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.
