Creating a Route

To create a new route, press the ‘New Route’ button.

Input a name for route (at least four characters), give description (optional), and choose color which will be used to display the route on the map and in the timeline.

A route consists of check points that are supposed to be visited. Check points can be added by various means: directly from the map, from geofences, and from moving units.

Adding Check Points

Click on the corresponding icon to add check points using one of the 3 methods:

  • From map/address.
    Either enter address or simply double-click on the map to indicate a place for a check point. The usage of the Address tool was described above. When necessary point is found, add it to the route by clicking Add as check point. Before adding, edit point name (the Address field) if necessary, because it will be impossible later.
  • From geofences.
    If you click on this icon, the list of geofences will be displayed. To the left of a geofence name, you can see its type (circle, line, polygon). Click on geofences to add them as check points. To quickly find a needed one, use the dynamic filter on the top. On the right there is a button to move to a geofence on the map, however, it will be visible only if this geofence is marked to be displayed on the map in the Geofences panel (the similar is with units). If you have more than 100 geofences, they will be divided into pages, and to view them all you will need to use navigation buttons on the bottom of the list.
  • From units.
    A check point may have no fixed coordinates, that is to be a moving unit. In this case, to visit this point will mean to approach within indicated radius. To add a unit as a check point, click on it in the list.

When points are added, you can edit their radius (except geofences) and place them in desired order, remove points or add more if necessary. To change points sequence order, just drag points up and down holding them at blue arrow-shaped icons. Radius for geofences is not specified because their shape and size are taken as they are. And check points cannot be renamed.

Remember that copies of geofences are created in the route, so route check points created from them lose connection with their predecessors completely when the route is created. You can then edit or delete those original geofences, and it will not affect the route in any way. However, units as check points are different as the connection with the unit is always maintained unless the unit is deleted.

When finished, press Save. The route will appear on the list. To see it on the map, click on its name. It is strongly recommended to estimate the result visually and double check all points before proceeding because afterwards, when the route has schedules, it is impossible to edit it.

:!: Attention!
When a route has schedules, it becomes impossible to edit its check points (add, delete, set sequence order). If you need to alter such a route, make a copy of it and make all necessary changes there. Then delete the original route. However, in this case you will have to configure schedules and rounds for this route again.

Route Optimization

Whichever method you choose to add check points to a route, you can afterwards apply the function of optimization to those points. The program will automatically detect the shortest way to visit all the points. The shortest route can be built considering existing roads, or avoiding highways, or by foot, etc. — these additional parameters depend on map provider selected. The default cartographical sources is Google Maps. Though, Google Maps, Yandex Maps, Visicom, and HERE Maps can also be chosen from the dropdown list.

To apply optimization, press the Optimize button. See the route distance before and after optimization below. To restore the initial route, press Cancel near the button of optimization.

To build a route, you can also use specially designed app — Delivery Service, or such tool as Routing.