General Product Information
How to add the linked delivery while importing stops?
To create a route with pickup and linked deliveries while importing stops, follow these steps:
1. Prepare the spreadsheet to import. You can use the Test Sample provided on the import page to populate the stops.
2. For each stop where you have a pickup with associated delivery, specify its Stop type as Pickup clearly.
3. Insert a new column titled Linked Deliveries in your Excel sheet. In this column, enter the address you want to link to the corresponding pickup.
Once these two columns are populated with the necessary data, Zeo Route Planner will automatically create the linked pickup stops for you.
Are there any limitations on the number of stop failure reasons I can select?
Yes, you can select up to 20 reasons in total, including both default and custom reasons. If you try to exceed this limit, an error message will be displayed.
Can I modify the default stop failure reasons provided by Zeo?
You can select or deselect the default reasons, but you cannot edit or delete them. Default reasons will remain visible in the list even if they are deselected.
What is the Custom Stop Failed Reasons
1. The Custom Stop Failed Reasons feature allows users to customize reasons for failed deliveries or pickups by selecting from default reasons provided by Zeo, adding their own custom reasons (up to 35 characters long), and managing these reasons to fit specific industry needs or team terminology.
2. You can access and manage this feature by navigating to the Preferences section within Zeo and selecting the “”Stop Failed Reasons”” option. Click on “”Enable””.
3. Users can add custom reasons by typing them into the input field and pressing Enter, delete any custom reason by clicking the cross (X) button next to it, and select up to 20 reasons in total.
4. Default reasons can be selected or deselected but not edited or deleted. If needed, you can reset to the default reasons by clicking the “”Set to Default”” button.
5. At least one reason must be selected to save changes. If errors occur while adding reasons, ensure the custom reason does not exceed 35 characters and that the limit of 20 reasons has not been exceeded.
6. Custom and selected reasons will be visible on the playground page, in reports, and to drivers. Changes can be modified or reverted to default at any time. If issues persist, contact Zeo support for assistance.
How to share the live location of driver with customers via email,whatsapp or other app?
1. Go to the dashboard and select appropriate date on the calendar on top left corner. Now your route will be visible on screen.
2. Select the copy live location option right next to every stop in the route.
3. Now you can share the copied link to any person on any platform.
If a client adds instructions for the driver, where do those instructions go?
If a client wants to add instruction for the driver, they can do so in the live-location tracking page. They can track the position of the driver through this link and get a tentative idea as to how long it will take for the driver to reach them. This link consists of a space where they can add instructions to the driver along with the contact details of the driver. These instructions will be visible to the driver on the same place as stop details. So in this way, the client can add instructions to the driver.
How to bulk import stops in favourites.?
Favourites stops are the stops which you use more frequently than the rest of the stops in forming a route.
To know how to add stops from favourites in a route, refer:
How to add stops in a route from favourites To add stops as favorites, follow below steps:
1. Prepare Your Spreadsheet: You can access the Sample file from the “”uploads”” page to understand what all details Zeo will be requiring for the route optimisation. Out of all the details, Address is marked as mandatory field. mandatory details are the details that has to be filled necessarily to implement route optimisation.
Apart from these details, Zeo lets the user enter the following details:
- a. Address(Mandatory): This is the proper address which will taken as a stop in the route. You need to specify the entire address here.
- b. Pincode, Area Code(Optional): These field helps in making the route navigation convenient and effective.
- c. Latitude and Longitude of the stop: (Optional)These details help to track the position of the stop on the globe and improve the route optimisation process. These will be automatically generated once a stop address is added.
- d. Duration:(Optional) if certain wait time has to be defined for thee stop, You can use this entry. Note that we take time in 24 hour format.
- e. Customer details like Customer Name, Phone Number, Email-id. Phone number has to be provided without the country code.
- f. Nick Name(Optional): You can provide a nickname to the address you are marking a favourite for the ease of finding in the list of favourites.
2. Access the Import Feature: This option is available on the Settings, select favourites->upload favourites. You can upload the input file from system, google drive and you can manually add the stops also. In the manual option, you follow the same procedure but instead of creating a separate file and uploading, zeo benefits you in entering the all necessary stop details there itself.
3. Select Your Spreadsheet: Click on the import option and select the spreadsheet file from your device. The file format can be CSV, XLS, XLSX, TSV, .TXT .KML.
4.Map Your Data: you’ll need to match the columns in your spreadsheet to the appropriate fields in Zeo, such as address, customer name, contact number etc.
5. Review and Confirm: Before finalizing the import, review the information to ensure everything is correct. You may have the opportunity to edit or adjust any details as needed.
6. Complete the Import: Once everything is verified, complete the import process. Your stops will be added to your favourites list within Zeo.
How to customize the share location message?
Customizing the share location message is essential since every company will have different ways of addressing their customers to differentiate themselves from the rest of the competitors and develop a better connection with the customer.
To do this, follow below steps:
1. Go to the Profile Section and select setting.
2. Select the Branding option and scroll to the bottom of the page.
3. You will see the “Customise share location message” text area. Tap on it, change the message text and & click on update button on top right corner. You can also input multiple other customizations for the shareable link message that are given below:
- a. Upload logo: In this field you can upload the image which you want to be present on the top left corner of the driver location tracking page.
- b. Sharable link Photo: In this field you upload an image which while sharing your live link with customers, will be prominently visible.
- c. Customized brand name and colour: In this field, you provide the name of the company also with the colour for the palette theme of the location tracking page.
Please note that within the location tracking link page, an option to call the driver will also be present. If you don’t want the customer to call driver, you can disable the Customer calling feature. To know how to do it, refer How to stop customers to contact the drivers who are on-route to deliver their parcel
4. From now on, whenever you send a location update message, your new custom message will be sent to the customer.”
In which countries and languages is Zeo fleet available?
Zeo Route Planner is a cutting-edge route optimization platform tailored for fleet managers. Its primary mission is to streamline the process of organizing and managing delivery routes, thereby reducing the distance and time required to complete a series of stops. By optimizing routes, Zeo aims to enhance efficiency, save time, and potentially lower operational costs for both individual drivers and delivery companies.
- Bulk Address Import and Optimization: Fleet managers can upload a list of addresses or import them via an API, after which Zeo auto-assigns and optimizes the stops for drivers, focusing on minimizing service time or optimizing based on other criteria like load or vehicle capacity.
- Integration Capabilities: Zeo integrates seamlessly with platforms like Shopify, WooCommerce, and Zapier, streamlining the management of orders and enhancing operational efficiency.
- Live Location Tracking for Owners and Customers: Both fleet managers and customers benefit from the ability to track drivers’ live locations, ensuring all parties are updated in real time about the progress of deliveries.
- Skill-Based Assignment: The platform can assign stops based on the specific skills of drivers, making it ideal for service-oriented businesses in addition to delivery operations.
- Automatic Route Creation: With advanced algorithms, Zeo automatically creates and optimizes routes based on the imported or inputted addresses, simplifying the route planning process.
- Proof of Delivery for Fleet: Similar to the individual driver app, the fleet platform supports proof of delivery, ensuring consistency and reliability across all deliveries. Zeo also provides a report with the POD assets
How frequently is the Zeo fleet platform updated?
The Zeo Route Planner fleet platform is updated regularly to ensure they remain current with the latest technology, features, and improvements. Updates are typically rolled out periodically, with the frequency depending on the nature of the enhancements and user feedback.
What are the major features of route optimization through Zeo Fleet Platform?
Zeo Fleet Platform is an innovative route optimization platform, designed with the specific needs of delivery drivers and fleet managers in mind, to streamline and enhance the efficiency of their delivery operations. Here’s a closer look at how Zeo works, with a focus on the features you’re interested in:
- Comprehensive Integration: The platform seamlessly integrates with Shopify, WooCommerce, and Zapier, automating the import and management of orders and optimizing operational workflows.
- Live Location Tracking: Fleet managers, as well as customers, can track the live location of drivers, offering enhanced visibility and communication throughout the delivery process.
- Automatic Route Creation and Optimization: With the ability to upload addresses in bulk or via API, the platform automatically assigns and optimizes routes, considering factors like overall service time, load, or vehicle capacity.
- Skill-Based Assignment: Tailoring to the diverse needs of service and delivery operations, stops can be assigned based on specific driver skills, ensuring the right person handles each task.
- Proof of Delivery for All: Similar to the individual driver app, the fleet platform also supports proof of delivery, aligning both systems for a unified and efficient operational approach.
Zeo Route Planner stands out by offering fleet managers a dynamic and flexible solution for managing delivery routes. With features like live location tracking, comprehensive integration capabilities, automatic route optimization, and proof of delivery, Zeo aims to not just meet but exceed the operational requirements of modern delivery services, making it an invaluable tool in reducing costs and enhancing delivery efficiency.
In which countries and languages is Zeo Route Planner available?
Zeo Fleet is used by more than 300000 drivers in over 150 countries. Alongwith this, Zeo does support multiple languages. Currently Zeo Fleet Planner supports more than 100 languages and is planning expand for more languages as well.
To change language, follow the below steps:
- Login to the dashboard of zeo fleet platform.
- Click on user icon present in bottom left corner. Navigate to preferences and click on language and select required language from the drop down menu.
The list of languages presented includes:
- English – en
- Spanish (Español) – es
- Italian (Italiano) – it
- French (Français) – fr
- German (Deutsche) – de
- Portuguese (Português) – pt
- Melay (Bahasa Melayu) – ms
- Arabic (عربي) – ar
- Bahasa Indonesia – in
- Chinese (Simplified) (简体中文) – cn
- Chinese (Traditional) (中國傳統的) – tw
- Japanese (日本人) – ja
- Turkish (Türk) – tr
- Philippines (Philipino) – fil
- Kannada (ಕನ್ನಡ) – kn
- Malayalam (മലയാളം) – ml
- Tamil (തമിഴ്) – ta
- Hindi (हिन्दी) – hi
- Bengali (বাংলা) – bn
- Korean (한국인) – ko
- Greek (Ελληνικά) – el
- Hebrew (עִברִית) – iw
- Polish (Polskie) – pl
- Russian (русский) – ru
- Romanian (Română) – ro
- Dutch (Nederlands) – nl
- Norwegian (norsk) – nn
- Icelandic (Íslenska) – is
- Danish (dansk) – da
- Swedish (svenska) – sv
- Finnish (Suomalainen) – fi
- Maltese (Malti) – mt
- Slovenian (Slovenščina) – sl
- Estonian (Eestlane) – et
- Lithuanian (Lietuvis) – lt
- Slovak (Slovák) – sk
- Latvian (Latvietis) – lv
- Hungarian (Magyar) – hu
- Croatian (Hrvatski) – hr
- Bulgarian (български) – bg
- Thai (ไทย) – th
- Serbian (Српски) – sr
- Bosnian (Bosanski) – bs
- Afrikaans (Afrikaans) – af
- Albanian (Shqiptare) – sq
- Ukrainian (Український) – uk
- Vietnamese (Tiếng Việt) – vi
- Georgian (ქართველი) – ka”
How to download the trip report?
Method 1:
- In order to download the route report for a particular route, Go to the dashboard, here the user can see his route
- click on these three dots option visibl
- A new pop up will appear with multiple options, Click on download option and then select the format of the file in which you would like the report in.
- You can get data in 3 formats, excel, csv and pd
- Select any of the thre
- The file will be downloaded and sent on registered Email-Id User will be able to see the report.
Method 2:
- Go to the route tab from taskbar, Search for the route either by manually scrolling or with the help of route titl
- Once found, click on the three dots right next to route Click on download option and then select the format of the file in which you would like the report in.
- You can get data in 3 formats, excel, csv and pd
- Select any of the thre
- The file will be downloaded and sent on registered Email-Id You will be able to see the report.
How to get API token?
You can contact the customer care to get the API key. To contact customer care, do the following:
- Login to the dashboard, navigate to the chat with us option, click on it and then you will see a pop-up menu where you can type your message
- User can ask for the API key and the customer support team will typically get back to you within 30 minutes.
How to mention that the driver has certain skill set on Zeo platform?
General Product Information
How to reassign route to another driver?
- To reassign route to another driver, navigate to dashboard, User can see their route
- Click on the three dots option, a pop up will appear consisting of multiple options.
- Then click on Re assign driver option, all the drivers available to the user will be visible to him now.
- click on the new driver and select assign. The new driver will be assigned for the route
How to buy seats for a driver?
- Navigate to plants and payments in taskbar, click on buy more seats and then a new menu will appear.
- Add the required number of drivers here and then select the required plan
- Zeo offers 3 plans for the customers on the fleet platform, A monthly plan, A quarterly plan and an yearly plan. Each plan has different cost and duration.
- Then user can enter the card details and secure for payment.
- Once the transaction is complete, the driver seats will be added to the user’s account.
Can I get a daily analysis report which can provide details about all the routes and their status for a specific day?
Yes, you can download the daily report at Zeo to get a daily analysis report which can provide details about all the routes and their status for the day.
Follow the below steps:
- In order to download the daily report, log into the dashboard, navigate to this user icon and select preferences.
- Navigate to the option of daily report and select the day for which you would like the daily report, click on okay.
- Click on get report, and this will download the report for you and send it to your email.
How to edit vehicle details?
- Navigate to the Settings section of the fleet platform. The Vehicles option is available in the settings.
- From there, you can add, edit and delete all the vehicles available To edit the vehicle, click on the Vehicle
- Vehicle data change is possible by providing the below vehicle details:
- Vehicle Name:(Mandatory) This helps in identifying the correct vehicle at the time of assigning the vehicle to the driver for a route, If you have two cars, you can easily differentiate two cars on the basis of their names.
- Vehicle Type-Car/Truck/Bike/Scooter (Optional): This also helps at the time of assigning the vehicle to the driver for a route For a small parcel delivery, you would not wish to assign a truck. This is also useful when the route planner will witness routes having some restrictions on the basis of vehicle type So if you specify vehicle type, The route planner will be able to account for that and create a suitable route for that.
