Tutorial on Route Plans

Route Plans is awesome when you need to visit several customers in a particular area or route. Route Plan module is a multi-stop route planner that you can use to plan your road trip for business. It optimizes your itinerary with multiple destinations, ordering points for the fastest route.
This is the tutorial for Route Plans. It explains creating, assigning, and completing a route plan. The below are the steps involved.

Step 1. Create Route Plan in Web App

This section helps you to create route plans in the web app. This also helps you to assign route plans to employees.
  1. Navigate to Web App from the welcome screen and go to Routes module.
  2. Now you'll see the Route Plans page. Click Create Route Plan button.
  3. The New Route Plan page appears with Google map on the screen. Enter a name for the route plan in the Route Plan Name field. Click Add Customer button on the top right corner to create a route plan.

    Click the link Create Customer from the Web App to create a customer from the web app.

    Click the link Create Customer from the Mobile App to create a customer from the EFFORT Plus mobile app.

  4. Now a pop-up window appears with the list of customers in your organization. Select the customers from the list and click OK to create a route.
  5. You'll see the selected customers on the Google map. Click Optimize Route and select the first customer in the pop-up window to find the shortest and most cost-effective route from the first customer to others.
  6. Now you'll see the optimized route on the Google map. If you are comfortable with the route click Save.
  7. With all customers added to the map, you're ready to start assigning to an employee.You'll see the Route Plans page with the recently created route. Click the assign icon to assign this route to the employees.
  8. A new window opens with the Assign Route Plan page. Select route plan, employee, and date. Click the check box to set the route as a recurring route. Configure recurring route options as shown below.
  9. Now you finished the Route plan creation and ready to get start with the mobile app. The employee receives the notification in his mobile app.

Step 2. Complete a Route Plan in Mobile App

This section helps you to explore the EFFORT Plus mobile app to complete the route plans.
  1. Open the EFFORT Plus app on your mobile. You'll see the number of routes assigned to the employee on the Route plans card. Click on it to carryout the activities.
  2. Now you'll see all the route plans with date. Click the route plan.
  3. You'll see all the customers in the route. Here you can add more customers, reject route, view customers on the map, and sort. Click Add to perform the activity.
  4. Check in to the customer. Tap activity and fill the form.
  5. Now you can view the completed activity under view uploads section. Check out the customer and tap Complete AUF STEEL Visit on the bottom of the screen to complete the activity at the first customer.
  6. You'll see a checkmark at the first customer which indicates that activity is done successfully. Now click the location icon on the next customer card to view the location of the customer. On the location page, you can also get the driving directions from your location.
  7. Repeat steps 3, 4, and 5 in this task to complete the activities for all the customers. After completion of all the customers visit, tap Complete Route on the bottom of the screen to complete the route plan.