Quick start: your first route plan¶

Applies to v1.7+ · ~8 min read · Getting started

This takes you through the whole app once — load your vehicles and jobs, optimize, and export a driver manifest. By the end you'll have produced your first route plan.

Before you start

Have two files ready — a vehicles file and a jobs file (CSV or Excel). Don't worry about column names; the app matches them for you.

1. Open the app and start setup¶

Sign in. On the Dashboard, the app opens the Onboarding wizard for first-time setup. You can reopen it anytime from Help → Open onboarding.

2. Import your vehicles¶

On Step 1 · Setup Data, under Fleet, choose Import Vehicles and pick your vehicles file. The app detects the columns — review the mapping.

Set a depot

Give your vehicles a Start location (depot). Without it the optimizer can't tell where drivers begin, and many jobs may come back unassigned.

Confirm the import. You'll see Imported N vehicles, and the Fleet card turns green.

3. Import your jobs¶

Still on Setup Data, under Daily Job File, choose Import Sample Jobs and pick your jobs file. Review the mapping — the assistant can combine separate street, city, and postal columns into one address. Confirm the import.

4. Open Route Planner¶

Continue to Step 2 · Route Planning and select Open Route Planner. Daily planning happens here.

5. Import & validate jobs¶

On Import & Validate Jobs, check that your jobs and vehicles are loaded (e.g. Jobs 500/500, Vehicles 15/15). Review Needs attention for any issues, then Continue to Strategy.

6. Choose a strategy¶

Pick how to optimize:

Strategy	Best when
Minimize Travel Time	you want the least total driving
Minimize Vehicles Used	you want the fewest vehicles that still cover the work
Balanced Workload Among Vehicles	you want time and jobs spread evenly across drivers

Optimization runs automatically. To choose well, see Choosing a strategy.

7. Review the route plan¶

On Review Route Plan you'll see routes created, jobs optimized, travel time, and any unassigned jobs. Use View reasons to see why a job couldn't be placed and what to fix. When it looks right, Continue to Export.

Watch the unassigned count

A high unassigned count usually means a data fix — most often a missing vehicle start location (step 2) or impossible time windows.

8. Export your manifest¶

On Export Manifests, pick an Output package (PDF, Excel, or CSV) and select Export. Save the file — that's your driver manifest for the day. Past exports live under Route Plan History.

You're done¶

You've imported data, optimized, and exported a manifest. From tomorrow you only import the day's jobs — your vehicles and saved mappings carry over. See Daily planning workflow.