- Vehicle Number: (Optional) This helps in identifying the correct vehicle at the time of assigning the vehicle to the driver for a route, If you have many cars, you can easily differentiate two cars on the basis of their number.
- Maximum Capacity of vehicle: (Optional)Total mass/weight in kg/lbs of goods that the vehicle can carry. This is essential to understand how many parcels can be carried by the Vehicle. Please note that this feature will work only when individual parcel’s capacity is mentioned, stops will be optimised accordingly.
- Maximum Volume of vehicle: (Optional)Total volume in cubic metre of the Vehicle This is useful to understand how many parcels can fit in the Vehicle Please note that this feature will work only when individual parcel’s volume is mentioned, stops will be optimised accordingly.
- Maximum Distance the vehicle can travel: (Optional)The maximum distance the vehicle can travel on a full fuel tank, this helps in getting a rough idea of the mileage of the vehicle and affordability on the route
- Monthly cost of using the vehicle: (Optional)This refers to the fixed cost of operating the vehicle on monthly basis.
- Margin Capacity: (Optional)The capacity in % of the total capacity that can be successfully utilised for parcel placement within the Vehicle
- Margin Volume:(Optional)The volume in % of the total volume that can be successfully utilised for parcel placement within the Vehicle
These settings will help in optimizing routes based on your fleet’s capabilities and requirements.
How to edit skills?
- Go to the dashboard, navigate to the users icon, click on preferences.
- Navigate to skills, click on the skill you wish to edit and then you can edit the skill.
- It will get updated to the list of skills and this you can allot to your drivers.
How to import store details?
Prepare Your Spreadsheet: You can access the Sample file from the import store page to understand what all details Zeo will be requiring for the route optimisation. Out of all the details, Address is marked as mandatory field mandatory details are the details that have to be filled necessarily to implement route optimisation.
Apart from these details, Zeo lets the user enter the following details:
- Address(Mandatory): This is the proper address which will taken as a stop in the route You need to specify the entire address here.
- City, State, Country(Optional): These field helps in making the route navigation convenient and effective
- Pincode, Area Code(Optional): These field helps in making the route navigation more accurate.
- Latitude and Longitude of the stop: These details help to track the position of the stop on the globe and improve the route optimisation process.
- Location Name(Optional): This is a nickname which you can provide which will be used when you will add a driver and choose a store from an entire list for the driver.
- Access the Import Feature: This option is available on the settings, select stores->upload stores. You can upload the input file from system, google drive and you can manually add the stops also. In the manual option, you follow the same procedure but instead of creating a separate file and uploading, you can enter the all necessary stop details there itself
- Select Your Spreadsheet: Click on the import option and select the spreadsheet file from your computer or device The file format can be CSV, XLS, XLSX, TSV, .TXT .KML.
- Map Your Data: you’ll need to match the columns in your spreadsheet to the appropriate fields in Zeo, such as address, city, country, location name etc
- Review and Confirm: Before finalizing the import, review the information to ensure everything is correct. You have the opportunity to edit or adjust any details as needed
- Complete the Import: Once everything is verified, complete the import process. Your stores will be added to your route planning list within Zeo.
How to assign stores to drivers?
Assigning stores becomes crucial for drivers who operate from certain warehouses and have a constant start location.
Once a store is assigned, it is decided that the driver’s starting location has been fixed and you can use the same while creating a route
- To assign stores to drivers navigate to drivers in taskbar and click on the driver you would like to assign the stores to.
- A new menu will pop up consisting of driver details. go to store option and click on the drop down option.
- select the store you would like to assign to this particular driver click on save and the store is allotted to this driver
How to edit driver details?
- Login to the dasboard. Navigate to drivers option in the taskbar.
- Click on the driver whose details you would like to edit. Now you can edit the required details.
- The details of the driver include Name, Phone number, Vehicle, Skills, Start and End time, Break Time and store location.
- Once completed, click on save The details are now update
- You can do this for the remaining drivers.
How to automatically assign stops to the driver such that the actual distance travelled by the drivers are comparable?
The auto-optimized routes are created between the drivers dividing the stops equally. If the user doesn’t want to divide stops among drivers on the on the basis of number of stops but the actual distance travelled by his drivers, Min Vehicle option can be used This way, the actual distance travelled overall will help the user save on fuel and cost.
To do so, follow the steps:
- In order to use this feature, It is important to add the stops to Zeo. To know how to add stops to Zeo, Refer: How to import stops from Excel
- Navigate to the dashboard and click on Stops tab Here you will find the uploaded stops.
- Select the required stops by ticking the checkbox to the right of each stop, click on select All checkbox if you wish to select all the stops.
- click on Auto-Optimize option. A new menu will appear. Click on the drivers whom you would like to assign the stops to. Click on Assign Driver.
- A new menu appears showing the route details regarding the routes allocation to each driver, Now select the Advanced Options on the top right corner and select checkbox Min Vehicle
- .Verify the details of the drivers and click on Save and Optimize
How to cancel seats?
- Click on Plans and payment in taskbar. Click on assign seats to drivers.
- Here you can cancel seats to drivers by clicking to the three dots to the right of any assigned seat and selecting Cancel Seats option
- And then you can click on update subscription. This will cancel the seat for the selected driver.
How to add customer details in stops?
Adding customer details in stops ensures accurate deliveries and enables effective customer communication for better service and route optimization.
To add customer details to stops, follow the below steps:
- Create Route by adding all the stops. To do so, go to to the + icon in taskbar to create route You can add stops either manually or by importing them. To know how to import stops in a route, refer How to import stops from Excel. Once stops are added for a route, click on it to see the stop details. A new drop down appears which consist of many information including customer details.
- You can see and provide the customer details which include
- Customer Name: The customer name essential to address the customer and if the customer wants to contact the customer. It is also essential while creating customized location sharing message which will have the name of the customer.
- Phone number: This field is essential to contact the once at the time of delivery and pickup and at the time of sharing live location, the message will be sent directly to the customer’s phone number. The phone number is to be provided without the country code
- Email. This field is essential at the time of sharing live location, it will be sent to the customer’s email and phone number.
How to share the live location of driver with customers?
- To share the live location of the drivers with the customer, navigate to dashboard, Fleet owners can see their route
- Click on the three dots option, a pop up will appear consisting of multiple options.
- Then click on send live location option, the drivers’ live location will be shared to the customer.
How to create route in advance
To create a route in advance and you have to provide a future start date to the route.
Start date and time is the moment when the driver will start the route, follow the below steps to create a route in advance:
- Go to the create route option in taskbar.
- Provide the route name and assign driver. Once done you would have to give the route future start date and time along with other route details
- Provide the future start date and time and similar to start date and time, End date and time is the moment when the driver is supposed to finish the route.
- After providing the rest of the details of the route, you will create a route for future in advance.
How to re-create a route that has been already used in the past?
- In order to copy a route you have created after creating the route, Go to dashboard and select the route in the routes tab
- You can click on the three dots available as options on the screen and then select copy route.
- A pop up will appear where you select the driver, route name and the route date.
- Then click on copy route so the route is now copied
- Now this option will replicate the entire route with its stops and user can reuse it by assigning to any driver on any date.
How to add skills in bulk?
- Prepare Your Spreadsheet: You are required to fill the following detail:
- Skills-(Mandatory)- Here you would have to provide the skills that you wish to upload in Zeo.
- Email-(Optional)- Here you will upload the list of emails of drivers which you wish to associate with the skills added.
- Access the Import Feature: This option is available on the skills page in settings, upload skills. You can upload the input file from system, google drive and you can provide your google sheet link/url. Do make your Accessibility permission for sheet enabled. You can also manual add feature to add all the entries in the upload skills option.
- Review and Confirm: Before finalizing the import, review the information to ensure everything is correct. You have the opportunity to edit or adjust any details as needed.
- Complete the Import: Once everything is verified, complete the import process. Your skills will be added to your skills list within Zeo.
How can I make sure that the customer receives delivery notifications with my company's branding?
You can add your company details in Zeo branding section, so that whenever customer accesses the live location, your company’s name, logo and welcome message will be visible to them along with the map. To do so, follow below steps:
- Go to settings from User icon and select Branding option. Now you will see all the options that you can use in branding your company details over Zeo. These include:
a. Company Logo: add your company’s logo here and this will be visible on top left corner of the live tracking map for customers.
b. Company Name: add your company’s name here and this will be visible on bottom of the live tracking map for customers.
c. Sharing Message: Here you can provide a greetings message that the customer will receive as a message alongside the tracker link.
How to effectively manage and view past routes or pre-scheduled routes?
- Go to the dashboard and on the top left corner, you will see a calendar icon on top left corner, click on it and select the appropriate date. This date can be in the past and in future.
- Once the date is selected, you will see all the routes created for the specific date.
How to set a specific report pattern such that all the reports generated through Zeo will have a certain selected details
To make a customized report template with specific fields and get reports of those details only, You can use “Report Configuration” feature. To use this feature, Follow below steps:
- Click on the user icon in the taskbar. navigate to preferences.
- In preferences, navigate to”Report Configuration” option, click on it.
- A new menu appears, consisting of many details that you can select for your routes.
- Select all the details that you would want in your details. You can do it by first clicking on “Clear Selection” that would clear all the checkboxes and then select only certain entities that you want.
- Once selected, click on “Apply” and then all the reports generated will have the selected details.
How can I generate a report in Zeo for a specific timeline?
In order to generate a report for any specific timeline in Zeo, You can use the Bulk Report feature.
Follow below details:
- Log into the dashboard, navigate to the user icon and select preferences.
- Navigate to the option of daily report and you will see the bulk report section.
Here you need to provide the below details:- Select Days: (Mandatory)There are two ways to select dates, one way is to select from the options already given. These are Last 3 days report, 7 days report, 15 days report etc. The other way is to specify the dates within which you wish to generate the report.
- Select Driver: (Mandatory)Select the driver for which you wish to generate report. This is a drop down menu that will show all the drivers available. To know how to add driver, Refer How to add drivers manually.
- Click on “get report” and this will download the report for you directly and send a mail with the report as well. You will get a report with details within the selected timeline. If you wish to customize fields in you report, refer How to set a specific report pattern such that all the reports generated through Zeo will have a certain selected details.
Can Zeo Route Planner be used for industries beyond delivery, like services or sales?
Zeo Route Planner offers versatile functionalities that extend well beyond traditional delivery operations. Its comprehensive features are designed to support efficient route planning and management across a diverse array of industries, making it an invaluable tool for various professionals and organizations seeking to optimize their operations.
Here’s how Zeo can be applied to various sectors:
- Services Industry: Businesses providing home services, repairs, maintenance, lawn care, and snow plowing can leverage Zeo to efficiently plan routes for their service technicians. By considering both the location of service calls and the specific skills of technicians, Zeo helps in optimizing daily schedules to maximize productivity.
- Sales and Field Service: Sales professionals and field service representatives benefit from Zeo by efficiently planning their visits to multiple clients or locations. This ensures they can cover more ground and meet with as many clients as possible, optimizing their time and increasing opportunities for sales or service delivery.
- Healthcare and Social Care: Healthcare providers and social care workers offering home visits can use Zeo for timely and efficient care delivery. Optimized routes help in managing schedules better, ensuring patients or clients receive the care they need promptly.
- Public Sector and Non-Profit Organizations: For those involved in community services, such as meal delivery programs for the elderly, home care services, or even community maintenance services, Zeo’s route optimization features enable them to serve more individuals effectively, enhancing community support and outreach efforts.
By including specialized industries like lawn maintenance and snow plowing, Zeo demonstrates its adaptability and utility in meeting the unique challenges of various service-oriented tasks, ensuring that regardless of the industry, professionals can count on Zeo to streamline their route planning and management processes. Whether you’re managing a small team or a large fleet, Zeo provides the tools you need to optimize your operations and deliver exceptional service.
What types of businesses and professionals is Zeo designed for?
Zeo Route Planner is designed for drivers and fleet managers. It supports a wide range of applications, including those in logistics, e-commerce, food delivery, and home services, catering to professionals and businesses that require efficient and optimized route planning for their operations.
Can Zeo be used for both individual and fleet management purposes?
Yes, Zeo can be used for both individual and fleet management purposes. The Zeo Route Planner app is aimed at individual drivers who need to serve multiple stops efficiently, while the Zeo Fleet Platform is designed for fleet managers handling multiple drivers, offering solutions to optimize routes and manage deliveries on a larger scale.
Does Zeo Route Planner offer any environmental or eco-friendly routing options?
Yes, Zeo Route Planner offers eco-friendly routing options that prioritize routes to minimize fuel consumption and reduce carbon emissions. By optimizing routes for efficiency, Zeo helps businesses reduce their environmental impact.
How does Zeo contribute to reducing the carbon footprint of delivery operations?
Route optimization platforms like Zeo inherently contribute to sustainability by optimizing routes to reduce travel distance and time, which can lead to lower fuel consumption and, consequently, reduced emissions.
Are there any industry-specific versions of Zeo for healthcare, retail, or food delivery?
Zeo Route Planner is a versatile tool that caters to a wide range of industries, each with its unique challenges and requirements. While Zeo is fundamentally designed to optimize routes for various purposes, its application extends far beyond general delivery tasks.
Here’s how Zeo can be specifically adapted to meet the needs of the healthcare, retail, and food delivery sectors:
Healthcare: In the healthcare sector, where time is often of the essence, Zeo shines with features designed to prioritize critical deliveries and patient visits:
- Priority Routing: Zeo helps ensure that urgent deliveries, such as essential medications or medical equipment, are routed to take the fastest possible paths.
- Time Slot Scheduling: The platform supports detailed scheduling, allowing healthcare providers to set precise visitation times for home healthcare services, balancing efficiency with patient needs.
