Platform

Routific User Training Manual

This short guide will teach you how to use Routific in 5 easy steps.

Written by Sophie
Updated over a week ago

How to Add Stops in Routific

Add your customers’ delivery addresses in 3 ways. Import a spreadsheet, save Customer Profiles, or add them individually.

Written by Suzanne Ma
Updated over a week ago

Format and Upload Stops as Spreadsheets

Add customers’ delivery addresses quickly by uploading them in spreadsheet format.

Written by Suzanne Ma
Updated over a week ago

How to Add Drivers in Routific

Add your driver profiles one-by-one, or upload a spreadsheet.

Written by Suzanne Ma
Updated over a week ago

Address Formatting & Common Address Issues

What address format works best on Routific, and how to correct address issues.

Written by Suzanne Ma
Updated over a week ago

Help! My addresses look like gibberish!

Special characters in your language aren't showing up properly in Routific.

Written by Andrew Kwok
Updated over a week ago

Driver "Driving Speed"

Drivers' driving speed setting allows you to adjust your ETAs based on how quickly your drivers travel on the road!

Written by Suzanne Ma
Updated over a week ago

How to Plan Driver Breaks

Your drivers need a lunch break. Here's how to factor break time into your route planning.

Written by Suzanne Ma
Updated over a week ago

Driver Capacity and Delivery Loads

Routific can account for both the load of your delivery stops and the capacity of your drivers' vehicles.

Written by Suzanne Ma
Updated over a week ago

Unscheduled Stops

Stops are marked 'unscheduled' when they can't be included in your routes. Learn why, and how to avoid them.

Written by Suzanne Ma
Updated over a week ago

Stop "Time Windows"

If your deliveries have to be completed within specific time range, fill out "time windows" in your stop settings.

Written by Suzanne Ma
Updated over a week ago

Driver and Stop "Types"

Assign certain stops to certain drivers using "type" tags.

Written by Suzanne Ma
Updated over a week ago

Stop "Duration"

A stop duration is how long you spend at each stop. Some businesses call this a "service time."

Written by Suzanne Ma
Updated over a week ago

Use Geographic Coordinates (Latitude Longitude)

Enter lat-long GPS coordinates instead of addresses.

Written by Suzanne Ma
Updated over a week ago

Stop Priority (for Unscheduled Stops)

Sometimes there are stops that are more important than others.

Written by Suzanne Ma
Updated over a week ago

Custom Fields and How to Add Them

Use custom fields to record and share all your customers’ delivery information with your drivers.

Written by Suzanne Ma
Updated over a week ago

Multi Select Tool

Make bulk edits to your routes based on the their location on the map

Written by Suzanne Ma
Updated over a week ago

How to setup driver territories

Assign stops to specific drivers based on their territory using the Multi Select Tool

Written by Suzanne Ma
Updated over a week ago

How to swap routes between drivers

Want to assign an entire route to another driver? Do it in two clicks.

Written by Suzanne Ma
Updated over a week ago

Exploring the Timeline View

If your map is full routes, it might be difficult to see all your stops and drivers.

Written by Suzanne Ma
Updated over a week ago

Project Settings

Adjust your project settings: units, traffic, default duration, default load, overtime, and routing preferences.

Written by Suzanne Ma
Updated over a week ago

Fleet "Capacity" and "Time"

Get a quick overview of your fleet's total utilization.

Written by Suzanne Ma
Updated over a week ago

How to Make Changes to Your Routes

Make manual edits to your routes and stops.

Written by Suzanne Ma
Updated over a week ago

Make Last-Minute Changes to Routes After Dispatch

Make changes to routes that have already been sent to drivers. Live Tracking is required.

Written by Suzanne Ma
Updated over a week ago

How to Reverse a Route

Reverse the order of your stops in one click.

Written by Suzanne Ma
Updated over a week ago

Locking Routes to Prevent Changes

Lock the routes you want to keep the same so that you can re-optimize the remaining routes without changing your locked routes.

Written by Suzanne Ma
Updated over a week ago

How to Make a Route a Round Trip

Set start addresses and end addresses for your drivers to make it a round trip.

Written by Suzanne Ma
Updated over a week ago

How to Distribute Stops More Evenly Across Drivers

You want the work to be more evenly divided across your fleet of drivers. Here are 2 ways to do it.

Written by Suzanne Ma
Updated over a week ago

Make Driver Shift Times Flexible

Allow drivers to start and end later than their set availability.

Written by Suzanne Ma
Updated over a week ago

Routific's Traffic Simulator

Routific's traffic simulator helps you plan for traffic on your route.

Written by Suzanne Ma
Updated over a week ago

How to Route Overnight

Here's how you can run routes through the night, and over multiple days.

Written by Chris Chan
Updated over a week ago

How to Avoid Tolls, Highways, or Ferries

Routific can help you avoid tolls and ferries

Written by Allison Fang
Updated over a week ago

Can I stop or undo an optimization or a dispatched route?

No, once you click "Optimize", you cannot force stop the optimization process.

Written by Allison Fang
Updated over a week ago

How to Easily Plan Recurring Delivery Routes for Certain Days of the Week

If you deliver to roughly the same places on certain days of the week, add them into routes easily using Notes in Customer Profiles.

