Call Your Customers Directly : Made Easy with ZEO

Call Your Customers Directly : Made Easy with ZEO, Zeo Route Planner
Reading Time: 2 minutes

With Zeo as your route planner, you can contact your customer who receives your end point deliveries. This improves customer satisfaction and adds greater value to your service.

To have the facility to give a one-tap call to your customers, Zeo helps you to add the “Customer details” beforehand, both when stops are manually entered and by the “Edit Route” option after creating the route by: On Ride—->Plus Button.

Even when the route has been created or even when some of the stops have been completed by you, you can still call your customers directly.

But How?

In the optimized route, every stop has a “stack” like icon present just beside the “Navigate” button. When you click on this icon, it will open a set of functions under “Stop Actions”, which includes: Edit Stop and Add Customer Info.

Edit Stop

When you select this function, it will take you to a page, where you can again get an opportunity to edit your stop details and hence can add the “Customer details” by name, phone number, or email address and Save Customer info. You can also import the phone number from your saved contacts on your device.

Add Customer info

This method gives you the facility to save the customer details in a comparatively more straightforward way to provide a quick call to your customer. When you select this option, a box will appear which will ask you the Name, Phone Number, and Email. You can just give the phone number and “Save Customer info”.

Here the magic happens

Following both methods, the number/name saved as the details will appear for that particular stop on the “On Ride” Page. A green-colored calling icon can also be seen. On tapping on this icon, you can directly call your customer.

Shorthand Operations that you can follow

During Manual Entry of stops:
Search and select a stop—>Click on Customer details—>Add details—>Save Customer info

After optimizing/creating the route
On Ride—>Plus Button—>Edit Route—>Select the stop—>Customer Details—>Add the details—->Save Customer info—->Update Stop—>Update & Optimize Route

During the trip
Click on Stack-like icon—>Stop Actions—>Edit Stop—>Customer Details—>Add the details—->Save Customer info
OR
Click on Stack-like icon—>Stop Actions—>Add Customer info—>Add the details—->Save Customer info

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    How to Create Route?

    How do I add stop by typing and searching? Web

    Follow these steps to add a stop by typing and searching:

    • Go to Playground Page. You will find a search box in top left.
    • Type in your desired stop and it will show search results as you type.
    • Select one of the search results to add the stop to list of unassigned stops.

    How do I import stops in bulk from an excel file? Web

    Follow these steps to add stops in bulk using an excel file:

    • Go to Playground Page.
    • In top right corner you will see import icon. Press on that icon & a modal will open.
    • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
    • If you don’t have an existing file, you can download a sample file and input all your data accordingly, then upload it.
    • In the new window, upload your file and match the headers & confirm mappings.
    • Review your confirmed data and add the stop.

    How do I import stops from an image? Mobile

    Follow these steps to add stops in bulk by uploading an image:

    • Go to Zeo Route Planner App and open On Ride page.
    • Bottom bar has 3 icons in left. Press on image icon.
    • Select the image from gallery if you already have one or take a picture if you don’t have existing.
    • Adjust the crop for the selected image & press crop.
    • Zeo will automatically detect the addresses from the image. Press on done and then save & optimize to create route.

    How do I add a stop using Latitude and Longitude? Mobile

    Follow these steps to add stop if you have Latitude & Longitude of the address:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
    • Below search bar, select the “by lat long” option and then enter the latitude and longitude in the search bar.
    • You will see results in the search, select one of them.
    • Select additional options according to your need & click on “Done adding stops”.

    How do I add a using a QR Code? Mobile

    Follow these steps to add stop using QR Code:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • Bottom bar has 3 icons in left. Press on QR code icon.
    • It will open up a QR Code scanner. You can scan normal QR code as well as FedEx QR code and it will automatically detect address.
    • Add the stop to route with any additional options.

    How do I delete a stop? Mobile

    Follow these steps to delete a stop:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • Add some stops using any of the methods & click on save & optimize.
    • From the list of stops that you have, long press on any stop that you want to delete.
    • It will open window asking you to select the stops that you want to remove. Click on Remove button and it will delete the stop from your route.