Retail
The retail industry, from e-commerce giants to local brick-and-mortar stores, requires dynamic route planning to manage deliveries and stock efficiently:
- Same-Day Delivery Routes: Zeo optimizes delivery routes to support same-day delivery options, a key factor in enhancing customer satisfaction and staying competitive.
- Bulk Delivery Planning: For retail outlets needing regular stock replenishment, Zeo can optimize bulk delivery routes considering factors like vehicle capacity and optimal unloading times.
- Return Management: Zeo facilitates the efficient handling of customer returns, integrating return pickups into regular delivery routes for seamless operation.
Food Delivery
For the bustling food delivery industry, where speed and efficiency directly impact customer satisfaction, Zeo provides essential tools for success:
- Dynamic Route Adjustment: The platform allows for real-time adjustments to delivery routes, taking into account current order pickups and customer delivery windows.
- Multi-Stop Coordination: Zeo enables the efficient planning of deliveries from multiple restaurants or to various customers in close proximity, ensuring time-efficient routes.
- Customer Communication Features: With Zeo, drivers can keep customers informed about their expected delivery times through real-time updates, enhancing the overall service experience.
Logistics and Courier Services
- Efficient Load Planning: Maximizes vehicle capacity utilization for cost-effective shipping.
- Route Flexibility: Adapts to unexpected changes in delivery schedules or routes, maintaining service reliability.
Emergency Services
- Rapid Response Routing: Prioritizes routes for emergency vehicles to minimize response times.
- Incident Reporting: Allows for real-time updates on route conditions, ensuring the fastest possible access to incident sites.
Waste Management
- Optimized Collection Routes: Streamlines garbage and recycling pickup routes for efficiency and reduced environmental impact.
- Schedule Adaptability: Adjusts to varying pickup volumes and frequencies, maintaining operational efficiency. By expanding its tailored solutions across these diverse sectors, Zeo not only addresses specific industry challenges but also enhances service quality and customer satisfaction. The platform’s versatility and adaptive capabilities make it an invaluable asset, driving operational optimizations and fostering advancements across a broad spectrum of industries.
Home Service And Maintainence
- Application: Benefits plumbers, electricians, HVAC technicians, and home cleaning services by optimizing travel routes between service calls.
- Benefits: Maximizes the number of service calls completed per day, reduces travel time and costs, and improves response times for emergency services.
Real Estate and Field Sales
- Application: Helps real estate agents and sales representatives plan optimal routes for property showings or sales meetings across different locations.
- Benefits: Maximizes the number of client meetings or property showings per day, reduces travel time, and improves client service quality.
Can Zeo Route Planner be customized for large enterprise solutions?
Yes, Zeo Route Planner can be customized to meet the needs of large enterprise solutions. It offers flexible customization options, allowing businesses to tailor the platform to their specific requirements, workflows, and scale of operations.
What measures does Zeo take to ensure high availability and reliability of its services?
Zeo employs redundant infrastructure, load balancing, and continuous monitoring to ensure high availability and reliability of its services. Additionally, Zeo invests in robust server architecture and disaster recovery strategies to minimize downtime and ensure uninterrupted service.
What security features does Zeo Route Planner have to protect user data?
Zeo Route Planner incorporates various security features to protect user data, including encryption, authentication, authorization controls, regular security updates, and compliance with industry security standards.
Can Zeo be used in areas with poor internet connectivity?
Zeo Route Planner is designed with flexibility in mind, understanding that delivery drivers and fleet managers often operate in varying conditions, including areas with limited internet connectivity.
Here’s how Zeo caters to these scenarios:
For the initial setup of routes, an internet connection is essential. This connectivity enables Zeo to access the latest data and utilize its powerful route optimization algorithms to plan the most efficient paths for your deliveries. Once the routes are generated, the Zeo mobile app shines in its ability to support drivers on the move, even when they find themselves in areas where internet service is spotty or unavailable.
However, it’s important to note that while drivers can operate offline to complete their routes, real-time updates and communications with fleet managers might be temporarily paused until a connection is re-established. Fleet managers won’t receive live updates in areas of poor connectivity, but rest assured, the driver can still follow the optimized route and complete their deliveries as planned.
Once the driver returns to an area with internet connectivity, the app can sync up, updating the status of completed deliveries and allowing fleet managers to receive the latest information. This approach ensures that Zeo remains a practical and reliable tool for delivery operations, bridging the gap between the need for advanced route optimization and the realities of varying internet accessibility.
How does Zeo compare in performance and features to its main competitors?
Zeo Route Planner stands out in several specific areas compared to its main competitors:
- Advanced Route Optimization: Zeo’s algorithms are designed to account for a wide range of variables including traffic patterns, vehicle capacity, delivery time windows, and driver breaks. This results in highly efficient routes that save time and fuel, a capability that often surpasses simpler optimization solutions offered by some competitors.
- Seamless Integration with Navigation Tools: Zeo uniquely offers seamless integrations with all popular navigation tools, including Waze, TomTom, Google Maps, and others. This flexibility allows drivers to choose their preferred navigation system for the best on-road experience, a feature that many competitors do not provide.
- Dynamic Address Addition and Deletion: Zeo supports the dynamic addition and deletion of addresses directly on the route without needing to restart the optimization process. This flexibility is particularly beneficial for industries requiring real-time adjustments, setting Zeo apart from platforms with less dynamic rerouting capabilities.
- Comprehensive Proof of Delivery Options: Zeo offers robust proof of delivery features, including signatures, photos, and notes, directly through its mobile app. This comprehensive approach ensures accountability and transparency in delivery operations, offering more detailed proof of delivery options than some competitors.
- Customizable Solutions Across Industries: Zeo’s platform is highly customizable, catering to a wide range of industries with specific needs, such as retail, healthcare, logistics, and more. This contrasts with some competitors that offer a one-size-fits-all approach, not tailored to the unique demands of different sectors.
- Exceptional Customer Support: Zeo prides itself on providing exceptional customer support, with rapid response times and dedicated assistance. This level of support is a significant differentiator, ensuring users can resolve issues quickly and benefit from a smooth, efficient service.
- Continuous Innovation and Updates: Zeo regularly updates its platform with new features and improvements based on customer feedback and technological advancements. This commitment to innovation ensures that Zeo remains at the forefront of route optimization technology, often introducing new capabilities ahead of its competitors.
- Robust Security Measures: With advanced encryption and data protection practices, Zeo ensures user data’s security and privacy, making it a trusted choice for businesses concerned about information security. This focus on security is more pronounced in Zeo’s offerings compared to some competitors who may not prioritize this aspect as highly.
For a detailed comparison of Zeo Route Planner against specific competitors, highlighting these and other differentiators, visit Zeo’s comparison page-
https://zeorouteplanner.com/fleet-comparison/ , https://zeorouteplanner.com/comparison, https://zeorouteplanner.com/zeo-vs-road-warrior, https://zeorouteplanner.com/zeo-vs-gps-route-planner/, https://zeorouteplanner.com/zeo-vs-route-4-me/, https://zeorouteplanner.com/zeo-vs-optimo/, https://zeorouteplanner.com/zeo-vs-onfleet/.”
In which countries and languages is Zeo Route Planner available?
Zeo Route Planner is used by more than 300000 drivers in over 150 countries. Alongwith this, Zeo does support multiple languages. Currently Zeo supports more than 100 languages and is planning expand for more languages as well.
The available languages are mentioned below:
- English – en
- Spanish (Español) – es
- Italian (Italiano) – it
- French (Français) – fr
- German (Deutsche) – de
- Portuguese (Português) – pt
- Melay (Bahasa Melayu) – ms
- Arabic (عربي) – ar
- Bahasa Indonesia – in
- Chinese (Simplified) (简体中文) – cn
- Chinese (Traditional) (中國傳統的) – tw
- Japanese (日本人) – ja
- Turkish (Türk) – tr
- Philippines (Philipino) – fil
- Kannada (ಕನ್ನಡ) – kn
- Malayalam (മലയാളം) – ml
- Tamil (തമിഴ്) – ta
- Hindi (हिन्दी) – hi
- Bengali (বাংলা) – bn
- Korean (한국인) – ko
- Greek (Ελληνικά) – el
- Hebrew (עִברִית) – iw
- Polish (Polskie) – pl
- Russian (русский) – ru
- Romanian (Română) – ro
- Dutch (Nederlands) – nl
- Norwegian (norsk) – nn
- Icelandic (Íslenska) – is
- Danish (dansk) – da
- Swedish (svenska) – sv
- Finnish (Suomalainen) – fi
- Maltese (Malti) – mt
- Slovenian (Slovenščina) – sl
- Estonian (Eestlane) – et
- Lithuanian (Lietuvis) – lt
- Slovak (Slovák) – sk
- Latvian (Latvietis) – lv
- Hungarian (Magyar) – hu
- Croatian (Hrvatski) – hr
- Bulgarian (български) – bg
- Thai (ไทย) – th
- Serbian (Српски) – sr
- Bosnian (Bosanski) – bs
- Afrikaans (Afrikaans) – af
- Albanian (Shqiptare) – sq
- Ukrainian (Український) – uk
- Vietnamese (Tiếng Việt) – vi
- Georgian (ქართველი) – ka”
Getting Started
Will the custom and selected stop failure reasons be visible on the playground page and in reports?
Yes, the selected failure reasons, including custom ones, will be visible on the playground page and included in the reports as per the current functionality.
Will the selected stop failure reasons be visible to the drivers?
Yes, whatever reasons are selected (default or custom) in the Manage Stop Failed Reasons feature will be visible to the drivers. When a stop is marked as a failed delivery or pickup, the drivers will see the updated list of reasons on their interface, allowing them to choose the most appropriate reason for the failure.
Can I create route for a place in one country while residing in another country?
Zeo allows you to create routes for other countries, but depending on the subscription costs for your desired country, you may be required to upgrade your plan. If this applies, Zeo will guide you through the process.
Can I revert changes after saving the new set of stop failure reasons?
Once you save the new set of reasons, the changes are applied immediately. However, you can always modify the reasons or use the “Set to Default” button to revert to the default reasons at any time. Please note that no new changes will be taking place if they are executed when driver is on-route.
Is it mandatory to have at least one stop fail reason selected from the provided default stop fail reasons at Zeo?
Yes, at least one reason (either default or custom) must be selected by the fleet owner from the list of available default stop fail reasons in Zeo in order to save your changes. If you try to deselect all reasons, an error message will prompt you to select at least one.
How to rearrange added stops without using drag and drop
Zeo provides you a feature with which you can easily rearrange and edit your stops once added without actually using drag and drop.
To do this follow the below steps:
- Create a route and add all the stops in the route. To know how to add stops, refer How to import stops from Excel
- Once the stops are added, you will see the list of all stops that are added, To rearrange the stops, you will see a button right on the left of the stop number. Click on it.
- A pop up menu will appear showing the Current position of the stop in the list and if you wish to update it, A drop down will be present right next to the Current position text area. Click on it.
- Now you can place this stop at any place in the list of stops by selecting the new index from the drop down.
- Once the arrangement is done, Click on “Navigate as added” to create a route of stops in selected order. Now your desired route will be create with all the stops set sequentially in the updated order.
Can the user check if the stops covered by driver are successful/failed
Yes, you can go to the route details in the dashboard and check how many stops were success and how many were failure.
Follow the below steps:
- Go to the dashboard and see all the routes for the day. Select the date of the route through the calendar on top left corner and select appropriate route.
- Select the route and you will see the route details along with stops for the route.
- Within each delivery stop, you will be able to see the stop completion information. If the stop has been covered by the driver, you will see if the stop was success or failure.
- If a stop was failure, you will also be able to see reason(if any) right next to failure message.
Can I as a manager also see if the parcel has successfully been delivered to the customer by driver
Yes, you can go to the route details in the dashboard and check if parcel is successfully delivered to the customer or not. Follow the below steps:
- Go to the dashboard and see all the routes for the day.
- Select the route and you will see the route details along with stops for the route.
- Within each delivery stop, you will be able to see if the parcels have been successfully delivered to the customers or not.
- You will also be able to see the proof of delivery if enabled. To know more about proof of delivery, refer: How do we make sure that a Proof is collected at the time of delivery to get an added layer of delivery confirmation from the customer?
How do we track our driver while they are on the route?
You can track your driver on-route, All you have do is, go to the Dashboard, You will be able to see all the routes created for the day, Here you can select your route. You will be able to see the route map and the driver assigned to the route.
Right next to the driver name, you will see a coloured light. This light will be either green or grey.
- Green: The driver is currently online or using the app in last 15 minutes, by clicking the map option right next to it, you can access the exact location of driver. You will be able to see whether the driver is on correct route and whether they are moving or not. This way you will be able to track your driver.
- Orange: If driver has been active in the last 24 hours,
- Grey: The driver has not used the app in last 24 hours. You can still track the last recorded location of the driver by clicking on the map option.
How to check notifications
Go to the dashboard and look for the bell icon on top right corner of the screen.
Click on it and here you will be able to see all the notifications.
These notifications will involve following things:
- Information about your account like payment, activation etc.
- Active route details: These include all the information about the drivers on-route, the stops they have covered, success/failure of stops and the moment the route is finished. All the notifications will also have the time of event occurence with them.
How to schedule a demo
- Go to the dashboard. you will find an option of “Schedule Demo” on top right corner.
- Click on the option and and provide the availability date and time.
- You would also have to provide details which include, Name, email, phone no, number of drivers and company name.
- Once the details are filled, click on schedule event and the team will contact you accordingly.
How to search for all stops using global search
- click on global search from taskbar, A new menu will appear.
- On the same page, click on “Select Search By” option and a new drop down menu will appear. Select address.
- Provide the rest of the details on the page which include Date and stop name which you are looking for. Click on Search button.
- Now the details of the stop and route will appear on the screen which the user can utilise for any future planning or checking the status of the delivery.
How to change language of Zeo's website?
- Once you open the ZEO Route Planner website, in the bottom right corner you will see English as the default language. You will also see a small arrow right next to the language.
