This guide covers everything needed to get started quickly and easily with RouteSavvy, including:

• How to format spreadsheets of customer addresses.
• How to upload spreadsheets to RouteSavvy to create single or multiple routes simultaneously.
• How to dispatch your routes in mere minutes. 
• How to back up your RouteSavvy project.

Formatting Your Spreadsheet
Data formatting is simple with RouteSavvy.  For a sample spreadsheet that shows how to format your data, please download the .CSV or the .XLSX files here.  Your spreadsheet will need to be in one of these two file formats.  Please notice on the sample that the first row is the header row, and each column has a header that tells RouteSavvy how to handle that column. Each row after the header row is one location. 
Good formatting is the easiest way to ensure your experience with RouteSavvy goes smoothly.  

The default fields include Name, Address1, Address2, City, State, Zip, Country, Note, Note2, Note3, Note4, Note5 Full Address, Stop Time Minutes, Folder, Latitude, and Longitude.  

The preferred address format is “Address1, Address2, City, State, Zip, Country“.  Use abbreviations for all addresses, for example, “CT” instead of “Court”, or “AVE” instead of “Avenue” and always use the two-letter abbreviation for the state or province, since RouteSavvy will read and geocode the address more accurately this way.  An address OR latitude and longitude is required to map and route a location.  While an address can often be found with only Address1 and ZIP, always include as much information as is available to avoid any confusion.  

You may use Full Address as a replacement for the segmented address fields Address1 + Address2 + City + State + Zip + Country. For example: “12023 East Arapahoe RD Unit 140, Centennial, CO, 801123815, USA”.  This means that if you have your addresses in separate columns, or if your addresses are in one single column, RouteSavvy can still read it, you do not have to change the format of your spreadsheet. 

Latitude and Longitude should only be used in specialty scenarios where an address is unavailable.  Examples of applications that may require latitude and longitude include utilities maintenance or rural applications where the driver or technician is not being sent to an address.  If addresses are available for your locations, please do not include any Latitude and Longitude in your spreadsheet for RouteSavvy.  

We recommend using Stop Time, which is the number of minutes you expect the driver or technician will need to service each location.  While Stop Time is optional, if you do not enter a stop time, RouteSavvy will only be able to calculate the drive time of the routes, not how long it will take to service them.  To add Stop Time to your spreadsheet, simply use any empty column and type “Stop Time” in the header row. In the Stop Time column, enter the number of minutes you expect the driver or technician will need to service each location.  Stop Time can only be an integer, so use only whole, non-decimal, non-fractional, positive numbers.  This number can vary by location, and you can change it later.  

There are 5 optional notes fields (Note, Note 2, Note 3, Note 4, and Note 5) that can be used for any information you want, such as phone number, email, special instructions, or product number.  These fields should be used to keep helpful information at your driver’s or technician’s fingertips in the field.  The notes fields on a route are typically always visible to the driver in the field; we recommend limiting this information to things that are needed for field operations.

Common Issues:
Many spreadsheets contain empty rows at the top.  Often, these rows are helpful to the person using the spreadsheet, but they will only confuse any software that tries to import your data.

In the case above, you would need to delete the 3 highlighted rows, so that your Header row is Row 1.  You can simply highlight these rows, right-click, and then click “Delete”.  After that, save your spreadsheet and it will be ready to upload, as long as the rest of the formatting is correct.  Lastly, avoid any empty rows in the middle of your spreadsheet, RouteSavvy will read each empty row as a bad address.

If you experience any issues with formatting or uploading your data, please email us at support@routesavvy.com and attach your spreadsheet. We are always happy to take a look, make a few quick changes, and send it right back to you.

There are multiple ways to create a Quick Route. 
The first way is to drag your file into the gray box (1) on the “Welcome to RouteSavvy” dialog box when the RouteSavvy page first opens.  This will begin the data import process.  The second way (2) is to click “Choose File” and browse to the location of your spreadsheet.  Once the spreadsheet is selected, click on the large green “Create Route” button.

You can also create a Quick Route from the Route Planner tab using the “Quick Route” button (3).  This activates the same dialog box with the large “Create Route” button, and it functions exactly the same way.