Step 1: Add A Route
To start your route optimization, you’ll need to create a route by logging on to the web version of the app. Next, you’ll go on the Mapping tab > Routing. From here, you’ll simply click on “Add Route” on the bottom right-hand corner of the page (see orange circle below).
Step 2: Tap On The Pins To Identify The Stops For Your Route
After you have created the name of the route, you will be prompted to:
“Click on up to 23 pins to make your route (or lasso pins with the pencil icon to the right), making sure the last pin is your final destination. Click save in the top left when complete.”
Creating a route has never been easier. Once you’ve clicked on a pin, it will turn green and have a star within the pin itself. If you wish to deselect the pin, simply click it again. Every time you click on a pin, that pin’s contact information will be pulled up so you know exactly who you are adding to your route:
Be sure to pick your final destination as the last pin you tap on
Step 3: Choosing Route Style & Starting Destination
After choosing the pins you want to route to, you have the choice of either optimizing your route or visiting your route in a particular order. An optimized route will find you the fastest route possible between your starting location and all of your pins (with the last pin as the final destination). Whereas, the in order routing is very useful if you have a preset schedule that you must visit your customers in. The order of the route will be given based on the order of when the pins were selected.
Next, you’ll be prompted to pick your starting destination. This can either be your current location or you can use another address as your starting location. You may want to use another starting location in situations such as if you were creating your route from your house but plan to start the route from the hotel you will be staying at the following day.
For this situation, we will choose to optimize the route from my current location (red pin).
Step 4: Visualize Your Route
The map above is what the map of the route would look like if you chose to create one or use an existing one. The picture below gives you a stop by stop order of the route.
This route page also tells you how many miles and time this route will take (top left). If you want instructions to get to each stop, simply click on the blue “Directions” button on the right and it will open up Google Maps. You also have the option of clicking on each stop to edit the contact’s information or dragging and dropping each stop to change the order.
Additional Routing Tips
You can also add a contact to the end of a route directly from the customer’s information page as shown below: