The SingleOps Route Planner will enable you to create a map-based representation of your user's day so that they can plan the most efficient route to visit all locations scheduled for that day.
The first step in using the route planner is to ensure that the desired user is configured to access the route planner within their user profile. You can access the profile by navigating to Admin >> Users, click on the user's name to be modified, and then check the box for ‘Include in Route Planner?’
Be sure and click the blue Update User button at the bottom once you have made your change.
After you have made sure all necessary users have been included in the Route Planner, you are now ready to start creating routes.
To create a route:
- Go to the Route Planner page (the small box truck icon in the left toolbar).
- Click on the green ‘Add Drivers’ button.
- All users that have been included in the route planner will be listed in the box that appears. Click the white button to Include the applicable driver(s) in a new route. The button will change from white to blue, once selected.
- Once you have included all desired drivers, click the blue ‘Add Selected Drivers’ button to apply. NOTE: you can add multiple drivers to the route planner at once.
- All of your selected drivers will now listed in the assignees section.
- To start build a route for a driver, click the lock icon next to the driver you wish to schedule for. You will need to unlock the route each time you make a change. It exists as a safeguard to protect the route from any inadvertent or unintentional additions or deletions. If you attempt to add any item or event to the route while the route is locked, you will receive a red warning message in the lower-right corner of the route planner.
- With the route unlocked, you can now click-and-drag any unscheduled job from the collection in the upper-left and drop it on the intended driver's route bar at the time the job/event should start. By default, the job will initially appear to have a length that has been pre-defined by your administrator in your account's job settings - but you can grab the right handle of the job element and drag it longer or shorter as needed for the time expected to be on-site. Should you later need to move the job, grab it by its left handle and move then starting point to the desired time, then adjust the end time as needed.
- Once added, an icon will be placed on the map to denote the location of the first job.
- NOTE: Since the route planner is map-based, if you are attempting to add a job to the route which does not yet have latitude/longitude coordinates, you will see a warning triangle with a message telling you the job cannot be added to the route planner as it does not have a usable location. You will be prompted to go back to the job and provide a location which can be interpreted by Google maps. Once you have provided the location, saved the job, and updated the route planner, the warning triangle should disappear and you should then be able to drag the job from the unscheduled collection on to the route.
- You can also have the route optimized for you so that it will determine, based on locations, which order your jobs/tasks should be scheduled. You can find more information about optimizing routes here.
- After you've added all your stops for that route/crew for the day, click on the driver's name and the route will be drawn on the map with each stop numbered in order. You can alter the order of the stops should you find that it's more efficient to travel in a certain direction - and provided that you haven't promised any specific time to any client.
NOTE: If you wish to add jobs to the route planner, you must first have created the job. However, you may create tasks for your sales representatives and/or estimators by clicking directly into the route (just as you would on the calendar). You can learn more about creating/adding tasks in the route planner here.
Route Planner on Mobile Devices
Due to the Route Planner's complexity and the small size of most mobile devices, the Route Planner does not work on most cell phones and tablets. However, if the width of a device is 768px and above, the Route Planner will work using both the SingleOps Mobile App and Regular App (accessed through a browser on your device).
To find the exact width of your device, please refer to this website.