See Optimize Route Plan for details.
  7. Click SAVE.