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> View the routes on a map

21 July 2020
Categories
Build routes, Route optimization
Tags

Support > Route optimization > View the routes on a map

  View the routes on a map

You can view your agents’ routes directly on a map by following the steps below:

1
Go to the “Map” tab of the “Organize” module.
2
Select the date on which the appointments were scheduled using the date picker.

Note: When the routes have not yet been optimized, you can click on the blue “Build routes” button.

Carry out actions from the “Map” tab

You have the possibility to carry out actions directly from this “Map” tab:

1
Identify the appointment for which changes need to be made.
2
Click on this appointment to open a window with the details of order.
3
Click on “…” to display a list of actions.

4
Select an action among those proposed:
  • Confirm the appointment ;

  • Reschedule ;

  • Put on hold ;

  • Unplan ;

  • Delete ;

  • Edit customer details (More details) ;

  • Edit order details (More details).

Assign an appointment to another agent from the “Map” tab

You can also assign an appointment to another agent’s routes with drag and drop by following these steps:

1
Identify the appointment to assign to another agent.
2
Click on this appointment and hold the click.
3
Drag this appointment to another route so that the route becomes red.
4
Release (drop) the click.

Note: When you drag an appointment to another route, the route delineation becomes red until you drop the click. The route is automatically re-optimized.

Related articles 🔍

> View the agenda of agents
> Duplicate routes over several days
> Manage unassigned appointments
> Confirm or put on hold an appointment
> Duplicate a route
> Check vehicle occupancy rate
> View the list of orders scheduled between two dates
> View a specific route
> Build routes
Share
    •       

    • Enterprise

      • Privacy Policy
      • Terms of service
    • Product

      • Appointment scheduling
      • Route optimization
      • Field workers tracking
      • Push notifications
      • Service reports
      • Route reporting
      • Online booking site New

      • Pricing
    • Integrations
      • WooCommerce

      • Prestashop

      • Zapier New

      • Google Calendar

    • Solutions

      • Parcel delivery
      • Fresh produce delivery
      • Merchandise delivery
      • Fuel and gas delivery
      • Equipment installation
      • Repair and maintenance
      • Cleaning service
      • Home healthcare
    • Definitions

      • Route optimisation
      • Route optimisation software
      • Route optimization benefits
      • Route planner
      • Transport software
      • Field service management
    • Resources

      • Blog
      • Testimonials
      • Help center
      • API Rest
      • Contact us