Export your Routes to Excel

You can export your entire route to an Excel sheet. There are a few reasons why you’d want to do this, but two common ones are:

You hand them out to your Drivers.
You import them back into your CRM.

You can do this by clicking on Export Routes:

You can choose from several file/folder types:

Export to Excel file - an Excel file of your routes
Export to Excel with Proofs of Delivery - an Excel file of your routes with a folder filled with the Proof of Delivery items
Export to CSV file - a CSV file of your routes
Export to CSV file with Proofs of Delivery - a CSV file of your routes with a folder filled with the Proof of Delivery items

When exporting with Proofs of Delivery, you will also receive any notes, signatures or pictures captured by the Driver when using the Mobile 360 feature on the Route Manager Mobile App.

The export itself is very straightforward (samples are included below), but there are some items worth spending some extra time on.

You’ll of course have the name of the customer/business you visited, address, service time, and any other characteristics of the Orders you uploaded.

But you’ll also get metrics information about the plan to review - though some (like Time in and Time Out) are only available if you have our Route Manager 360 package.

Vehicle	The Vehicle that visited the Order.
Driver	The Driver that served the Order.
Date	The date the Order was visited.
Step Number	The sequence of Orders for that Vehicle on that day.
Stop Number	The number of stops up to each Order. The same address with multiple Orders is considered one stop.
Order Number	The Order ID assigned to this Order in Route Manager (1.1, 1.2, etc).
Current Schedule	The time Route Manager estimates the Vehicle/Driver will arrive based on check-ins from the Route Manager Mobile App.
Planned Vehicle	The Vehicle that was originally assigned to this Order when the plan was built. This can differ from "Vehicle" if you needed to change the plan while the routes were being run.
Planned Schedule	The original time that was assigned to this Order when the plan was built (different than the “Current Schedule”)
Type	P ickup, Delivery, Service
Time In	The time that the Driver checked into that Order in the Mobile App
Time Out	The time that the Driver checked out of the Order
Auto Time In	The time that Route Manager believes your Driver arrived based on the GPS location collected from the Mobile App
Auto-Time Out	The time that Route Manager believes your Driver departed based on the GPS location collected from the Mobile App
Status	The message your Driver passed on to you about the Order Done Mark to Reschedule
Status Time	The time the Driver marked this status
Name	The name you assigned this Order
Address	The address of the Order
Latitude	The exact latitude of the Order. Useful if you want to store for a quicker upload
Longitude	The exact longitude of the Order. Useful if you want to store for a quicker upload
Distance to Next	Will say "Mi" if miles or "KM" if kilometers. This is only present until the order is completed, and is the distance from one Order to the next.
Drive Time to Next	The Driving Time from one Order to the next.
Idle Time Here	The amount of Idle Time (time spent not driving or servicing an Order) spent waiting at an address.
Distance Left	Will say "Mi" if miles or "KM" if kilometers. Distance left until route completion. This is only present until orders are completed.
Total Working Time	The total Working Time (time spent driving + service time at each Order) a Vehicle was projected to have.
Driving Time Left	Remainder of planned Driving Time left on route.
Idle Time Left	Amount of Idle Time left in the current route.
Total Service Time	The total amount of time spent at each Order in this route plan.
Total Stops	Amount of times your Vehicle must stop (Example: 2 Orders at one address is one "Stop")
Total Orders	Total number of Orders planned for this vehicle.

Notes

Notes you put in the Order for a Driver to look at

Vehicle Tags	Tags assigned to a Vehicle in this route plan
Required Tags	Any required tags you assigned to an Order
Banned Tags	Any banned tags you assigned to an Order
Service Time	The amount of time (service time) you assigned to an Order
Driver Notes	Notes your Driver sent back to you through the Route Manager Mobile App
Load (name)	The load unit(s) for each Order. The column will be named "Load" and then have the name of your unit after
Custom Fields	These will be any custom fields you brought into Route Manager and will keep the same name you gave them. You may have up to 20.
Time Window Start	The earliest you could arrive at an Order. You may also have a second time window start.
Time Window End	The latest you could arrive at an Order.You may also have a second time window end.

If you have a Territory in your account that works past midnight you will have 7 additional columns in your export to account for the two different days your Orders can be served on.

Current Schedule Date	The date that Route Manager projects the Order will be served on after check-in and check-outs from the Mobile App
Planned Schedule Date	The date that Route Manager scheduled your Order to be served
Time In Date	The date that your Driver checked into an Order
Time Out Date	The date that your Driver checked out of an Order
Auto Time In Date	The date that the Route Manager Mobile App detected your Driver arrived at an Order
Auto Time Out Date	The date that the Route Manager Mobile App detected your Driver departed an Order
Status Date	The date that the Driver sent back a status update about an Order

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Export your Routes to Excel