RouteSavvy User Guide – 7.1 Mobile App
The RouteSavvy mobile app is designed to work in conjunction with the RouteSavvy web application to complete routes, mark stops complete, send automated notifications, capture signature and photo for Proof Of Delivery (POD), GPS tracking and capture of fixed locations.
Android and IOS devices are both supported. If you have questions or issues email support@routesavvy.com
Features & Benefits
Quick setup
Easy to use
Signature and photo capture for Proof Of Delivery (POD)
GPS tracking
Fixed locations capture
Live, real-time email delivery confirmation
Send a planned route from RouteSavvy web application directly to the
mobile device
See current locations and history (up to 1 week of data in the past month)
Compare planned routes to actual routes driven
Mobile app optimized to reduce battery usage
Low cost
Getting Started
Search the Android Play or Apple iTunes Store for RouteSavvy by OnTerra Systems LLC
Example from Google Play for Android devices
Install the RouteSavvy app and open.
You will need to accept the location permissions in order for the RouteSavvy mobile app to work.
You will then need to go into your phone settings using the “Go To Settings” button in the RouteSavvy mobile app.
Once you are in the phone’s settings, touch the option for “Permissions”.
In the Permissions menu, touch “Location” and change the permission to “Allow all the time”.
In the RouteSavvy mobile app Settings, copy the Device ID from each phone, or other data-enabled smart device, that you want to track. You can find the Device ID in the Settings section of the RouteSavvy mobile app. (Look for the “gear” tab on the bottom right)
Open the RouteSavvy web application with your usual web link. After opening RouteSavvy, click the Tracker tab and “Setup Phone for Tracking” with the 5- digit Device ID. Enter a unique Name and select Add.
All Phones will then be shown in the Phone List in the Tracker tab.
Sending a Route to the RouteSavvy Mobile App
Once the phone is set up in the RouteSavvy web application, you can send a route directly to the mobile device. Create a route normally in RouteSavvy, then go to the Directions tab and press the Mobile button.
Scroll to the bottom of the “Send to Mobile” dialog box and select the desired mobile device from the drop down menu.
When you press “Next,” it will send the route directly to the RouteSavvy mobile
app on the selected device, as well as creating the Mobile Route link. You do not
need to send this link to the device, this link is used for navigation without the
RouteSavvy mobile app.
Press the “Close” button, and you are finished with the RouteSavvy web
application portion of sending a route to the mobile device.
PLEASE NOTE! The Note5 Location field has been designated for use of the
email delivery confirmation function. Any email address in the Note5 field will be
emailed a delivery confirmation when the stop is marked as Complete and saved
in the RouteSavvy Mobile App. The delivery email associated with each stop
location can be identified in the RouteSavvy web application when initially
uploading or entering routing location data, before creating and planning the
route and sending it to the mobile device. Additionally, all Notes fields can be
edited from within the mobile app by a user in the field. If an email address has
not been identified when the route is initially sent to the mobile device, the mobile
user can simply enter an email address into the Note5 field at any time before
completing the stop. Be sure to save the stop information after updating the
Note5 field, and be sure that this is done before going through the “Mark Stop
Complete” process.
Using the RouteSavvy Mobile App
When opening the RouteSavvy mobile app, it should open to the Routes tab. If this does not happen, simply navigate to the Routes tab.
PLEASE NOTE! Once a route has been sent to a device, it cannot be deleted
from within the mobile app on the device. This must instead be done within the
RouteSavvy software project itself. If the routes are not deleted after they have
been completed, then the mobile user will see all routes that have ever been sent
to the device. In the example of a driver executing a different route every day,
this would obviously become very cumbersome over time. So it is important to
develop and adhere to workflows that utilize best practices regarding deleting
routes from devices once routes have been completed. If the driver only wants
to see each individual route on the day it is being executed, then the route
planner needs to be sure to delete the route from the device on a daily basis after
route completion. Once the route planner has finalized the route in RouteSavvy
software, the route should then be sent to the mobile device. Once the driver
has completed the route, and is sure that sync is complete, the route planner
should be sure to download the Completed Stops and any Fixed Locations in the
RouteSavvy project as desired, and then delete the route from the device. More
information regarding this process follows. If the mobile user sees multiple
routes that have already been completed in the Routes tab, then it is likely that
the routes are not being deleted after execution as described here.
