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Resources for those using Routific's web user interface
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58 articles in this collection
Written by
Suzanne Ma,
Dale Williams,
Andrew Kwok
and 2 others
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 this week
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 this week
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 this week
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 this week
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
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 this week
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
Dale Williams
Updated over a week ago
How to Avoid Tolls, Highways, or Ferries
You can ask Google Maps to avoid toll roads, highways, or ferries when navigating between stops.
Written by
Allison Fang
Updated over a week ago
Can I force stop the optimization process once it starts?
No, once you click "Optimize", you cannot force stop the optimization process.
Written by
Allison Fang
Updated this week
Recurring Routes and Recurring Customers
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 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
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 and summary.
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
Driver & Delivery Status Tracking
Live Tracking
Live Tracking allows you to monitor the status of your drivers' deliveries throughout the day.
Written by
Suzanne Ma
Updated over a week ago
Signature Capture
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 Know When Drivers are Late
You want updated ETAs to run a more efficient delivery operation.
Written by
Suzanne Ma
Updated over a week ago
Routific's Mobile App for Drivers
Drivers use the mobile app to see their routes, track delivery completions or skips, leave notes about customers, and collect signatures.
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
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
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
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
Emma Cimolini
Updated over a week ago
Customer Notification Triggers
Customer notifications are automatically sent based on actions taken by dispatchers and drivers.
Written by
Emma Cimolini
Updated over a week ago
Common Issues with Customer Notifications
Troubleshoot common problems you may have with Customer Notifications.
Written by
Emma Cimolini
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
Emma Cimolini
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 your dashboard.
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 this week
Upgrade an Account from a Free Trial
Go to "Upgrade Account" on the top-right of your dashboard.
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 Current Plan and the New Plans?
We changed our pricing plans on March 11, 2019. So what does this mean if you’re on an old plan?
Written by
Emma Cimolini
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