What you’ll do
Create your first route, place orders on it, and dispatch to a driver who fulfills in the Routes Mobile app.
Prerequisites
Route Planner is enabled and visible in the left nav.
At least one driver and one vehicle exist in Settings → Drivers / Vehicles.
Step 1 — Create a route
In Planner, click Add a route (or use the menu → Add a route).
Choose Driver and Vehicle; set Start time, Start location, End location; optionally mark Recurring.
Save. A route code is generated for the driver.
Step 2 — Add or import orders
Bring orders in via ERP sync, Email ingester, CSV upload, or add manually.
New orders appear on Orders and in the Order Queue until scheduled.
Step 3 — Place orders onto the route (Order Queue)
Open Order Queue to see not-yet-scheduled orders.
Drag/drop (or auto-assign) orders to the route. Typical orders include pickup, drop-off, tags, and an Order/PO/B#.
Step 4 — Plan in the view you prefer
Kanban: list of routes
Map: stops and orders on a map
Calendar (beta): stops per truck by day
Use filters for date and route.
Step 5 — Dispatch to the driver
Share the route code with the driver.
Driver opens Routes Mobile, enters the code, and works through stops.
Customers receive in-progress notifications.
Step 6 — Track and measure
Overview: live route status (night before and day-of).
Metrics: performance for drivers and trucks.
What the driver captures (proof of fulfillment)
Pickup/drop-off status, photos, signature, and recipient name—visible from Route Planner.
Troubleshooting
No drivers/vehicles? Add them in Settings → Drivers / Vehicles.
Orders missing from Planner? Confirm they exist on Orders and appear in Order Queue.
Driver can’t see the route? Confirm the route code and that they’re in Routes Mobile.