7 Features to Look for in a Route Planning Software

7 Features to Look for in a Route Planning Software, Zeo Route Planner
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You are looking to make your operations more efficient and considering investing in a route planner. Great! You are thinking in the right direction.

But as you start researching for the perfect route planner for your business, you realize that there is a myriad of options available in the market. You are left confused and finding it difficult to make a choice.

You need not worry! We are here to help you out. We have created a list of 7 features that are an absolute must-have in any route planner.

7 Features to Look for in a Route Planning Software

1. Ease of importing customer data

A route planning software should allow you to upload volumes of customer data in multiple formats like .csv, .xls, .xlsx, .txt, or from a google sheet. It should also enable importing of customer data from any e-commerce platform. Zeo route planner can be seamlessly integrated with Shopify and Wix so that all orders and customer data are directly imported to Zeo.

Book a quick 30-minute demo call to understand how Zeo can be the perfect route planner for your business!
Read more: Import multiple stops from Excel

2. Real-time driver tracking

A good route planner should give you visibility of the driver’s live location. It allows you to calculate accurate ETAs and respond quickly in case of any delays. It also helps you keep a check on the drivers so that they don’t take any unnecessary detours leading to delayed deliveries and an increase in fuel costs.

3. Delivery time window

A route planner that allows you to add constraints like delivery time windows helps you further optimize the route. It is essential for the route planner to have this capability as the customers want deliveries in specific time slots as per their convenience. Not having this feature would mean deliveries will be scheduled at any time of the day leading to missed deliveries.

Ensuring that deliveries are made at customers’ preferred time slots would increase customer satisfaction as well.

4. Real-time updates to the route

The route planner should be able to update the route in case of any unforeseen circumstances on the road. You should also be able to add or remove the stops even after the driver has left for the route. The driver will be notified of the updated route.

5. Data analysis

A route optimization software should have data reporting capabilities. The reports give you visibility into the efficiency of the routes and if all your customers are getting their deliveries on time. Using the reports you can identify any bottlenecks in any particular route and make changes accordingly.

6. Proof of Delivery

A route planner which offers the recording of electronic proof of delivery saves you the hassle of maintaining proof of delivery in physical paper form. Electronic proof of delivery can be captured in the form of digital signatures by the customer or by the person who has accepted the delivery. As an alternative, the driver can also click a picture of the parcel when it was delivered. It serves as a confirmation from the customer that the delivery was received.

In case a customer is not available at the time of the delivery, the driver can keep the package at a safe place as told by the customer and send the picture to the customer.

The signature of the picture will be stored in the system and can be accessed anytime. In case a customer claims that the delivery was not made, the proof of delivery can be used to resolve the issue quickly.
Read more: How can electronic Proof of Delivery help you in the reliability of your delivery business?

7. Skill-based job assignment

Advanced route optimization software like Zeo enables skill-based job assignment. In case your industry, for example, health care or construction requires the representatives to have certain skills, then you can optimize the route accordingly. You can map the skills of the drivers/client service representatives in the dashboard. They will be matched as per the service required at the customer’s address.

This ensures that the person with the right skills is sent to the customer and the customer’s request is fulfilled without any hassle.

Read more: Skill Based Job Assignment

Conclusion

Your business needs a route planner that is easy to use and has helpful features. It’s not difficult to choose a route planner once you know the features you should be looking for in a route planner. This list should come in handy while making the final decision.

Sign up for a free trial of Zeo Route Planner now!

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    How to Create Route?

    How do I add stop by typing and searching? Web

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

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

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

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

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

    How do I import stops from an image? Mobile

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

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

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

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

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

    How do I add a using a QR Code? Mobile

    Follow these steps to add stop using QR Code:

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

    How do I delete a stop? Mobile

    Follow these steps to delete a stop:

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