You may need to refresh the Routes using the Sync icon in the top right corner of the screen. If the correct route is not displayed, press the Routes drop down arrow and select the correct route from the drop down menu. The Current Route is displayed next to the Routes drop down arrow.
Press the Google or Waze App button next to the desired stop in order to use
either of these apps for navigation. This will send the location information to the
respective app and allow live navigation. You can choose to use one app or the
other, or switch back and forth between the Google and Waze apps within the
same route. This is an iterative process that must be done for each stop within
the route once the previous stop has been completed. To begin the route, the
mobile user will be at whatever location they are beginning the route, and they
will select the first stop from the mobile route. Clicking on either the Google or
Waze buttons will load that location as the destination and allow for navigation.
Once that first stop has been completed, the user then loads the next stop in the
mobile route, and similarly clicks on the Google or Waze buttons, and then
navigates to the next destination, and so on. Please note that either of these
navigation apps may send the driver on a different set of turn-by-turn directions
than may have been generated when initially planning the route in RouteSavvy
software. This is not a concern, as the driver will still always end up at the same
destination. This is actually an advantage, as the two apps utilize live, real-time
traffic information and will send the driver on the most efficient route to get to
each stop based on current traffic data at the time the route is being driven.
After the stop is complete, press anywhere in the stop frame (except for the Google or Waze button area) to go to the Location menu, where you can press “Mark Stop Complete”.
On the “Mark Stop Complete” menu, you can choose to “Add Notes” to the location. These notes will upload to the Completed Locations in the RouteSavvy web application. Touch inside the Signature box to add a signature, or touch the Camera icon to add a photo. When you’re done, press the “Save” button. Once a route has been completed, it is important to also be sure to sync by clicking the refresh button on the Route tab. This will ensure that all information collected in the app has been synced with the RouteSavvy software project.
Fixed Locations can be used to capture location information for a stop that may not have initially been planned in the route. To create a new Fixed Location, press the “+” icon at the bottom of the screen to reach the Add Fixed Locations tab. This feature captures the current location of your phone and adds it to the RouteSavvy web application as a Fixed Location. As with a completed stop, you may Add Notes, Add Signature, or Add Photo.
At the end of the day, after the route has been completed, the mobile user should be sure to check the Fixed Locations tab to ensure that all completed stops have been uploaded. If any locations have not uploaded automatically, press the Sync icon to upload them.
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.
Using GPS Location Data in RouteSavvy
Click on the Bullseye icon next to a phone to see current phone position or the Dashed icon to show tracking history.
Click on each Phone to see additional actions. Most actions are self-explanatory, i.e., to change the phone’s current location icon, choose “Phone Properties,” etc. The “Export Phone History as CSV” option will allow you to download a spreadsheet of all GPS data, including the virtual odometer that you can use to evaluate miles driven.
To adjust history (up to 1 week of data in the past month), change the start and end dates. Typically, you will only want to display one day’s data at a time. RouteSavvy Tracker uses activity types to separate the type of tracking. By default, RouteSavvy Tracker only shows “In Vehicle” and “Still” activities. If you want to see movement to and from vehicles etc., select “On Foot”. A red stop icon will be shown if the device is stationary for more than 2 minutes.
Advanced App Settings and Support
The RouteSavvy Tracker mobile app has a number of advanced settings for beta
testing. Most of these should not be adjusted without consulting the RouteSavvy
team.
Send Location to Server – This setting allows you turn of GPS tracking on a
phone for privacy or if the app is not being used, i.e. on weekends. To resume
tracking, just find RouteSavvy mobile app in your list of apps and open.
If you are having issues with the RouteSavvy mobile app, choose the Send Log to Server option in the advanced settings and contact support@routesavvy.com