- Click on this small arrow, you will get a dialog box opening where the list of languages are present in which the platform can be used.
- So you can select the required language and it will automatically be loaded in that particular language.
How to add stores?
- Go to the dashboard, navigate to the users icon, click on settings.
- Navigate to stores, click on the add store option. A new menu will appear where you will have to add store location.
- You will have to provide the store address here. Apart from address of store, user can also provide store details which include:
- Location Name(Optional): This is a nickname which you can provide which will be used when you will add a driver and choose a store from an entire list for the driver.
- Area code(optional). These field helps in making the route navigation convenient and effective
- Latitude and Longitude of the stop: These details help to track the position of the stop on the globe and improve the route optimisation process.
- Delivery Zones: Once enabled, user can specify the geographic areas on the map around the store which would be serviceable To do this, use the map and click on the cursor option right above the map, Now you can set any coordinate as a corner point and create a closed boundary. This boundary will servicing range for the store.
- Once added, click on save option and a new stop is added.
How to Chat with drivers?
To chat with drivers, look for Chat With Drivers option in taskbar. Here you will see the list of all the drivers and you can chat with them seamlessly. You can also send attachments in the chat if necessary. Drivers will get these messages in their zeo application.
How to add drivers from a list available in the desktop?
To add drivers quickly and all at once in Zeo, create a spreadsheet with the below mentioned parameters and follow the steps to upload the spreadsheet on Zeo.
- Prepare Your Spreadsheet: Zeo lets the user enter the following details:
- Name(Optional): Here you have to provide the name of driver. This name will be visible to the customer at the time location tracking Having a name provided for a driver will also help in avoiding any confusion while assigning a route to the driver along with the email-id
- Emails(Mandatory): This field identifies the driver and help the manager connect to the driver on Zeo’s driver app.
- Phone Number: (Optional) This field will help you to share the contact details of driver during delivery tracking
- Store Location: (Optional)The place where the warehouse/operational store is located for the driver. This is a drop down menu consisting of all the stores. If you wish to add new stores, refer How to add stores
- Skills (Optional) This helps you understand the specialization of the driver so that when a new route is created for a task that a only specific driver can complete, You can easily assign him on the route This is a drop down menu consisting of all the stores. If you wish to add new skills, refer How to define different skills/job types for drivers on Zeo?
- Access the Import Feature: This option is available on the drivers page, upload drivers. You can upload the input file from system, google drive and you can provide your google sheet link/url. Do make your Accessibility permission for sheet enable
- You can also manually add all the driver details on the same page by accessing the upload manually feature
- Map Your Data: you’ll need to match the columns in your spreadsheet to the appropriate fields in Zeo, such as name, phone number, skills, email etc
- Review and Confirm: Before finalizing the import, review the information to ensure everything is correct. You may have the opportunity to edit or adjust any details as needed
- Complete the Import: Once everything is verified, complete the import process. Your drivers will be added to your route planning list within Zeo.
How to make a driver part of my fleet?
- Access the Import Feature: This option is available on the dashboard, select stops->upload stops. You can upload the input file from system, google drive and you can manually add the stops also. In the manual option, you follow the same procedure but instead of creating a separate file and uploading,you can enter all necessary stop details there itself
- Prepare Your Spreadsheet: You can access the Sample file from the import stops page to understand what all details Zeo will be requiring for the route optimisation. Out of all the details, Address is marked as mandatory field mandatory details are the details that have to be filled necessarily to implement route optimisation. Apart from these details,
Zeo lets the user enter the following details:- Address(Mandatory) : This is the proper address which will taken as a stop in the route You need to specify the entire address here.
- City, State, Country(Optional): These field helps in making the route navigation more accurate.
- Street & House Number(Optional): These field helps in making the route navigation convenient and effective
- Pincode, Area Code(Optional): These field helps in making the route navigation convenient and effective
- Latitude and Longitude of the stop: These details help to track the position of the stop on the globe and improve the route optimisation process.
- Driver name to be assigned (Optional): Each stop needs to have driver who will complete the route, Once a route is created, the driver will get a notification to start the route To know how to add a driver, refer How to add drivers manually
- Stop start time, end time and Duration: if the stop has to be covered under certain timings, You can use this entry. Note that we take time in 24 hour format.
- Customer details like Customer Name, Phone Number, Email-Id Phone number has to be provided without the country code
The country code can be changed in the preferences section in settings separately. To change country code, refer How to change the country code
- Parcel details like parcel weight, volume, dimensions, Parcel count. These parcel details are essential for the fleet manager to understand which vehicle to use and if the vehicle is able to accomodate all the parcels. To know how to provide vehicle capacity and dimensions, refer How to add vehicles in the fleet.
All the customer details provided are utilised to contact the customer. The live location of the driver will be sent to the customer phone number and email address.
How to define different skills/job types for drivers on Zeo?
Skills refer to specific capabilities or qualifications that drivers possess, which are relevant to the types of services they provid
To add skills for a driver on zeo, follow below steps:
- Go to the Profile Section and select settings.
- Select the skills option and you can add all the skills you wish for the driver by clicking on the Add option.
- You can also upload skills through the upload feature to add skills in bulk.
- Once added, click on save and then the new skills will be added and can be assigned to any driver.
How to assign vehicles to drivers?
- To assign vehicles to drivers navigate to drivers in taskbar and click on the driver you would like to assign the vehicle to.
- A new menu will pop up consisting of driver details. go to vehicle option and click on the drop down option.
- select the vehicle you would like to assign to this particular driver click on save and the vehicle is allotted to this driver.
How to configure vehicles in the fleet?
- Navigate to the Settings section of the fleet platform. The Vehicles option is available in the settings.
- From there, you can add, edit and delete all the vehicles available
- Vehicle addition is possible by providing the below vehicle details:
- Vehicle Name:(Mandatory) This helps in identifying the correct vehicle at the time of assigning the vehicle to the driver for a route, If you have two cars, you can easily differentiate two cars on the basis of their names.
- Vehicle Type-Car/Truck/Bike/Scooter (Optional): This also helps at the time of assigning the vehicle to the driver for a route For a small parcel delivery, you would not wish to assign a truck. This is also useful when the route planner will witness routes having some restrictions on the basis of vehicle type So if you specify vehicle type, The route planner will be able to account for that and create a suitable route for that. By default, the vehicle type selected in A car.
- Vehicle Number: (Optional) This helps in identifying the correct vehicle at the time of assigning the vehicle to the driver for a route, If you have many cars, you can easily differentiate two cars on the basis of their number.
- Maximum Capacity of vehicle: (Optional)Total mass/weight in kg/lbs of goods that the vehicle can carry. This is essential to understand how many parcels can be carried by the Vehicle
Please note that this feature will work only when individual parcel’s capacity is mentioned, stops will be optimised accordingly.
- Maximum Volume of vehicle: (Optional)Total volume in cubic metre of the Vehicle
- Maximum Distance the vehicle can travel: (Optional)The maximum distance the vehicle can travel on a full fuel tank, this helps in getting a rough idea of the mileage of the vehicle and affordability on the route
- Monthly cost of using the vehicle: (Optional)This refers to the fixed cost of operating the vehicle on monthly basis.
- Margin Capacity: (Optional)The capacity in % of the total capacity that can be successfully utilised for parcel placement within the Vehicle
- Margin Volume:(Optional)The volume in % of the total volume that can be successfully utilised for parcel placement within the Vehicle
This is useful to know how many parcels can fit in the Vehicle
Please note that this feature will work only when individual parcel’s volume is mentioned, stops will be optimised accordingly.
These settings will help in optimizing routes based on your fleet’s capabilities and requirements.
How to add drivers manually?
- Click on drivers icon on the Zeo TaskBar.
- Click on add driver, A new page will pop up where you have to enter the details of the driver And then enter all the required details which include:
- Name(Optional): Here you have to provide the name of driver. This name will be visible to the customer at the time location tracking Having a name provided for a driver will also help in avoiding any confusion while assigning a route to the driver along with the email-id.
- Emails(Mandatory): This field identifies the driver and help the manager connect to the driver on the driver app.
- Start & Stop Time:(Optional) This field will help you and the driver get clear picture of when to start for the route and when to end it. This will be useful when you would have to align the driver routes with their shift timings.
- Break Time: The time during their shift when driver is unavailable or on a break.
- Phone Number: (Optional) This field will help you to share the contact details of driver during delivery trackin
- Store Location: (Optional)The place where the warehouse/operational store is located for the driver and will be the starting point for their routes. This is a drop down menu consisting of all the stores. If you wish to add new stores, refer How to add stores
- Vehicle: (Optional) The vehicle that will be assigned to the driver. This is a drop down menu consisting of all the vehicles. If you wish to add new vehicles, refer How to add vehicles in the fleet
- Skills (Optional): This helps you understand the specialization of the driver so that when a new route is created for a task that a only specific driver can complete, You can easily assign them on the route, This is a drop down menu consisting of all the skills. If you wish to add new skills, refer How to define different skills/job types for drivers on Zeo?
- Click on save You can see the newly added drivers. This is how you can add a driver manually.
How do I create an account with Zeo Fleet Planner?
Creating an account with Zeo Fleet Planner is a straight forward process, Here’s how you can set up your account:
This guide will ensure a comprehensive understanding of the registration process, tailored to your specified flow for the fleet platform.
- Accessing the Website: Via Search or Direct Link: Search for Zeo Route Planner on Google or directly navigate to https://zeorouteplanner.com/.
- Initial Website Interaction: Landing Page: On the homepage, find and click on the Start for Free option in the navigation menu.
- Registration Process:
- Selecting Sign Up: Choose Sign Up to proceed.
- Sign Up Options:
- Sign Up via Gmail: Clicking on Gmail redirects you to Google’s sign-in page. Select your account or log in.
- Sign Up via Email: Requires entering organization’s name, your email, and a password. Follow any additional prompts to complete setup
- Completing Sign-Up: Dashboard Access: After registration, you’re directed to your dashboard. Here, you can start managing your fleet, add drivers, and plan routes.
- Trial and Subscription
- Trial Period: New users typically have access to a free 7 day trial period. Explore features without commitment.
- Subscription Upgrade: Options to upgrade your subscription are available on your dashboard.
- If you use face any issues with the sign up process feel free to mail our customer support team on support@zeoauto.in
Does Zeo provide advanced training sessions for optimizing route planning and fleet management strategies?
Yes, Zeo offers advanced training sessions and demos designed to help users optimize route planning and enhance fleet management strategies. These sessions target users who are familiar with the basic functionalities of Zeo Route Planner and Zeo Fleet Platform but wish to delve deeper into strategic and efficient usage. Also, Zeo keeps uploading videos corresponding to its new features on youtube. So the users can also take references from them.
What training resources does Zeo provide for fleet managers?
Zeo operates on help and guidance platform where any new customer is given access to a lot of resources which includes:
- Book My Demo feature: here the users are given a tour of the features and functionalities that are offered at zeo by one of the service representatives at zeo. To book a demo, go to Schedule demo option on top right corner of dashboard page, select date and time and then the team will coordinate with you accordingly.
- Youtube channel: Zeo has a dedicated youtube channel here videos about the platform features and functionalities are regularly posted.
- Blogs: Zeo posts blogs about various topics revolving around its platform on timely basis, these blogs are hidden gems for users who are very curious about every new features implemented in Zeo and wish to utilize it.
How can I access Zeo Fleet Patform on system?
- This platform is aimed at fleet managers or business owners, providing them with comprehensive tools to monitor and manage the entire fleet, including tracking the distance traveled by drivers, their locations, and the stops they have covered.
- Enables the tracking of all fleet activities in real-time, offering insights into driver locations, distances traveled, and progress on their routes.
- The fleet platform can be accessed through a web browser on desktops and it allows for the planning and management of delivery or pickup routes on a larger scale, optimizing operations for the entire fleet.
- The Zeo fleet platform can be accessed by web only.
Can Zeo provide analytics or reporting on route efficiency and driver performance on the fleet platform?
Zeo Fleet Platform’s accessibility caters to the diverse needs of fleet managers with a range of features designed for route planning and management.
Below is a detailed, breakdown of the features and data provided:
The Zeo Fleet Platform is accessible through a web browser on desktops, providing an expanded set of tools for route planning and fleet management.
Features for Fleet Managers:
- Multi-Driver Route Assignment: Enables the uploading of address lists or importing them via API for auto-assignment of stops to drivers, optimizing for time and distance across the fleet.
- Integration with E-commerce Platforms: Connects to Shopify, WooCommerce, and Zapier to automate the import of orders for delivery route planning.
- Skill-Based Stop Assignment: Allows fleet managers to assign stops based on the specific skills of drivers, improving efficiency and customer service.
- Customizable Fleet Management: Offers options to optimize routes based on various factors, including reducing load or the number of vehicles required.
Data and Analytics:
Provides comprehensive analytics and reporting tools for fleet managers to track efficiency, performance, and to make informed decisions based on historical data and trends.
In summary, Zeo fleet platform’s accessibility empowers fleet managers with a suite of comprehensive features and data for efficient route planning and management, tailored to the unique requirements of desktop users.
Can multiple users access the same Zeo account on fleet platform?
Zeo Fleet Platform is explicitly designed to support multi-user access. Fleet managers can create and manage routes for multiple drivers, making it suitable for teams and larger operations.
How can I set up notifications and alerts within Zeo fleet platform?
- Notifications and alerts can be received by the user from following places
- Real time delivery Tracking and in app chat: The owner can recieve alerts about the progress and positioning of the driver on a route as he/she can track the driver on realtime basis. Along with this, the platform also allows chat between the owner&driver.
- Route assigning notification: Whenever the owner assigns a route to a driver, the driver recieves the route details and till the time the driver doesnt accept the assigned task, the route optimisation will not begin. Once accepted, the owner will recieve notification of route start, and will continue to recieve the notifications for each step of the route.
