How to Use Route Optimisation

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Route optimisation is an extremely powerful tool ensuring your drivers are undertaking their jobs/tasks in the most efficient order as possible. Route Optimisation could be saving you many hours and many kilometres of travel.

Taking the most efficient route will save fuel and time, enabling your drivers to complete more jobs each day and spend less time driving, and use less fuel while doing so.

It is simple to use, simply input the address for each job, press the Optimise Route button and the route optimisation tool will reorder them in the most efficient order. 

Your optimised route run sheet can be exported in CSV, Printable PDF or in Web format.

To use Route Optimisation, follow the simple steps below:


Step 1

From the side menu click Job Management then Route Optimisation.



Step 2

Give your run sheet a name to identify it eg) Steve's Jobs Monday 11 March

Step 3

Select whether you would like to enter in the route details manually, or upload via a CSV file. 

Note: If you select manual you will need to enter each address into the system as in step 6. This method is great if you only have a few jobs to route each day. 

If you select upload via CSV you will need your job addresses listed in CSV format. This method is best when you have your jobs and addresses in another system you can export from. Please Note there is a limit of 10 address per CSV, any more than this and the route will not optimise.

Step 4

If you have selected CSV Upload, follow the instructions in Step 5 below. If you have selected manual upload, go to Step 6.

Ensure your CSV file is set up correctly by downloading the CSV format example here.

Open the example file and replace the sample information with your own addresses, 1 per line and TAB separated. Please take care that your addresses are accurate.

Once you have entered your job addresses into the CSV, upload it by clicking the blue Upload button and selecting your CSV file. 

Your job routes will be processed and optimised with the most efficient route to complete these jobs. Now skip to Step 7.

Step 5

Below the What task must be completed title, enter each job, giving it a name and address and the date the job needs to be completed. 


Press the blue Add new step button to add each new job to your list. 


To add details or notes to each job, click on the Job Details book icon alongside each job.


To delete a job, press the red minus icon on the far right of the job.


Note: You cannot order your jobs by time, the route optimisation tool will optimise for the most efficient route. So, if you have morning jobs and afternoon jobs, do two separate route optimisations for morning and afternoon.  

Step 6

Press the blue Optimise route button to optimise your job routes.


A pop-up box will display the savings made in kms and time by optimising the route.
To apply the optimisation, click the blue Apply Optimisation button. 


Step 8

The routes will be displayed on the map alongside driving directions for each step. 

Click on the blue Export Report button to select the format you would like to export the run sheet - CSV, Printable PDF or in Web format.


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