Written by Suzanne Ma
Updated over a week ago

Save Customers in Routific

Store your customer details and delivery information in Routific with Customer Profiles.

Written by Suzanne Ma
Updated over a week ago

How to Dispatch Routes

Send your routes to your drivers' phones after you're done planning them.

Written by Suzanne Ma
Updated over a week ago

Dispatch Routes to Mobile Tablets

If you prefer, you can email your routes or send your route to a tablet device.

Written by Suzanne Ma
Updated over a week ago

Download and Print Routes

You have the option of downloading your route solution

Written by Suzanne Ma
Updated over a week ago

Why won't my CSV open in Excel?

You've downloaded your route solution or summary, but it's not opening up as a spreadsheet.

Written by Suzanne Ma
Updated over a week ago

Routific's Mobile App for Drivers

Routific has 2 mobile apps for drivers: Routific Driver and Routific Driver Lite. Learn about both apps in the following guide.

Written by Suzanne Ma
Updated over a week ago

Routific Driver vs Routific Driver Lite - What's different?

We have two mobile apps for drivers - which one is right for you?

Written by Suzanne Ma
Updated over a week ago

How to switch between Routific's two different mobile apps for drivers?

Learn about our two different mobile apps for drivers and how to switch from one to the other

Written by Suzanne Ma
Updated over a week ago

Can I plan routes using Routific's mobile apps?

You can't plan routes using Routific's mobile apps. Route planning must be completed on a laptop or desktop computer only.

Written by Suzanne Ma
Updated over a week ago

How is my data/privacy handled in Routific's two mobile apps for drivers?

What kind of information do we collect, and how do we use it?

Written by Suzanne Ma
Updated over a week ago

How Much Data Does the Mobile App Use?

You're using Routific's mobile app. How much data is being used?

Written by Suzanne Ma
Updated over a week ago

What If My Phone Loses Signal While Using the Mobile App?

Actions on the mobile app – confirming delivery or collecting signatures, for example – are stored on the phone and cached.

Written by Suzanne Ma
Updated over a week ago

Live GPS Tracking

Keep track of your drivers while they're on the road, right from your main screen .

Written by Suzanne Ma
Updated over a week ago

Photo + Signature Capture

Capture photos and collect signatures as proof of delivery.

Written by Suzanne Ma
Updated over a week ago

Driver Analytics and Delivery Performance Reports

Analyze your delivery performance with driver reports.

Written by Suzanne Ma
Updated over a week ago

How to Create, Rename, Load, Duplicate, and Delete Routes

Manage your route projects by hovering over the project name, or in All Projects.

Written by Suzanne Ma
Updated over a week ago

What are Customer Notifications?

Automated email and SMS notifications to your customers to keep them updated on the status of their delivery.

Written by Allison Fang
Updated over a week ago

How to Set Up Customer Notifications

How to set your automated customer notifications up in Routific.

Written by Suzanne Ma
Updated over a week ago

How to set up Delivery Tracking Link

Send your customers a link to track their delivery in real time

Written by Suzanne Ma
Updated over a week ago

Customer Notification Triggers

Customer notifications are automatically sent based on actions taken by dispatchers and drivers.

Written by Suzanne Ma
Updated over a week ago

Common Issues with Customer Notifications

Troubleshoot common problems you may have with Customer Notifications.

Written by Suzanne Ma
Updated over a week ago

Managing Email Unsubscribes from Customer Notifications

Some of your customers may not wish to receive email notifications about the status of their delivery.

Written by Suzanne Ma
Updated over a week ago

Re-Ordering Stops with Customer Notifications

With Customer Notifications enabled, drivers must complete stops in the same order they were dispatched.

Written by Allison Fang
Updated over a week ago

Update Your Email or Password

Change your account's login email or password in "My Account" on the bottom-left of Routific's Dispatcher View.

Written by Suzanne Ma
Updated over a week ago

Reset a Lost Password

Forgot or lost your password? Change your Routific password in 3 easy steps.

Written by Suzanne Ma
Updated over a week ago

How to Update Your Credit Card Information

Your credit card payment details can be found in-app under "My Account".

Written by Suzanne Ma
Updated over a week ago

Where to Find Your Billing Invoices and Receipts

Invoices, receipts, and other billing information are sent via email.

Written by Suzanne Ma
Updated over a week ago

Upgrade an Account from a Free Trial

Go to "Upgrade Account" on the top-right of Routific's Dispatcher View.

Written by Suzanne Ma
Updated over a week ago

How to Change Your Routific Subscription or Vehicles

You can change your paid plan. You can also change the number of vehicles subscribed any time (it's pro-rated).

Written by Suzanne Ma
Updated over a week ago

Pricing Plan Update: What’s the Difference between My Retired Plan and the Current Plans?

We changed our pricing plans on March 11, 2019. So what does this mean if you’re on a retired plan?

Written by Suzanne Ma
Updated over a week ago

How to Contact Routific's Support Team

You've encountered a problem with Routific/your routes and need some help from our customer support team.

Written by Suzanne Ma
Updated over a week ago

Cancel Your Routific Account

Cancel your subscription plan.

Written by Suzanne Ma
Updated over a week ago