Route Plans

Route Plans module lets you create journey plans, sometimes called beat plans, and assign them to employees for specific days, and lets employees complete route plans assigned to them.

A route plan consists of a an ordered list of customers, duration (defaults to 1 day), and minimum number of customers to be met for an assigned route plan to be considered complete.

Route Plans module helps you to:

  • Plan your journeys
  • Proactively meet customers for improved customer satisfaction.
  • Optimize the order in which you would like to meet the customers, to reduce resource wastage (such as time, fuel, energy, and money)
  • Achieve better customer coverage
Note: While Route Plans and Day Plans helps you achieve same end goals, use Route Plans if:
  • Your business relies on reusable journey plans that change less frequently
  • The plan duration is more than one day