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Resources for those using Routific's web user interface
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66 articles in this collection
Written by
Suzanne Ma,
Andrew Kwok,
Allison Fang
and 2 others
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
Uploading Data to Routific
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 Settings
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
Stop Settings
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
Route Planning
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
Recurring Routes and Recurring Customers
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
Downloading & Dispatching Routes
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
Mobile Apps for Drivers
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
Driver Tracking & Proof of Delivery
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
Manage Route Projects
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
Customer Notifications & Delivery Tracking
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
Account Information & Support
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