Routal

How data flows between Planner, Drivers, Customers, and Supervisors

Joao Lucio

Manuel Sagarra

Basic information that shows you what Routal can do for your company

Welcome to Routal!

Learn the three parts of Routal and how to plan your first route.

Getting started with Routal

Learn how to use the Swimlane view to monitor, manage, and reorganise your daily routes without opening each one individually.

Swimlane view: manage all your routes in a single screen

Learn how to use the parcel management module to assign parcels to stops, confirm collection and verify delivery, with full tracking throughout the route.

Parcel management: full traceability from collection to delivery

Connect Routal with the tools you already use to import stops, message your customers or integrate your systems.

Connectors

Ask about your plans, stops and routes in plain language, without searching each screen.

AI assistant

Find out what you can do in each section of Planner.

Planner sections

Everything you need to know to start creating your planning

What is a plan and how to create it

Find out about the different sections of your account

Interface

These are words you’ll commonly see when you use Routal

Routal Glossary

First steps

What your license includes and the limits of each project.

Know the limits and characteristics of your Routal account

Discover the different units available in Routal and how to modify them.

Units in Routal

Settings & Details

Routal.com

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Welcome to Routal!

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