- Web hook based usage: the applications who are utilizing zeo with the help of its API integration can make use of webhook where they have to place their application URL and they will be receiving alerts and notifications over route start/stop times, trip progress etc.
Are there tutorials or guides available for new users?
Zeo offer various resources to help new users get started and make the most of its features. These include:
- -Book Demo: The team at Zeo helps the new users get accustomed with the platform and its features. All the user has to do, is to schedule a demo and the team will contact the user. The user can also ask any doubts/queries(if any) with the team there only.
- -Youtube Channel: Zeo has a dedicated youtube channel where the team posts videos related to features and functionality available under Zeo. New Users can refer to the videos for a streamlines learning experience.
- -Application Blogs: The customer can access the blogs posted by Zeo to familiriaze himself with the platform and get guidance on timely basis for all the new features and functionality that the platform offers.
- -FAQ Sections: Answers to all the frequently asked questions that new users might have realted to Zeo.
- Contact us: If the customer has any questions/issues that arent answered in any of the above resources, he/she can write to us and the Customer support team at zeo will contact you to solve your query.
What support is available for setting up Zeo for the first time?
Zeo offers dedicated demo for all the first time users. This demo includes onboarding assistance, features explorations, implementation guidance, and access to all the functionalities on the platform. The customer service representatives who provides the demo can address any questions or concerns during the setup process. Additionally, Zeo provides documentation and tutorials on youtube and blogs to help users navigate the initial setup steps effectively.
What is the process for migrating data from another route planning tool to Zeo?
The process for migrating data from another route planning tool to Zeo involves exporting stops info from the existing tool in a compatible format (such as CSV or Excel) and then importing it into Zeo. Zeo offers guidance or tools to assist users with this migration process, ensuring a smooth transition of data.
How can businesses integrate their existing workflows with Zeo Route Planner?
Integrating Zeo Route Planner into existing business workflows offers a streamlined approach to managing deliveries and fleet operations. This process enhances efficiency by connecting Zeo’s powerful route optimization capabilities with other essential software applications used by the business.
Here’s a detailed guide on how businesses can achieve this integration:
- Understanding Zeo Route Planner’s API: Begin by familiarizing yourself with Zeo Route Planner’s API documentation. The API enables direct communication between Zeo and other systems, allowing for the automatic exchange of information such as stop details, route optimization results, and delivery confirmations.
- Shopify Integration: For businesses using Shopify for e-commerce, Zeo’s integration allows for the automatic importation of delivery orders into the Zeo Route Planner. This process eliminates manual data entry and ensures that delivery schedules are optimized based on the latest order information. Set up involves configuring the Shopify-Zeo connector within the Shopify app store or using Zeo’s API to custom integrate your Shopify store.
- Zapier Integration: Zapier acts as a bridge between Zeo Route Planner and thousands of other apps, enabling businesses to automate workflows without the need for custom coding. For example, businesses can set up a Zap (a workflow) that automatically adds a new delivery stop in Zeo whenever a new order is received in apps like WooCommerce, or even via custom forms. This ensures that delivery operations are seamlessly synced with sales, customer management, and other critical business processes.
Preferences
How do I add a custom reason for stop failure?
To add a custom reason for stop failure, follow below steps:
1. You can access and manage this feature by navigating to the Preferences section within Zeo and selecting the Stop Failed Reasons option. Click on Enable.
2. A new menu will pop up where you can enter your custom reason.
3. Type your reason in the input field under custom reasons and press Enter. Click on Apply, the new reason will be added to your list of failure reasons.
Can I delete a custom reason for stop failure?
Yes, you can delete any custom reason you have added. Follow below steps:
1. You can access and manage this feature by navigating to the Preferences section within Zeo and selecting the Stop Failed Reasons option. Click on Enable.
2. A new menu will pop up where you can delete your custom reasons.
3. Click on the custom reason to edit it or use the cross (X) button next to it to delete. the custom reasons will be deleted from your list of failure reasons.
What happens if I want to reset to the default stop failure reasons?
To reset a custom reason for stop failure, follow below steps:
1. You can access and manage this feature by navigating to the Preferences section within Zeo and selecting the Stop Failed Reasons option. Click on Enable.
2. A new menu will pop up where you can enter your custom reason.
3. By clicking the Set to Default button, all custom reasons will be deselected, and all default reasons will be selected again.
How to stop customers to contact the drivers who are on-route to deliver their parcel?
To stop customers to contact the drivers who are on-route to deliver their parcel, user can disable the customer calling feature
To do this, follow below steps:
- Click on the user icon in the taskbar. navigate to preferences.
- In preferences, navigate to customer calling option, click on it.
- A new pop up appears, click on disable
- and then click on Update Preferences.
- Now the customer calling feature has been disabled and the customer will not get the contact information of the driver to contact.
How do we make sure that a Proof is collected at the time of delivery to get an added layer of delivery confirmation from the customer?
Proof of delivery is a feature that can be used when driver has made a delivery and he wants to capture a proof of it. By default, this feature is disable
- Click on the user icon in the taskbar. navigate to preferences.
- In preferences, navigate to Proof Of Delivery option, click on it.
- A new pop up appears, click on enable
- and then click on Update Preferences.
- Now the Proof Of Delivery feature has been enabled and whenever the parcel is delivered to the customer, a proof of delivery has to be provided to mark the stop as complet
How to make sure that the driver collect the payment details and notes from the customer at the time of delivery of parcel to the customer to maintain a record of payments.
To maintain and record payments from customers after delivering the parcel as a sign of delivery and payment completion , User can use “POD Payment” option.
To use it, follow the below step:
- Click on the user icon in the taskbar. navigate to preferences.
- In preferences, navigate to “POD payment” option, click on it.
- A new pop up appears, click on enable. and then click on Update Preferences.
- Now the POD payment feature has been enabled and the driver can record the payment details of the customer at the time of parcel delivery.
- Once parcel is delivered and the driver marks the stop as success, they will get a pop-up with option of “Collect Payment”. Once they click the option, they will be able to record the payment.
- The payment menu consist of the following options:
- Cash payment option: If payment is made in the form of cash, driver can record the amount received.
- Online Payment option: Every online transaction will have a uniques transaction id associated to it. So if payment is made online, the driver can record the transaction id. Driver can also click and save image of the “Successful Transaction” page as a proof of payment confirmation.
- Pay Later: If the customer wishes to pay later directly to the fleet owner, driver can select this option and also mention any details regarding the payment in future in the notes section.
- Once details are added, click on Save button. Now payment details have been added to Zeo and you can see these details in the trip report.
How to make sure the driver doesn't edit route midway?
To make sure the driver doesn’t edit route midway you can use “Route Edit By Driver”, to use this feature,
follow below steps:
- Click on the user icon in the taskbar. navigate to preferences.
- In preferences, navigate to “Route Edit By driver” option, click on it.
- A new pop up appears, click on disabled. and then click on Update Preferences.
- Now the Route Edit By driver feature has been disabled and the driver will not be able to edit the route.
How to let the route planner know to avoid certain types of roads during the route creation?
To avoid certain types of roads during the route creation, you can use the “Avoid Params” feature where he can mention which type of roads to avoid, to use this feature,
Follow the below steps:
- Click on the user icon in the taskbar. navigate to preferences.
- In preferences, navigate to “Avoid Params” option, click on it.
- A new pop up appears, consisting of parameters: tunnels ferries, bridge, highway and ford. Click on the ones you want to avoid and then click on Update Preferences.
- Now these params will be avoided while creating any route.
How to change language preferences
Zeo is available in 42 different languages, to change language,
Follow below steps:
- Click on the user icon in taskbar, navigate to preferences, you can see the language option here.
- Click on the language option, you will see the list of languages in which you can use the platform.
- Select the required language, click on update preferences and then your preferences are updated accordingly and your language is changed.
How to change default wait time at stop.
Default wait time is the minimum wait time for the driver to wait at the stop if the receiver/scheduler is not available at the stop or running late.
To change the default wait time, do the following:
- Click on the user icon in the taskbar. navigate to preferences.
- In preferences, navigate to “Default Wait Time for Stop” option, click on it.
- A new pop up appears, provide the time. and then click on Update Preferences.
- Now the default wait time has been updated.
How to change the Time Zone
- Click on the user icon in the taskbar. navigate to preferences.
- In preferences, navigate to “Time Zone” option, click on it.
- A new drop down appears consisting of multiple timezones, choose your timezone. and then click on Update Preferences.
- Now time zone has been updated.
How to change the Time format
- Click on the user icon in the taskbar. navigate to preferences.
- In preferences, navigate to “Time Format” option, click on it.
- A new pop up appears choose from the two time formats and then click on Update Preferences.
- Now the time format on the platform has been updated.
How to change the country code
- Click on the user icon in the taskbar. navigate to preferences.
- In preferences, navigate to “country code” option, click on it.
- A new drop down appears consisting of multiple country codes, choose your country code. and then click on Update Preferences.
- Now country code has been updated. the country code will be reflected when new driver will be added, To know how to add drivers, refer How to add drivers manually. It will also be reflected at the time of adding customer details like phone number, To know how to add stop details, refer How to add customer details in stops
Route Optimization
How to add stops using search?
1. To create a route and add stops one-by-one on your own, select the + option from the taskbar.
2. Now, click on Create Route and you will be transferred to a page to create New route. Access the “”Search Address”” option on the screen and Add all the stops one-by-one.
3. Once the stops are added, click on “”Assign Driver”” option available on the top right corner of the page to assign the driver who will drive the route.
4. Now you have the following route details prefilled which can be edited as per requirements.
- a. Name of the route: (Optional) This field will help you identify your route easily when you will have multiple routes created within the day and you would have to edit changes in the route in future.
- b. Route start time and End Time (Optional): This field will help you and the driver get clear picture of when to start for the route and when it will end for the day.
- c. The start location (Mandatory) and end locations(Optional).: This will help in letting the driver and route planner know what will be the route starting point and where will the route finish, it can be a store, warehouse or any other location.
5. The stops can be navigated sequentially and in the way they have been added by choosing Navigate as Added option, otherwise the user can choose “”Save and optimise”” option and Zeo will create the route for the assigned driver.
How to edit an already created route?
1. To edit the route, go to the dashboard, where you can see the route.
2. Click on the three dots option; you will find multiple options, click on edit.
3. Then, you will be redirected to a page comprising of all the stops yet to be finished. You can make many changes like deletion, addition, and updating of stops.
4. The edit and delete options are available on the right of each stop. You can add the stops to the route through the search option as well.
5. You can also edit the route details which include:
- a. Route title (Optional): This field will help you identify your route easily when you will have multiple routes created within the day and you would have to edit changes in the route in the future.
- b. Start & end time (Optional): This field will help you and the driver get a clear picture of when to start for the route and when to end it. This will be useful when you would have to align the driver routes with their shift timings.
- c. Start date (Mandatory): This field will help you and the driver get a clear picture of when to start for the route. This will be useful when you would have to manage multiple routes with each route starting on a different day.
- d. Start location (Mandatory) and end location (Optional): This will help in letting the driver and route planner know which stops should not be considered for route planning but rather should specifically be the starting and ending stops.
6. Once done, click on save and optimize again. The route is successfully edited.
7. If you do not want to optimize the route and navigate only in a certain order, you can drag-drop the stops in the required order and then click on navigate as added. The updated route will be exactly in the order the user desired.
How to save and optimise a route?
An optimized route is a route which connects all the stops in such a way that the total time to cover the entire route is minimum.
In order to save and optimize a route, follow these steps:
1. Click on the + icon on taskbar to create route, a new window will pop up.
2. In this window, the user has to assign the driver and provide the following details:
- a. start and end time(Optional): This field will help you and the driver get clear picture of when to start for the route and when to end it. This will be useful when you would have to align the driver routes with their shift timings.
- b. start date(Mandatory): This field will help you and the driver get clear picture of when to start for the route. This will be useful you would have to manage multiple routes with each route starting on different day.
- c. Start location(Mandatory) and end location(optional): This will help in letting the driver and route planner know which stops should not be considered for route planning but rather should specifically be the starting and ending stops.
3. Now,the user has to add stops using the options available. These can be done manually or by importing file or by choosing from favourites.
4. Once added, Click on Save and Optimize. This will create the Optimized route.
How to create a route for the entire fleet simultaneously after stops are imported?
1. Create a route by importing all the details of the stops, To do this, you have to select “”Upload Stops”” in “”Stops”” tab on Dashboard . you can import file from desktop or can also upload it from google drive. A sample of input file is also provided for reference.
2. Once input file is uploaded, you will be redirected to a page comprising of all the added stops under checkboxes. Mark the checkbox named “”Select All stops”” to select all the stops for route optimisation. You can also select specific stops from all the uploaded stops if you want to optimise the route for those stops only. Once that is done, click on “”Auto Optimize”” button available just above the list of stops.
3. Now you will be redirected to drivers page where you will select the drivers that will complete the route. Once selected click on “”Assign Driver”” option available on the top right corner of the page.
4. Now you have the following route details prefilled which can be edited as per requirements
- a. Name of the route: (Optional) This field will help you identify your route easily when you will have multiple routes created within the day and you would have to edit changes in the route in future.
- b. Route start time and End Time (Optional): This field will help you and the driver get clear picture of when to start for the route and when it will end for the day. This will be useful when you would have to align the driver routes with their shift timings.
- c. The start location (Mandatory) and end locations(Optional).: This will help in letting the driver and route planner know what will be the route starting point and where will the route finish, it can be a store, warehouse or any other location.
5. You can use the Advanced optimisation option which enable Min Vehicle feature. Once this is enabled, the stops will NOT be assigned automatically to drivers equally on the basis of number of stops to be covered, But it will be automatically assigned to the drivers on the basis of total distance, maximum vehicle capacity, driver shift timings irrespective of the number of stops covered.
6. The stops can be navigated sequentially and in the way they have been added by choosing “”Navigate as Added”” option, otherwise you can choose “”Save and optimise”” option and Zeo will create the route for drivers.
