What is a Plan?
A plan is a set of stops to be made, such as deliveries, collections, or visits in a given time interval. These stops must be assigned to a plan.
Create a new plan
On the plans page, click on Create a new plan, set the execution date and add your drivers. Once you enter the plan, you will be taken to the Overview panel where you will see a list of the Drivers (vehicles) you have added and a Stops section.
Drivers
A driver is the person who will carry out the stops in a certain order. Although you have already added them, you can add or remove the ones you want.
Create stops
A stop refers to the final section of the process. It is the specific geographical point where the action to be carried out is carried out, such as delivery and logistics, services, or personnel transport, among others.
At this point, you will have several options, to facilitate the creation of your plan. You can create your stop from 0, indicating the name of the stop and the exact location. You can also create your stop from your Client portfolio, indicating in the search engine the name of your clients. Besides, you can also upload your own Excel file with the file of your stops (you will find our template of stops already created).
Both in Drivers and Stops you can see in detail (see details or by double-clicking) and edit all the information you need for your planning.
Optimize your plan
Once you have created a plan and the necessary stops, the Optimize plan button will appear in the upper right corner.
In just a few seconds, the plan will be optimized and you will be able to see your itinerary on the generated map.
Once you have the routes created, you only need to share the routes with your drivers. You will be able to send each route manually or, what we recommend the most, share them through an automatic process using the driver login.