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Planner sections

Find Planner sections and what you can do in each of them.

Written by Manuel Sagarra

Planner is organised into 7 sections, all reachable from the left-hand sidebar: Planner, Routes, Stops, Drivers, Customers, Analytics and Project settings.

Planner 📅

Create and edit your schedules here. Open the calendar to find a plan by date, then dive into its map, routes, stops and tasks.

Routes 🛣️

A single, project-wide list of every route across all your plans — status, total stops and creation date — so you can find one route without opening the plan it belongs to first.

Stops 🚩

Every stop loaded into the platform, assigned or not. Filter, customise the columns you see, and export the results.

Drivers 🚗

Everything related to your fleet: vehicles, the Drivers App configuration, proof of delivery requirements, and completed/cancelled stops.

Customers 👥

Configure how you keep customers informed: Email and SMS notifications and the Customers tracking app. Branding for the tracking portal (logo, colours, domain) is managed separately, under Project settings > Brand and Channels > Customer Portal.

Analytics 📈

A summary of your key results, broken down into Planner, Drivers and Customers metrics.

Project settings ⚙️

Project and optimizer configuration, your data schema (vehicles, stops, tasks, custom fields), brand and channels, clients, zones, and user access.

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