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RouteSavvy Mobile App -User Guide

RouteSavvy Mobile App – User Guide

The RouteSavvy mobile app is designed to work in conjunction with the
RouteSavvy web application to complete routes, mark stops complete, send
automated notifications, capture signature and photo for Proof Of Delivery
(POD), GPS tracking and capture of fixed locations.
 

The RouteSavvy mobile app is designed to work in conjunction with the RouteSavvy web application for GPS tracking and visualization. This includes seeing current position of phones being tracked, phone history (aka bread crumbs), and data export. These also can allow RouteSavvy users to compare a route planned with RouteSavvy to the actual route driven.

Android and iOS devices are both supported. If you have questions or issues please email support@routesavvy.com

RouteSavvy GPS Fleet Tracking Tech Overview | RouteSavvy.com by OnTerra Systems USA

Benefits

  • Quick setup
  • Easy to use
  • Signature and photo capture for Proof Of Delivery (POD)
  • GPS tracking
  • Fixed locations capture
  • Live, real-time email delivery confirmation
  • Send a planned route from RouteSavvy web application directly to the mobile device
  • See current locations and history (up to 1 week of data in the past month)
  • Compare planned routes to actual routes driven
  • Mobile app optimized to reduce battery usage
  • Low cost

To Get Started

  1. Search the Android Play or Apple iTunes store for RouteSavvy (IMPORTANT NOTE – The RouteSavvy mobile apps are free, so avoid any similar apps asking for payment).
    Example from Google Play for Android devices
         
  2. Install RouteSavvy app and open
  3. In the RouteSavvy mobile app Settings, copy the Device ID from each phone you want to track. You can find your device ID in your Settings section.
  4. Login to the RouteSavvy web app or sign up at https://www.routesavvy.com/routesavvy-free-trial/
  5. After login to RouteSavvy web app, click the Tracker tab and Setup Phone for Tracking with the 5-digit Device ID. Enter a unique Name and select Add
  6. All Phones will then be shown in the Phone List in the Tracker tab
  7. Navigate to the Route Planner tab and select the route you wish to send to a mobile device, then navigate to the Directions tab.
  8.  Once you are at the Directions tab, click the Mobile button, scroll to the bottom of the Send to Mobile dialog box, choose your device, and click Next.
  9. You will see a confirmation dialog to let you know that the route has been sent.
  10. Once the route has been sent, it is now visible on the mobile device in the RouteSavvy app.  For each stop you can press the Google or Waze icon to open the address in the respective app.
  11. Press on the address itself to mark the stop as complete.  At the next screen, press the “Mark Stop Complete” button.
     
  12. On the next screen, you can add notes and enter signature and photo Proof Of Delivery (POD).  Press the Save button to upload your information.
  13. Please note that IF your stop has an email address in the Note 5 field in RouteSavvy, that email will be sent a delivery confirmation when the stop is marked complete.  You can email multiple email addresses by adding a list of addresses separated by semicolons.
  14. Some of the content of the delivery confirmation email can be configured within RouteSavvy from the Project tab.  Press the Edit Settings button to access this.
     
  15.  Also, at any time, press the “+” icon at the bottom of the screen to add a Fixed Location.  A fixed location is a location that you want to bring to the attention of the route planner back in the office, so you might note the location of a company-owned asset, or a prospective customer that is not yet in the system.  Press the Save button to upload the Location Name, coordinates, and any notes, signature, or photo that was captured.
      
  16. Now that Completed Stops and Fixed Locations have been uploaded from the Mobile App, it’s easy to download this information into RouteSavvy in your web browser. On the Map tab, the Down Arrow icon will import any Fixed Locations, and the Phone icon will import Completed Stops.

    Press “Show” to download your stops and display them on the map.  This will also create a new folder on the Map tab.

  17.  Once the stops are downloaded, click the wrench icon next to the folder name, and then Folder Properties.

    This will allow you to save a copy of the Proof Of Delivery (POD) confirmations in a .PDF format.
  18. You can also return to the Tracker tab and click on each Phone to see additional actions. Most actions are self-explanatory, i.e., to change the phone current location icon, choose Phone Properties etc. The Export Phone History as CSV option will allow you to download a spreadsheet of all GPS data, including virtual odometer that you can use to evaluate miles driven.
  19. To adjust history (up to 1 week of data in the past month), change the start and end dates. RouteSavvy Tracker uses activity types to try to separate the type of tracking. By default, RouteSavvy Tracker only shows In Vehicle and Still activities. But if you want to see movement to and from vehicles etc., select On Foot. A stop icon will be show if the device is stationary for more than 2 minutes.

Advanced Settings and Support

The RouteSavvy Tracker mobile app has a number of advanced settings for beta testing. Most of these should not be adjusted without consulting the RouteSavvy team.

Send Location to Server –  This setting allows you turn of GPS tracking on a phone for privacy or if the app is not being used, i.e. on weekends. To resume tracking, just find RouteSavvy mobile app in your list of apps and open.

If you are having issues with the RouteSavvy mobile app, choose the Send Log to Server option in the advanced settings and contact support@routesavvy.com for support.