RouteSavvy User Guide – 7.5 Managing Stops from RouteSavvy Online
Managing Stops from RouteSavvy Online
Open RouteSavvy and go to the Map tab. Here are the buttons to retrieve your Completed Stops and Fixed Locations. This is most often done after the route has been executed and completed in the field and the mobile user has synced. This can be done while the route is still in progress, but keep in mind that only data that has been collected and synced at that point in time will be available.
When you retrieve your Completed Stops, RouteSavvy asks you to select the route stops icon color and shape. This will create a new folder on the Map tab containing the Completed Stops. The items in this folder will delete after 30 days, so if you wish to keep a backup of this information, either move the locations into one of the permanent folders on the Map tab, or you can simply download your Delivery Confirmations and save the PDF files in the location of your choice (hard drive, cloud storage, shared drive, etc.)
Similar to Completed Stops, the Fixed Locations button will ask for you to choose a Route and an icon shape and color. This will create a new folder on the Map tab containing the Fixed Locations. The items in this folder will delete after 30 days, so if you wish to keep a backup of this information, either move the locations into one of the permanent folders on the Map tab, or you can simply download your Delivery Confirmations and save the PDF files in the location of your choice (hard drive, cloud storage, shared drive, etc.)
Delivery Confirmation is available for your Completed Stops and Fixed Locations. If the driver uploaded notes, Photo Proof of Delivery, or Signature Proof of Delivery, this is all available in the Map tab after you save the Completed Stops to a folder. First, click on the Wrench icon next to the Completed Stop you desire. Then click Location Properties.
Once the Location Properties dialog box opens, look for the Delivery Confirmations button in the bottom right-hand corner.
This opens yet another dialog box, allowing you to choose a file name and a save location for your PDF Delivery Confirmation. Once saved, you can open the Delivery Confirmation, print it, or send it to your customer.
Fixed Locations also have PDF Delivery Confirmations which you can generate in the same way as the Completed Stops. First, click on the Wrench icon next to the Fixed Location you desire. Then click Location Properties. Once the Location Properties dialog box opens, look for the Delivery Confirmations button in the bottom right-hand corner. This opens yet another dialog box, allowing you to choose a file name and a save location for your PDF Delivery Confirmation. Once saved, you can open the Delivery Confirmation, print it, or send it to your customer.
Instead of downloading separate PDF Delivery Confirmations for each stop in a route, this can also be done at the Folder level, and this will generate a PDF including all stops in the entire route. Click on the wrench icon or right-click on the specific Completed Stops or Fixed Locations folder. Make sure the click is on the folder level, not on a stop contained within that folder. Then select “Folder Properties”, and click the “Delivery Confirmation” button. This pdf will contain the Delivery Confirmation data for all of the locations/stops in that folder.
Email delivery confirmation. Any email address which you have in the Notes 5 field will be emailed a delivery confirmation when the stop is marked as Complete and saved in the RouteSavvy Mobile App.
To delete routes from a mobile device, select the phone icon on the Map tab, then choose the route and click Delete Route. Note – It is best to delete routes from the project in which they were created.
A Route can also be deleted from a mobile device by navigating to the Route Planner tab, and clicking the Routes drop-down menu and then clicking on the eraser icon. If you hover over the icon it will say “Remove Tracker Route” and then the Route name.
