Platform
Resources for those using Routific's web user interface
By Sophie and 3 others4 authors67 articles
- How to Add Stops in RoutificAdd your customers’ delivery addresses in 3 ways. Import a spreadsheet, save Customer Profiles, or add them individually.
- Format and Upload Stops as SpreadsheetsAdd customers’ delivery addresses quickly by uploading them in spreadsheet format.
- How to Add Drivers in RoutificAdd your driver profiles one-by-one, or upload a spreadsheet.
- Address Formatting & Common Address IssuesWhat address format works best on Routific, and how to correct address issues.
- Help! My addresses look like gibberish!Special characters in your language aren't showing up properly in Routific.
- Driver "Driving Speed"Drivers' driving speed setting allows you to adjust your ETAs based on how quickly your drivers travel on the road!
- How to Plan Driver BreaksYour drivers need a lunch break. Here's how to factor break time into your route planning.
- Driver Capacity and Delivery LoadsRoutific can account for both the load of your delivery stops and the capacity of your drivers' vehicles.
- Unscheduled StopsStops are marked 'unscheduled' when they can't be included in your routes. Learn why, and how to avoid them.
- Stop "Time Windows"If your deliveries have to be completed within specific time range, fill out "time windows" in your stop settings.
- Driver and Stop "Types"Assign certain stops to certain drivers using "type" tags.
- Stop "Duration"A stop duration is how long you spend at each stop. Some businesses call this a "service time."
- Use Geographic Coordinates (Latitude Longitude)Enter lat-long GPS coordinates instead of addresses.
- Stop Priority (for Unscheduled Stops)Sometimes there are stops that are more important than others.
- Custom Fields and How to Add ThemUse custom fields to record and share all your customers’ delivery information with your drivers.
- Multi Select ToolMake bulk edits to your routes based on the their location on the map
- How to setup driver territoriesAssign stops to specific drivers based on their territory using the Multi Select Tool
- How to swap routes between driversWant to assign an entire route to another driver? Do it in two clicks.
- Exploring the Timeline ViewIf your map is full routes, it might be difficult to see all your stops and drivers.
- Project SettingsAdjust your project settings: units, traffic, default duration, default load, overtime, and routing preferences.
- Fleet "Capacity" and "Time"Get a quick overview of your fleet's total utilization.
- How to Make Changes to Your RoutesMake manual edits to your routes and stops.
- Make Last-Minute Changes to Routes After DispatchMake changes to routes that have already been sent to drivers. Live Tracking is required.
- How to Reverse a RouteReverse the order of your stops in one click.
- Locking Routes to Prevent ChangesLock the routes you want to keep the same so that you can re-optimize the remaining routes without changing your locked routes.
- How to Make a Route a Round TripSet start addresses and end addresses for your drivers to make it a round trip.
- How to Distribute Stops More Evenly Across DriversYou want the work to be more evenly divided across your fleet of drivers. Here are 2 ways to do it.
- Make Driver Shift Times FlexibleAllow drivers to start and end later than their set availability.
- Routific's Traffic SimulatorRoutific's traffic simulator helps you plan for traffic on your route.
- How to Route OvernightHere's how you can run routes through the night, and over multiple days.
- How to Avoid Tolls, Highways, or FerriesRoutific can help you avoid tolls and ferries
- Can I stop or undo an optimization or a dispatched route?No, once you click "Optimize", you cannot force stop the optimization process.
- How to Easily Plan Recurring Delivery Routes for Certain Days of the WeekIf you deliver to roughly the same places on certain days of the week, add them into routes easily using Notes in Customer Profiles.
- Save Customers in RoutificStore your customer details and delivery information in Routific with Customer Profiles.
- How to Dispatch RoutesSend your routes to your drivers' phones after you're done planning them.
- Dispatch Routes to Mobile TabletsIf you prefer, you can email your routes or send your route to a tablet device.
- Download and Print RoutesYou have the option of downloading your route solution
- 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.
- Routific's Mobile App for DriversRoutific has 2 mobile apps for drivers: Routific Driver and Routific Driver Lite. Learn about both apps in the following guide.
- Routific Driver vs Routific Driver Lite - What's different?We have two mobile apps for drivers - which one is right for you?
- 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
- 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.
- 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?
- How Much Data Does the Mobile App Use?You're using Routific's mobile app. How much data is being used?
- 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.
- What are Customer Notifications?Automated email and SMS notifications to your customers to keep them updated on the status of their delivery.
- How to Set Up Customer NotificationsHow to set your automated customer notifications up in Routific.
- How to set up Delivery TrackerSend your customers a link to track their delivery in real time
- Customer Notification TriggersCustomer notifications are automatically sent based on actions taken by dispatchers and drivers.
- Common Issues with Customer NotificationsTroubleshoot common problems you may have with Customer Notifications.
- Managing Email Unsubscribes from Customer NotificationsSome of your customers may not wish to receive email notifications about the status of their delivery.
- Re-Ordering Stops with Customer NotificationsWith Customer Notifications enabled, drivers must complete stops in the same order they were dispatched.
- To which countries can Routific send SMS delivery notifications?See if your country qualifies for our Customer Notifications service
- Update Your Email or PasswordChange your account's login email or password in "My Account" on the bottom-left of Routific's Dispatcher View.
- Reset a Lost PasswordForgot or lost your password? Change your Routific password in 3 easy steps.
- How to Update Your Credit Card InformationYour credit card payment details can be found in-app under "My Account".
- Where to Find Your Billing Invoices and ReceiptsInvoices, receipts, and other billing information are sent via email.
- Upgrade an Account from a Free TrialGo to "Upgrade Account" on the top-right of Routific's Dispatcher View.
- How to Change Your Routific Subscription or VehiclesYou can change your paid plan. You can also change the number of vehicles subscribed any time (it's pro-rated).
- How to Contact Routific's Support TeamYou've encountered a problem with Routific/your routes and need some help from our customer support team.
- Cancel Your Routific AccountCancel your subscription plan.