7. You will be directed to the page where you will be able to see how many different routes created, number of stops, number of drivers taken and total transport time.
8. You can preview the route by clicking this button on top right corner named “View on Playground”.
How to import stops from Excel?
1. Prepare Your Spreadsheet: You can access the Sample file from the “import stops” page to understand what all details Zeo will be requiring for the route optimisation. Out of all the details, Address is marked as mandatory field. mandatory details are the details that has to be filled necessarily to implement route optimisation.
Apart from these details, Zeo lets the user enter the following details:
- a. Address(Mandatory) : This is the proper address which will taken as a stop in the route. You need to specify the entire address here.
- b. City, State, Country(Optional): These field helps in making the route navigation convenient and effective.
- c. Street & House Number(Optional): These field helps in making the route navigation convenient and effective.
- d. Pincode, Area Code(Optional): These field helps in making the route navigation convenient and effective.
- e. Latitude and Longitude of the stop: These details help to track the position of the stop on the globe and improve the route optimisation process.
- f. Driver name to be assigned (Mandatory): Each route needs to have driver who will complete the route, Once a route is created, the driver will get a notification to start the route. To know how to add a driver, refer How to add drivers manually
- g. Stop start time, stop time and Duration: if the stop has to be covered under certain timings, You can use this entry. Note that we take time in 24 hour format.
- h. Customer details like Customer Name, Phone Number, Email-id. Phone number has to be provided without the country code. The country code can be changed in the preferences section in settings separately. To change country code, refer How to change the country code. All the customer details provided are utilised to contact the customer. The live location of the driver will be sent to the customer phone number and email address.
- i. Parcel details like parcel weight, volume, dimensions, Parcel count. These parcel details are essential for the fleet manager to understand which vehicle to use and if the vehicle is able to accomodate all the parcels. To know how to provide vehicle capacity and dimensions, refer How to add vehicles in the fleet.
- j.Stop Type: Here You can mention whether the stop is Pickup/Delivery. If Pickup, You can also provide Lined Delivery. To know how to do it, refer: How to add the linked delivery while importing stops
2. Access the Import Feature: This option is available on the dashboard, select stops->upload stops. You can upload the input file from system, google drive and you can manually add the stops also. In the manual option, you follow the same procedure but instead of creating a separate file and uploading, zeo benefits you in entering the all necessary stop details there itself.
3. Select Your Spreadsheet: Click on the import option and select the spreadsheet file from your device. The file format can be CSV, XLS, XLSX, TSV, .TXT .KML.
4. Map Your Data: you’ll need to match the columns in your spreadsheet to the appropriate fields in Zeo, such as address, city, country, customer name, contact number etc.
5. Review and Confirm: Before finalizing the import, review the information to ensure everything is correct. You may have the opportunity to edit or adjust any details as needed.
6. Complete the Import: Once everything is verified, complete the import process. Your stops will be added to your route planning list within Zeo. To know how to create route once stops are imported, refer: How to create a route after stops are imported.
How to use the delivery zones feature provided, when we add a store?
Delivery Zones is a feature which once enabled, user can specify the geographic areas on the map around the store which would be serviceable.
To do this, follow the steps:
- Go to the add stores option in Settings, Click on add store. and then select Delivery Zone.
- Use the map and click on the cursor option right above the map, Now you can set any coordinate as a corner point and create a closed boundary.
- This boundary defines the store’s service range. By establishing a delivery zone, you’ve set the area for store operations. When importing stops and running optimization with this store as the start point, the resulting route will include only stops within that zone.
What if I wish to cover my optimized route stops in reversed sequence?
“Reverse stops” is a feature where the user can completely reverse the order of stops in the route.
Please note that the reverse stops feature will only work if the start and end locations provided are same.
- In order to reverse stops of the route, go to dashboard and select the route in the routes tab
- You can click on the three dots available as options on the screen and then select reverse stops.
- Now you will be able to see all your stops in route in reversed order.
How to set delivery time slot for stops?
Adding delivery time slots provides clarity for both the delivery personnel and the recipient, ensuring that deliveries are made at convenient times, reducing missed deliveries and enhancing overall customer satisfaction.
To add delivery time slots, follow below steps:
- Once a stop is added, Click on the stop to see stop details.
- You will see Option of Stop start time and Stop end timeFill in the respective time and then press save
- Now the route optimization will take your delivery time slot into consideration.
How to make an optimized route with certain stops given more priority over others?
- Once a stop is added, Click on the stop to see stop details.
- You will see a drop down of Stop priority having two options Normal and ASAP.
- Normal: This means that the stop will not be getting any priority at the time of route optimization and can be placed at any position of the optimizer route list.
- ASAP: This signifies that the stop is prioritized during route optimization, ensuring it is scheduled at the earliest feasible position within the optimized route list.
- Select the option and set it to ASAP and then press save Now Zeo will optimize the route in such a way that the stops whose priorities are set will be given more importance over others.
How to create and link pickup and delivery stops?
- Once a stop is added, Click on the stop to see stop details.
- You will see Option of Stop type Select the option and set it to Delivery/Pickup as per requirement and then press save
- Now the route optimization will consider your stop on the basis of whether the stop is delivery or pickup.
- If you wish to create a route consisting of pickup and delivery of the same parcel, you can use Linked Delivery feature
- Once the Stop type is set to Pickup, you will see the Linked Delivery option on the right of the stop, click on it, a new window will appear.
- Here, you can provide all the linked deliveries based on the pickup point. Once added, click on Link deliveries and your delivery points will be added
How to add stops in a route from favourites?
- Click on + icon on top right corner. This will open a new page to create route
- then click on favourites. Now, you can select the required stops you want to add to the route Once selected, click on add stops to route.
- Once added, click on Save and Optimize
This will create the new route from the stops marked as favourite
How to navigate to all the stops sequentially?
- Click on the + icon on the top right corner of dasboard. The create route menu will appear.
- Add stops using any of the options available and Assign driver. Once completed, click on navigate as added option and the route is created in such a way that the driver can navigate to all the stops sequentially.
How to import stops using Google sheet link?
- Prepare Your Spreadsheet: You can access the Sample file from the import stops page to understand what all details Zeo will be requiring for the route optimisation. Out of all the details, Address is marked as mandatory field mandatory details are the details that has to be filled necessarily to implement route optimisation.
Apart from these details, Zeo lets the user enter the following details:- Address(Mandatory): This is the proper address which will taken as a stop in the route You need to specify the entire address here.
- City, State, Country(Optional): These field helps in making the route navigation convenient and effective
- Street & House Number(Optional): These field helps in making the route navigation convenient and effective
- Pincode, Area Code(Optional): These field helps in making the route navigation convenient and effective
- Latitude and Longitude of the stop: These details help to track the position of the stop on the globe and improve the route optimisation process.
- Driver name to be assigned (Optional): Each stop can have an assigned driver or they can be auto assigned later, Once a route is created, the driver will get a notification to start the route To know how to add a driver, refer How to add drivers manually
- Stop start time, end time and Duration: if the stop has to be covered under certain timings, You can use this entry. Note that we take time in 24 hour format.
- Customer details like Customer Name, Phone Number, Email-Id Phone number has to be provided without the country code
- The country code can be changed in the preferences section in settings separately. To change country code, refer How to change the country code
- All the customer details provided are utilised to contact the customer. The live location of the driver will be sent to the customer phone number and email address.
- Parcel details like parcel weight, volume, dimensions, Parcel count. These parcel details are essential for the fleet manager to understand which vehicle to use and if the vehicle is able to accomodate all the parcels. To know how to provide vehicle capacity and dimensions, refer How to add vehicles in the fleet.
- Stop Type: Here You can mention whether the stop is Pickup/Delivery. If Pickup, You can also provide Lined Delivery. To know how to do it, refer: How to add the linked delivery while importing stops
- Access the Import Feature: This option is available on the dashboard, select stops->upload stops. You can upload the input file from system, google drive and you can provide your google sheet link/url. Do make your Accessibility permission for sheet enable
- Map Your Data: you’ll need to match the columns in your spreadsheet to the appropriate fields in Zeo, such as address, city, country, customer name, contact number etc
- Review and Confirm: Before finalizing the import, review the information to ensure everything is correct. You may have the opportunity to edit or adjust any details as needed
- Complete the Import: Once everything is verified, complete the import process. Your stops will be added to your route planning list within Zeo. To know how to create route once stops are imported, refer: How to create a route after stops are imported
How to Import stops with manual entry?
- Access the Import Feature: This option is available on the dashboard, select stops->upload stops. You can upload the input file from system, google drive and you can manually add the stops also. In the manual option, you follow the same procedure but instead of creating a separate file and uploading,you can enter all necessary stop details there itself
- Prepare Your manual Entries: You can access the Sample file from the import stops page to understand what all details Zeo will be requiring for the route optimisation. Out of all the details, Address is marked as mandatory field mandatory details are the details that have to be filled necessarily to implement route optimisation.
Apart from these details, Zeo lets the user enter the following details:- Address(Mandatory): This is the proper address which will taken as a stop in the route You need to specify the entire address here.
- City, State, Country(Optional): These field helps in making the route navigation more accurate.
- Street & House Number(Optional): These field helps in making the route navigation convenient and effective
- Pincode, Area Code(Optional): These field helps in making the route navigation convenient and effective
- Latitude and Longitude of the stop: These details help to track the position of the stop on the globe and improve the route optimisation process.
- Driver name to be assigned (Optional): Each stop needs to have driver who will complete the route, Once a route is created, the driver will get a notification to start the route To know how to add a driver, refer How to add drivers manually.
- Stop start time, end time and Duration: if the stop has to be covered under certain timings, You can use this entry. Note that we take time in 24 hour format.
- Customer details like Customer Name, Phone Number, Email-Id Phone number has to be provided without the country code
The country code can be changed in the preferences section in settings separately. To change country code, refer How to change the country code
- Parcel details like parcel weight, volume, dimensions, Parcel count. These parcel details are essential for the fleet manager to understand which vehicle to use and if the vehicle is able to accomodate all the parcels. To know how to provide vehicle capacity and dimensions, refer How to add vehicles in the fleet.
- Stop Type: Here You can mention whether the stop is Pickup/Delivery. If Pickup, You can also provide Lined Delivery. To know how to do it, refer: How to add the linked delivery while importing stops
All the customer details provided are utilised to contact the customer. The live location of the driver will be sent to the customer phone number and email address.
How to assign stops to the drivers automatically?
- Navigate to the dashboard and click on Stops tab Here you will find the uploaded stops. To know how to upload/import stops to Zeo, refer How to import stops from Excel
- Select the required stops by ticking the checkbox to the right of each stop, click on select All checkbox if user wishes to select all the stops.
- click on Auto-Optimize option. A new menu will appear. Click on the drivers whom you would like to assign the stops to. Click on Assign Driver.
- The auto-optimized routes are created between the drivers dividing the stops equally. If the user doesn’t want to divide stops among drivers on the basis of number of stops but the actual distance travelled by his drivers, he can select the Advanced Options and select checkbox Min Vehicle
- .Verify the details of the drivers and click on Save and Optimize
Can Zeo accommodate specific time windows for deliveries?
Yes, Zeo allows users to define time windows for each stop or delivery location. Users can input time slots in stop details indicating when deliveries must be made, and Zeo’s route optimization algorithms will consider these constraints when planning routes to ensure on-time deliveries. In order to accomplish this, follow the below steps:
- Create a route and add stops either manually or import them through an input file.
- Once the stops are added, you can select a stop, a pop-up will appear and you wil see multiple details of the stop.
- Out of those details, select stop start time & stop end time and mention the timings. Now the parcel will be delivered within these time frames.
Can routes be optimized for different vehicle types and sizes?
Yes, Zeo Route Planner allows for route optimization based on various vehicle types and sizes. Users can input vehicle specifications like volume, number, type and weight allowance to ensure routes are optimized accordingly. Zeo allows multiple types of vehicle types that can chosen by the user. This includes car, truck, scooter and bike. User can choose the vehicle type as per requirement.
For ex: a scooter has less speed and is usually used for food delivery whereas a bike has higher speed and it can be used for big distances and parcel delivery.
To add a vehicle and its specification follow the steps:
- Go to settings and Select the Vehicles option on the left.
- Select the add vehicle option available on top right corner.
- Now you will be able to add vehicle the following details:
- Vehicle Name:(Mandatory) This helps in identifying the correct vehicle at the time of assigning the vehicle to the driver for a route, If you have two cars, you can easily differentiate two cars on the basis of their names.
- Vehicle Type-Car/Truck/Bike/Scooter (Optional): This also helps at the time of assigning the vehicle to the driver for a route. For a small parcel delivery, you would not wish to assign a truck. This is also useful when the route planner will witness routes having some restrictions on the basis of vehicle type. So if you specify vehicle type, The route planner will be able to account for that and create a suitable route for that. By default, the vehicle type selected in A car.
- Vehicle Number: (Optional) This helps in identifying the correct vehicle at the time of assigning the vehicle to the driver for a route, If you have many cars, you can easily differentiate two cars on the basis of their number.
- Maximum Capacity of vehicle: (Optional)Total mass/weight in kg/lbs of goods that the vehicle can carry. This is essential to understand how many parcels can be carried by the vehicle. Please note that this feature will work only when individual parcel’s capacity is mentioned, stops will be optimised accordingly.
- Maximum Volume of vehicle: (Optional)Total volume in cubic metre of the vehicle. This is useful to know how many parcels can fit in the vehicle. Please note that this feature will work only when individual parcel’s volume is mentioned, stops will be optimised accordingly.
- Maximum Distance the vehicle can travel: (Optional)The maximum distance the vehicle can travel on a full fuel tank, this helps in getting a rough idea of the mileage of the vehicle and affordability on the route.
- Monthly cost of using the vehicle: (Optional)This refers to the fixed cost of operating the vehicle on monthly basis.
