Using Planner View

Team RoadWarrior's route planner is a core feature for the day to day work of many dispatchers. This is where you add stops, view and plan out routes on the map, and finalize routes with optimizations and customized settings.

The planner view

Web Features

There are a number of differences between Team's web-based planner and the planner in the mobile apps.

Planner Tabs

A key difference is the ability to have multiple routes open at once, with each route shown as a tab across the top of the web planner. You can switch rapidly between routes by clicking a tab and easily close open routes by tapping the [x] on the right of each tab.

Warrior Tip: If a driver is assigned to a route, we show a small thumbnail of their profile image in the tab.

View Driver Location

If you have drivers assigned to active routes (meaning a route that is currently being completed), you will see a truck icon on the map representing the approximate location of that driver.

Driver location is updated every few minutes by requesting GPS data from the driver's mobile device. Progress tracking requires that the drivers have their mobile apps open and location permissions must be enabled for RoadWarrior. If you are viewing the Route that a Driver is currently running, the truck icon will be colored, otherwise it will be grey.

Adding Stops

What's a Route without its Stops? Read below to find out the different ways you can add locations to your routes.

The first option is to search for a location by using the search feature (the text box in the upper left corner of the map). Type in an address and select from the auto-completed results to add that location as a stop on your route.

Search

Warrior Tip:You can also select to save a location as a favorite or to set the location as the starting point for your route.

Long-press to drop a stop anywhere

Click-and-hold at any spot in the map that you want to add as a stop. The site will display as a set of coordinates, which you can name as needed for easy identification.

Search

Add from Favorites

To add Stops from favorites, you can multi-select one or more favorites in the list (tap the circle icon on the left-side of an item to enter multi-select mode) and then tap Add to Route at the top.

Multi select favorites

Finalize Route and Optimizing

Click the Finalize Route button at the bottom of the screen when you are ready to optimize your route. A pop-up menu will appear, where you can update route attributes such as travel mode, route avoids, and your starting point and time.

Get Route

To manually order your stops, click the Manual Order button in the upper right corner, then click and drag the stops to your preferred order.

Set Manual Order

When you're happy with your settings, click Optimize or Calculate (for manually ordered routes) at the bottom of the dialog to finalize your route.

Filtering and Sorting Locations

You can filter and sort your stops and favorites by clicking the two highlighted icons on the top right. This is often useful if you have a lot of locations and need to narrow down the ones that are applicable to the specific route.

Filter and Sort buttons

Clicking the filter icon (funnel) will open a panel showing a variety of different filtering options. You can use the filter text box to search for a stop or favorite by name or use specific stop and favorite options to filter by status, distance, or hashtag.

Clicking the sorting icon (bars) will open a drop-down menu that allows you to sort how your listed stops and favorites by different criteria.

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