Hey there! Let’s talk about Routing! Typically, the routing manager assigns routes the evening before delivery day. Let’s walk through it together.

Click the Routing icon from the sidebar menu.

Choose the date for which you want to route deliveries

Then, select your delivery method. If you work with delivery companies that are third-party, even if they also deliver for other companies, make sure to check it here. Remember, only deliveries scheduled for that day will show up.

At the top, you’ll see some key numbers:

What’s already routed vs. what’s left to route.

All the items being delivered.

How many setups are on the agenda.

And finally, the average projected number of stops for that particular day.

Don't forget to check out the routing notes! These are the delivery-related notes attached to each order; they could be helpful for planning.

Above the map, you’ll see a breakdown of Total trucks, Total stops, and Total pieces

Alright! Now scroll down just a bit — and here it is: the Unrouted Stops section. You’ll notice two options: Add Manual Stop and Auto-assign.

Let’s start with Add Manual Stop. This is great when you need to manually insert an extra stop into your delivery schedule — maybe a last-minute customer or a custom task. Go ahead and click Add Manual Stop.

A pop-up will appear. Here's what to do: Start with the Customer Name

Then, add a phone number. It doesn’t have to be all three, just one: Mobile, Home, or Alternate will do.

Next, Add their Email.

Then, plug in the Address for the stop.

Click the selected location

Scroll down to the Stop Details section: Enter the Estimated Time to Complete — like 30 minutes

For Stop Description, write a quick note about what this stop is for.

If you don’t need your team to take pictures or collect a signature, just toggle off the Require Pictures & Signature option.

Once everything’s good to go, click Add Stop.

Click to expand the list and see all your pending stops.

Now you’ll see the manual stop you just created listed with the rest of your unrouted stops. You’ll spot the one you just added — right there with the other orders.

Want more info? Hit See Order Details.

A pop-up will show the Customer and Delivery Details for that stop. You can also: Edit Order Details if anything needs to change, or Delete Stop using the button just below.

The Delete Stop button also appears just below the See Order Details button.

If you click delete, a confirmation will pop up — just to make sure you really want to remove it.

Alright, that’s how you manually add a stop. Up next, let’s take a look at your two options for assigning those unrouted stops.

Drag & Drop each stop into the truck you want.

Or let the system do the work for you. Click on Auto-assign,

and boom! Your routes are mapped!

Each truck has its own color-coded route: blue for truck 1, green for truck 2, yellow for truck 3, and so on.

Not happy with auto-assign? No problem! Just drag and rearrange the stops to your liking. Easy!

Want more info? Click on See Order Details tile to see:

model number,

quantity,

Fulfillment type,

and installation details.

Need to tweak an order? No worries! Just click Edit Order Details, and you’ll be able to update:

Customer Details: to adjust the phone number, email, or address.

and Delivery Details. If you want to change the order to other dates,

simply choose the delivery method,

and select the date when you want the order to be delivered.

Once you’ve made your updates, just hit Save Changes, and you’re good to go!

The order will now be delivered on the updated date.

Need a cleaner view? Use the Show All Trucks in Routed Stops toggle: Checked to see all routes on the map. Unchecked to hide the routes for a clearer focus.

Each truck has five awesome tools:

Picklist: Print the order details in a picklist format.

Driver link: Copy a link that takes drivers to their routes. (Not an app—just a simple web link!)

Automatically reorder stops, nearest first.

Reverse all stops in a truck.

Prevents accidental changes to the route.

For even more control, check out the Select Action Menu:

By clicking the shortest distance will rearranges the stops, placing the nearest stop first and the furthest stop last.

Print All: Export files in three formats:

Picklist: Shows truck, driver, date, and order details.

Install Only: Exports only install-related stops.

Invoice: Includes invoice details for each order.

See any routing changes made that day.

You can use emergency reschedule for Individual truck or the entire route.

Individual truck will reschedule the specific truck that you choose.

if you click it, a pop up will appear.

You can choose which truck you want to reschedule.

While the Entire route will reschedule all the stops that have been saved to each truck.

Reset route will reset all the stops that have been saved to trucks.

Need more room? No problem! Add Empty Truck to instantly adds another truck to the route list.

Just like in the Unrouted Stops, you can also add a Manual Stop here!

Simply fill in the customer details.

and Stop details

Once you're finished, hit Add Stop.

Notice that now you have a new stop for the truck.

And hey — before you wrap things up, don’t forget one important thing: Assign a driver to your truck. Because it’s not going to deliver itself, right?

Just click Assign Driver.

From the dropdown, select the driver you want.

Got more than one driver handling the route? No problem — you can assign multiple drivers to the same truck.

Once you're all set, hit Save.

And just like that, your truck’s ready to roll

Once you’re happy with your routes, don’t forget to hit save! Otherwise, all your hard work could vanish.

Once routes are saved, drivers receive an email with their route link. This link takes them straight to the Driver’s App— It’s just a simple web page they can access from any browser, or their phone.

Lookin' pretty good, yeah? - Just wait !! Next Up - The Drivers App!