- These settings will help in optimizing routes based on your fleet’s capabilities and requirements.
- Margin Capacity: (Optional)The capacity in % of the total capacity that can be successfully utilised for parcel placement within the vehicle.
- Margin Volume:(Optional)The volume in % of the total volume that can be successfully utilised for parcel placement within the vehicle.
How can I use Zeo to optimize routes for electric or hybrid vehicles?
Zeo Route Planner offers a tailored approach for optimizing routes specifically for electric or hybrid vehicles, considering their unique needs such as range limits and recharging requirements.
To ensure your route optimization accounts for the specific capabilities of electric or hybrid vehicles, follow these steps to input vehicle details, including the maximum distance range, within the Zeo platform:
- Navigate to the settings menu and select the Vehicles option from the sidebar.
- Click on the Add Vehicle button located in the top right corner of the interface.
- In the vehicle details form, you can add comprehensive information about your vehicle. This includes:
-
Vehicle Name: A unique identifier for the vehicle.
- Vehicle Number: The license plate or another identification number.
- Vehicle Type: Specify whether the vehicle is electric, hybrid, or conventional fuel-based.
- Volume: The cargo volume the vehicle can carry, relevant for planning load capacities.
- Maximum Capacity: The weight limit the vehicle can transport, essential for optimizing load efficiency.
- Maximum Distance Range: Critically, for electric and hybrid vehicles, enter the maximum distance the vehicle can travel on a full charge or tank. This ensures that routes planned do not exceed the vehicle’s range capability, which is crucial for preventing mid-route energy depletion.
By carefully entering and updating these details, Zeo can tailor route optimization to accommodate the specific range and recharging or refueling needs of electric and hybrid vehicles. This feature is especially beneficial for fleet managers and drivers of electric or hybrid vehicles, allowing them to maximize efficiency while minimizing the environmental impact of their routes.
Does Zeo support split deliveries or pickups within the same route?
Zeo Route Planner is designed to handle complex routing needs, including the ability to manage split deliveries and pickups within the same route. This capability is crucial for users who need to optimize logistical operations, ensuring efficiency and flexibility. Here’s how this is achieved in the Zeo Fleet Platform for fleet managers:
How does Zeo adapt to real-time changes in driver availability or capacity?
Zeo continuously monitors driver availability and capacity in real-time. If there are changes, such as a driver being unavailable for a route due to shift timings or reaching vehicle capacity, Zeo dynamically adjusts routes and assignments to optimize efficiency and maintain service levels.
How does Zeo ensure compliance with local traffic laws and regulations in route planning?
Zeo ensure compliance with local traffic laws and regulations by keeping the following features:
- Every vehicle add has certain specification like range, capacity etc. that are filled by the user while adding it. So, whenever that specific vehicle is assigned for a route, Zeo makes sure that the regulation laws based on capacity and vehicle type are followed.
- On all routes, Zeo (through thrid party navigation apps) provides the appropriate driving speed under all traffic laws on the route itself so that the driver remains aware of the speed range he has to drive in.
How does Zeo support return trips or round-trip planning in fleet planning?
Zeo’s support for return trips or round-trip planning is designed to streamline operations for users who need to return to their starting location after completing their deliveries or pickups.
Here’s how you can use this feature step by step:
This feature ensures that users conducting round-trips can do so efficiently, saving time and resources by minimizing unnecessary travel. It’s particularly useful for businesses that have vehicles returning to a central location at the end of a delivery or service circuit.
How can I optimize a route for the shortest time versus the shortest distance?
Zeo route optimization attempts to provide the route with shortest distance and shortest time. Zeo also help if the user wish to prioritise certain stops and not prioritise the rest, The route optimisation takes it into consideration while preparing the route. The user can also set the preferred time slots within which the user wants the driver to reach the stop, the route optimization will take care of it.
What factors are considered by Zeo in calculating the optimal route?
Zeo considers various factors when calculating optimal routes, including distance between stops, estimated travel time, traffic conditions, delivery constraints (such as time windows and vehicle capacities), prioritization of stops, and any user-defined preferences or constraints. By taking these factors into account, Zeo aims to generate routes that minimize travel time and distance while meeting all delivery requirements.
Can Zeo suggest the best times for deliveries based on historical traffic patterns?
When it comes to planning your routes with Zeo, our optimization process, including the allocation of routes to drivers, leverages historical traffic data to ensure efficient path selection. This means that while the initial route optimization is based on past traffic patterns, we provide flexibility for real-time adjustments. Once the stops are assigned, drivers have the option to navigate using popular services like Google Maps or Waze, both of which take real-time traffic conditions into account. This combination ensures that your planning is rooted in reliable data, while also allowing for on-the-go adjustments to keep your deliveries on schedule and your routes as efficient as possible. If you have any questions or need further clarification on how Zeo incorporates traffic data into route planning, our support team is here to help!
Pricing and Plans
How to change payment method?
1. Go to Plans and Payment and click on Assign Seats to driver.
2. Now you can make the changes in your subscription and driver seats and at the time of payment, enter the new credit card details.
3. Once added , you will be asked if you want to pay through this credit card from now on or just pay for once. Select the appropriate option.
4. Now your payment details have been updated successfully.
Can I monitor my subscription usage and adjust it based on my needs on fleet platform?
To effectively monitor your subscription and manage the allocation of seats within Zeo Route Planner, simply follow these steps:
- Navigate to the Plans and Payments Section: Log into your Zeo account and head directly to the dashboard. Here, you’ll find the Plans and Payments section, which serves as the hub for all your subscription details.
- Review Your Subscription: In the Plans and Payments area, you’ll see an overview of your current plan, including the total number of seats available under your subscription and detailed information on their assignment.
- Check Seat Assignments: This section also allows you to see which seats are assigned to whom, providing clarity on how your resources are distributed among your team members or drivers.
By visiting the Plans and Payments section on your dashboard, you can keep a close eye on your subscription usage, ensuring that it continuously meets your operational requirements. This feature is designed to give you the flexibility to adjust seat assignments as needed, helping you maintain optimal efficiency in your route planning efforts.
Should you need to make any changes to your subscription or have questions about managing your seats, Zeo’s support team is readily available to assist you. We’re here to ensure that your experience with Zeo Route Planner is tailored perfectly to your business needs, offering support and guidance every step of the way.
Can I switch my subscription plan after signing up?
To adjust your subscription plan on Zeo Route Planner to better suit your evolving needs, and ensuring that the new plan starts once your current plan ends, follow these steps for both web mobile interfaces:
- Open the Dashboard: Log in to your account on the Zeo Route Planner website. You’ll be directed to the dashboard, the central hub for your account.
- Go to Plans and Payments: Look for the Plans and Payments section within the dashboard. This is where your current subscription details and options for adjustments are located.
- Select ‘Buy More Seats’ or Plan Adjustment: Click on Buy More Seats or a similar option for changing your plan. This section allows you to adjust your subscription according to your needs.
- Choose the Required Plan for Future Activation: Select the new plan you wish to switch to, understanding that this plan will become active once your current subscription expires. The system will inform you of the date when the new plan will take effect.
- Confirm Plan Change: Follow the prompts to confirm your selection. The website will guide you through any necessary steps to finalize your plan change, including acknowledgment of the transition date.
Are there discounts available for non-profit organizations or high-volume users?
Zeo may offer discounts for non-profit organizations or high-volume users, depending on the specific arrangements and agreements. For more details please reach out to customer support.
Is there a commitment period or cancellation fee for Zeo subscriptions?
No, there’s no commitment period or cancellation fee for Zeo subscriptions. You can cancel your subscription at any time without incurring any additional charges.
Does Zeo offer refunds for unused subscription periods?
Zeo typically does not offer refunds for unused subscription periods. However, you can cancel your subscription at any time, and you’ll retain access to Zeo until the end of your current billing period.
How can I get a custom quote for my specific business needs?
For a custom quote tailored to your specific business needs, you can contact Zeo’s sales team directly through their website or platform. They will work with you to understand your requirements and provide a personalized quote. Additionally you can schedule a demo for more details – https://calendly.com/zeorouteplanner/book-my-demo
How does Zeo's pricing compare to other route planning solutions in the market?
Zeo Route Planner distinguishes itself in the market with a clear and transparent seat-based pricing structure. This approach ensures that you only pay for the number of drivers or seats you actually need, making it a flexible and cost-effective option for businesses of all sizes. Whether you’re an individual driver or managing a fleet, Zeo offers tailored plans that directly align with your specific requirements.
Compared to other route planning solutions, Zeo emphasizes transparency in its pricing, so you can easily understand and anticipate your expenses without worrying about hidden fees or unexpected costs. This straightforward pricing model is part of our commitment to providing value and simplicity to our users.
To see how Zeo measures up against other options in the market, we encourage you to explore a detailed comparison of features, pricing, and customer reviews. For more insights and to find the plan that’s the best fit for your needs, visit our comprehensive comparison page- https://zeorouteplanner.com/fleet-comparison/
By choosing Zeo, you’re opting for a route planning solution that values clarity and user satisfaction, ensuring you have all the tools you need to optimize your delivery operations efficiently.
What happens to my data and routes if I decide to cancel my Zeo subscription?
If you choose to cancel your Zeo Route Planner subscription, it’s important to understand how this decision affects your data and routes. Here’s what you can expect:
- Access After Cancellation: Initially, you might lose access to some of Zeo’s premium features or functionalities that were available under your subscription plan. This includes advanced route planning and optimization tools, among others.
- Data and Route Retention: Despite the cancellation, Zeo retains your data and routes for a predetermined period. This retention policy is designed with your convenience in mind, providing you the flexibility to reconsider your decision and easily reactivate your subscription if you choose to return.
- Reactivation: Should you decide to come back to Zeo within this retention period, you’ll find that your existing data and routes are readily available, allowing you to pick up right where you left off without the need to start from scratch.
Zeo values your data and aims to make any transition as smooth as possible, whether you’re moving on or deciding to rejoin us in the future.
Are there any setup fees or hidden costs associated with using Zeo Route Planner?
When it comes to using Zeo Route Planner, you can expect a straightforward and transparent pricing model. We pride ourselves on ensuring all costs are communicated upfront, with no hidden fees or unexpected setup charges to worry about. This transparency means you can plan your subscription budget with confidence, knowing exactly what the service entails without any surprises down the line. Whether you’re an individual driver or managing a fleet, our goal is to provide clear, straightforward access to all the route planning tools you need, with pricing that’s easy to understand and manage.
Does Zeo offer any performance guarantees or SLAs (Service Level Agreements)?
Zeo may offer performance guarantees or SLAs for certain subscription plans or enterprise-level agreements. These guarantees and agreements are typically outlined in the terms of service or contract provided by Zeo. You can inquire about specific SLAs with Zeo’s sales or support team.
Technical Support and Troubleshooting
Where can I report a bug or issue with Zeo Route Planner?
You can report any bugs or issues with Zeo Route Planner directly through our support channels. This can include sending an email to our support team, or contacting us through in-app support chat. Our team will investigate the issue and work to resolve it as quickly as possible.
How does Zeo handle data backups and recovery?
Zeo employs robust data backup and recovery procedures to ensure the safety and integrity of your data. We regularly back up our servers and databases to secure offsite locations. In the event of data loss or corruption, we can quickly restore data from these backups to minimize downtime and ensure continuity of service. The user will not experience any data loss, be it routes, drivers etc. anytime while switching platforms to run the application. Users will also not experience any issue running the app on their new device.
What steps should I take if my routes are not optimizing correctly?
If you encounter issues with route optimization, there are several steps you can take to troubleshoot the problem. First, double-check that all address and route information is entered correctly. Ensure that your vehicle settings and routing preferences are configured accurately. Make sure that you have chosen “Optimize route” instead of “Navigate as added” from the set of options available for route planning. If the issue persists, contact our support team for assistance. Provide details about the specific routes and optimization criteria you’re using, as well as any error messages or unexpected behavior you’ve observed.
How do I request new features or suggest improvements for Zeo?
We value feedback from our users and actively encourage suggestions for new features and improvements. You can submit feature requests and suggestions through various channels, such as our website’s chat widget, mail us on support@zeoauto.in or directly chat with us through the Zeo Route Planner app or platform. Our product team reviews all feedback regularly and considers it when planning future updates and enhancements to the platform.
Are there any known issues or maintenance schedules users should be aware of?
Zeo regularly updates its users about any known issues or scheduled maintenance through email notifications, announcements on their website, or within the platform’s dashboard.
Users can also check Zeo’s status page and in app notifications for updates on ongoing maintenance or reported issues.
What is Zeo's policy on software updates and upgrades?
Zeo regularly releases software updates and upgrades to improve performance, add new features, and address any security vulnerabilities.
Updates are typically rolled out automatically to users, ensuring they have access to the latest version of the platform without any additional effort. For users with mobile application, they would have to enable the auto update feature for the app on their device so that the app can be updated automatically on timely basis.
How does Zeo manage user feedback and feature requests?
- Zeo actively solicits and collects user feedback and feature requests through various channels, including email, in app chat and surveys.
- The product development team evaluates these requests and prioritizes them based on factors such as user demand, feasibility, and strategic alignment with the platform’s roadmap.
- Are there dedicated account managers or support representatives for enterprise accounts?” title_tag=”h3″ schema=”faq”] The customer support team at Zeo is available around the clock to help the users. Also, for fleet accounts, the account managers are also available to help the user in the quickest time possible.
How does Zeo prioritize and address critical issues or downtimes?
- Zeo follows a predefined incident response and resolution process to prioritize and address critical issues or downtimes promptly.
- The severity of the issue determines the urgency of the response, with critical issues receiving immediate attention and escalation as necessary.
- Zeo keeps users informed about the status of critical issues through support chat/mail thread and provides regular updates until the issue is resolved satisfactorily.
Zeo Profile settings
How to change email id and password?
- Click on the user icon in the taskbar. navigate to settings.
- In settings, go to customer user profile, click on it.
- Here you can update your password by providing the new and old password.
- Please note that there are certain restrictions to the choice of password which are written on the page kindly adhere to them.
- To change the email id, you would have to contact the customer support.
How to provide a logo and name so that the customer can see the service providers logo instead of Zeo's while tracking live location
You can upload your logo and add company name on Zeo, so that whenever customer accesses the driver’s live location, your company’s logo will be visible to him on top left corner of the map.
To do so, follow below steps:
- Go to settings from User icon and select Branding option. Now you will see the upload logo option.
- Click on the option and select the logo from your system. Once uploaded, click on Update.
- Scroll down and add the name of the company. Once added, provide the color palette that corresponds to your brand, by default it is set to black.
- Now your brand logo has been uploaded and company name has been set and will be used at the time when customer will use live tracking.
Integration and Compatibility
Can Zeo be used alongside other navigation apps like Google Maps or Waze?
Yes, Zeo Route Planner can be used alongside other navigation apps like Google Maps, Waze, and several others. Once the routes are optimized within Zeo, users have the option to navigate to their destinations using their preferred navigation app. Zeo provides the flexibility to select from various map and navigation providers, including Google Maps, Waze, Her Maps, Mapbox, Baidu, Apple Maps, and Yandex maps. This feature ensures that drivers can leverage the route optimization capabilities of Zeo while utilizing the real-time traffic updates, familiar interface, and additional navigation features offered by their preferred navigation app.
What APIs does Zeo offer for custom integrations?
Zeo Route Planner offers a comprehensive suite of APIs designed for custom integrations, enabling fleet owners and small businesses to create, manage, and optimize routes efficiently while tracking delivery status and drivers’ live locations.
Here’s a summary of the key APIs Zeo provides for custom integrations:
Authentication: Secure access to the API is ensured through API keys. Users can register and manage their API keys through Zeo’s platform.
Store Owner APIs:
- Create Stops: Allows the addition of multiple stops with detailed information like address, notes, and stop duration.
- Get All Drivers: Retrieves a list of all drivers associated with the store owner’s account.
- Create Driver: Enables the creation of driver profiles, including details such as email, address, and phone number.
- Update Driver: Allows for the updating of driver information.
- Delete Driver: Permits the removal of a driver from the system.
- Create Route: Facilitates the creation of routes with specified start and end points, including stop details.
- Get Route Info: Retrieves detailed information about a specific route.
- Get Route Optimized Info: Provides optimized route information, including optimized order and stop details.
- Delete Route: Allows for the deletion of a specific route.
- Get All Driver Routes: Fetches a list of all routes assigned to a particular driver.
- Get All Store Owner Routes: Retrieves all routes created by the store owner, with filtering options based on date.
Pickup Deliveries:
Custom APIs for managing pickup and delivery operations, including creating routes with pickup and delivery stops linked together, updating routes, and fetching route information.
- WebHooks: Zeo supports the use of webhooks to notify users about specific events, allowing for real-time updates and integrations with other systems.
- Errors: Detailed documentation on the types of errors that might be encountered during API interactions, ensuring developers can effectively handle and troubleshoot issues.
These APIs provide the flexibility for in-depth customization and integration with existing systems, enhancing operational efficiency and real-time decision-making for fleet management and delivery services. For further details, including parameter specifications and usage examples, users are encouraged to consult Zeo’s API documentation available on their platform.
How does Zeo ensure seamless synchronization between the mobile app and the web platform?
Seamless synchronization between Zeo’s mobile app and web platform necessitates a cloud-based architecture that continuously updates data across all user interfaces. This means any changes made in the app or on the web platform are instantly reflected across all devices, ensuring drivers, fleet managers, and other stakeholders have access to the most current information. Techniques such as real-time data streaming and periodic polling are employed to maintain synchronization, supported by a robust backend infrastructure designed to handle high volumes of data updates efficiently. This enables Zeo attain Real time Live Location of its drivers, facilitate in app conversations and tracking driver activities(route, position etc.).
User Experience and Accessibility
How does Zeo gather feedback from users with disabilities to continually improve accessibility features?
Zeo gathers feedback from users with disabilities by conducting surveys, organizing focus groups, and offering direct ways to communicate. This helps Zeo understand their needs and improve accessibility features accordingly.
What measures does Zeo take to ensure a consistent user experience across different devices and platforms?
Zeo is dedicated to delivering a uniform user experience across diverse devices and platforms. To achieve this, we implement responsive design techniques and conduct thorough testing across a wide range of devices. This ensures that our application adjusts smoothly to various screen sizes, resolutions, and operating systems. Our focus on maintaining consistency across platforms is central to our commitment to offering a seamless and reliable experience to all users, no matter their choice of device or platform.
Feedback and Community Engagement
Does Zeo have a beta program for users to test and provide feedback on new features before general release?
Zeo is considering to introduce opportunities for users to participate in beta testing or pilot programs for upcoming features. This initiative will allow our users to experience new functionalities ahead of their official release and provide invaluable feedback to help refine these features. Users interested in being part of this process will soon find information on how to sign up through our app, website, or by reaching out to our customer support team.
How does Zeo acknowledge and reward users who contribute significantly to the community or product improvement?
Zeo acknowledges and rewards users who contribute significantly to the community or product improvement efforts. The users are rewarded through complimentary vouchers, special discount codes, etc
Is there an official forum or social media group where Zeo users can share experiences, challenges, and solutions?
Users can share their feedbacks on IOS, android, G2 and Capterra. Zeo also maintains an official youtube community where users can share experiences, challenges, and solutions. These platforms serve as valuable hubs for community engagement, knowledge sharing, and direct communication with Zeo’s team members.
What mechanisms does Zeo have in place to prioritize user feedback and feature requests?
Zeo has mechanisms in place to prioritize user feedback and feature requests. This involves evaluating the frequency and severity of user requests, assessing their alignment with Zeo’s product roadmap and vision, and considering the potential impact on user experience and performance.
Does Zeo maintain a public roadmap or feature request board where users can track upcoming developments and suggest enhancements?
Zeo welcomes customer feedback wholeheartedly and if certain feature implementation is necessary and will benefit Zeo’s customers, The team at Zeo implements it as soon as possible.
Feedback and Customer Support
What should I do if I encounter an error while adding stop fail reason reasons?
If you encounter an error, ensure that your custom reason does not exceed 35 characters and that you have not exceeded the limit of 20 reasons. If the issue persists, please contact Zeo support for assistance.
How to contact support team?
- Login to the dashboard, navigate to the chat with us option, click on it and then you will see a pop-up menu where you can type your message
- Type in your query and then the customer support team will typically get back to you within 30 minutes.
What should I do if I encounter a routing error or glitch in the fleet platform?
If you encounter a routing error or glitch in the platform, you can report the issue directly to our support team. We have a dedicated support system to address such issues promptly. Please provide detailed information about the error or glitch you encountered, including any error messages, screenshots if possible, and the steps leading up to the issue. You can report the issue on the Support page under settings, you also contact Zeo officials through the email id and whatsapp number provided on the same page.
How can users submit feedback or suggestions directly within the Zeo Route Planner fleet platform?
Submitting feedback or suggestions directly within the Zeo Route Planner fleet platform is easy and straightforward. Here’s how users can do it:1. In-App Feedback Feature: Zeo provides a dedicated feedback feature within its app or platform, allowing users to submit their comments, suggestions, or concerns directly from their dashboard or settings menu. Users typically access this feature by navigating to the Settings section within the platform, where they find an option like Support. Here, the users can provide their suggestions.
2. Contact Support: Users can also reach out to Zeo’s customer support team directly to share their feedback. Zeo typically provides contact information, such as email addresses and phone numbers, for users to get in touch with support representatives. Users can communicate their feedback via email or phone calls.
Training and Education
What online training modules or webinars does Zeo offer to help new users get started with the platform?
Zeo makes sure that any new user is given access to a lot of resources so that the user(fleet manager/driver) can understand the platform with ease. This includes:
- Book My Demo feature: here the users are given a tour of the features and functionalities that are offered at zeo by one of the service representatives at zeo.
- Youtube channel: Zeo has a dedicated youtube channel here videos about the platform features and functionalities are regularly posted.
- Blogs: Zeo posts blogs about various topics revolving around its platform on timely basis, these blogs are hidden gems for users who are very curious about every new features implemented in Zeo and wish to utilize it.
Are there instructional materials or guides available for integrating Zeo with other business systems?
Yes, Zeo provides instructional materials and guides for integrating its route planning and fleet management platform with other business systems. These resources typically include:
- API Documentation: Detailed guides and reference materials for developers, covering how to use Zeo’s API for integration with other systems, such as logistics, CRM, and e-commerce platforms. These are available on API page in settings.
- Video Tutorials: Short, instructional videos that demonstrate the integration process, highlighting key steps and best practices are available on Zeo Youtube channel.
- Customer Support and Feedback: Access to customer support for direct assistance with integrations, along with customer feedback where users can share advice and solutions.
These materials are designed to help businesses seamlessly integrate Zeo into their existing systems, improving operational efficiency and leveraging route optimization capabilities across their operations.
How can users access ongoing support or refresher courses to keep up with new features and updates?
Zeo supports users with ongoing updates and learning opportunities through:
- Online Blogs: Zeo maintains an up-to-date set of articles, guides, and FAQs for customers to explore and enhance their usage.
- Dedicated Support Channels: Direct access to customer support via email, phone, or chat.
- Youtube Channel: Zeo has a dedicated youtube channel where it posts videos corresponding to its latest features and functionalities. The users can explore them to bring in new features within their work.
These resources ensure users are well-informed and can effectively use Zeo’s evolving functionalities.
What options are available for users to troubleshoot common issues or challenges independently?
Zeo offers a range of self-help options for users to troubleshoot common issues independently. The following resources enable users to find solutions to common problems quickly and efficiently:
- Zeo FAQ page: Here, the user gets access to comprehensive set of queries and articles covering common issues, usage tips, and best practices. To visit Zeo’s FAQ page, Click here: Zeo FAQ’s.
- Youtube tutorial videos: A collection of how-to videos demonstrating key features and guiding users through common tasks and solutions is available on ZeoAuto youtube channel.
- Blogs: Users can access Zeo’s insightful blog posts covering updates, tips, and best practices to enhance user experience.
- API Documentation: A detailed information for developers on how to integrate and use Zeo’s API, including examples and troubleshooting tips is available on Zeo auto website. To view it, go to Settings->API->More Info.
Are there user communities or discussion forums where users can seek advice and share best practices?
Users can Submit their experience or seek advice directly within the Zeo Route Planner app or platform to help Zeo improve its functionality. The ways to do that are mentioned below:
- In-App Feedback Feature: Zeo provides a dedicated feedback feature within its app or platform, allowing users to submit their comments, suggestions, or concerns directly from their dashboard or settings menu. Users typically access this feature by navigating to the “”Settings”” section within the app, where they find an option like “”Support””. Here, the users can provide their suggestions.
- Contact Support: Users can also reach out to Zeo’s customer support team directly to share their feedback. Zeo typically provides contact information, such as email addresses and phone numbers, for users to get in touch with support representatives. Users can communicate their feedback via email or phone calls.
How does Zeo ensure training materials and resources are kept up to date with the latest platform features and updates?
Zeo regularly releases software updates and upgrades to improve performance, add new features, and address any security vulnerabilities keeping the training materials, resources and features up to date. Every update, ensures the users have access to the latest version of the platform without any additional effort.
Future Developments
How does Zeo gather and prioritize requests for new features or improvements from its user community?
Zeo gathers and prioritizes user requests through feedback channels like in-app support, app reviews, and customer support. Requests are analyzed, categorized, and prioritized based on criteria like user impact, demand, strategic fit, and feasibility. This process involves cross-functional teams including the members from engineering, product management, design, customer support, and marketing. Prioritized items are integrated into the product roadmap and communicated back to the community.
What are the upcoming technology trends that Zeo is exploring to enhance route planning and optimization?
Zeo is exploring trends like Artificial Intelligence (AI) and Machine Learning (ML) for dynamic optimization and route customizations. These innovations aim to enhance route efficiency, user experience, and scalability in its planning and optimization.
How frequently does Zeo release updates, and what is the process for ensuring these updates are seamless for users?
Zeo delivers updates weekly or monthly, adapting to user needs, new feature development, or bug fixes. Our seamless update process encompasses rigorous testing, gradual deployment, user communication, and feedback analysis, ensuring a smooth transition and preserving the user experience.
Does Zeo have a product innovation team dedicated to researching and developing new functionalities?
Yes, Zeo has a product team dedicated to researching and developing new functionalities. This team focuses on identifying emerging trends, exploring new technologies, and conceptualizing features that can enhance the user experience, improve efficiency, and open up new markets. Their work is crucial for ensuring Zeo stays at the forefront of route optimization technology and continues to meet the evolving needs of its users.
How does Zeo balance user requests for new features with maintaining the stability and usability of the platform?
Zeo balances user requests for new features with platform stability by prioritizing based on value and feasibility, conducting extensive testing for quality assurance, using a scalable architecture to support growth, gathering ongoing user feedback, and implementing feature flags for gradual rollouts. This approach ensures innovation without compromising on performance or usability.
Are there partnerships or collaborations in the works that may influence Zeo's future direction?
Zeo is expanding its integration capabilities with CRMs, web automation tools (such as Zapier), and e-commerce platforms utilized by customers to streamline processes and reduce manual effort. Such partnerships are aimed at enhancing product offerings, expanding market reach, and driving innovation to meet evolving user needs and industry trends.
What steps does Zeo take to ensure future developments align with user needs and industry trends?
Zeo ensures future developments align with user needs and industry trends by actively collecting user feedback, conducting market research, forming strategic collaborations, utilizing cross-functional teams by including the members from engineering, product management, design, customer support, and marketing and regularly updating its product roadmap. This approach helps Zeo stay responsive to user demands and industry shifts, ensuring continuous innovation and relevance.