# Plan and Optimise — Routelink Source: https://routelink.app/product/plan/ Route Planning # Turn a list of stops into routes you can run Plan from a depot, auto-assign work, optimise stop order, then drag-and-drop until the board matches the day. [Start Free Trial](https://dashboard.routelink.app/register) ## One board per depot and day Every route starts and ends at a depot. Switch depot and date, add empty routes, and assign a vehicle and device before you send. ![Route planner board for a depot and day](https://routelink.app/_astro/plan.DlyyHTFJ_Z1PMooe.webp) ### Depot first A warehouse, shop or yard. Multiple depots are supported; you switch in the planner. Copy or move stops when the work belongs somewhere else. ### Then the vehicle Give each van, bike or car a record. Optional weight and volume limits show up as totals — and warnings — on the route. ## Auto-plan, then edit Send unassigned, geocoded stops out across selected devices in one click. Optimise a run, then drag until it is right. ![Optimised delivery routes on the planner](https://routelink.app/_astro/hero.BlMcAOzF_ZA4NXF.webp) ### A first cut in one click Auto-plan uses a geographic sweep from the depot. Cap stops per route if you need to. Anything without coordinates stays unassigned. ### Then make it yours Optimise a single route to resequence it. Drag between Unassigned and routes, or drop a stop onto a new run. ## Fit the work to the fleet See items, price, volume and weight per route. Draw zones to filter work. Export a trip sheet if you still need paper in the cab. ![Route totals and capacity on the planner](https://routelink.app/_astro/hero.BlMcAOzF_ZA4NXF.webp) ### See an overload before you dispatch The board totals each route. Overload is flagged in amber. Limits are warnings — they do not silently split the work. ### Zones for filtering, paper for backup Draw polygons, group them, filter Inbox and reports. Print a PDF trip sheet when a driver still wants a sheet. [ Integrate ## Intake Orders Spreadsheet, store, or your own system — stops land in one inbox, geocoded, ready to plan. ](https://routelink.app/product/intake)[ Drivers and proof ## Dispatch and Deliver Each device gets a PIN-protected browser link. Drivers navigate, complete, and capture proof — no app store. ](https://routelink.app/product/dispatch)[ Tracking and notifications ## Track and Notify A branded tracking page instead of a phone call. Live overview while the day runs. Analytics when it is over. ](https://routelink.app/product/track) ## Inbox The holding area for stops that are not on a day’s board yet. * Search, sort, paginate and toggle columns * Filter by zone or zone group, and save named views * Open a stop or find it on the map from the list * Bulk move, copy or delete * Show quantity, price, volume and weight totals [Intake Orders](https://routelink.app/product/intake) ## Spreadsheet import Upload a CSV or Excel file and turn rows into stops. * Download a template, then upload .xlsx or .csv * Name and address required; phone, email, reference, notes, quantities, weight and volume optional * Preview the grid, edit or drop rows before import * Extra columns are ignored [Intake Orders](https://routelink.app/product/intake) ## Online stores Shopify and WooCommerce orders become tasks, with address, contact and order number. * Shopify pushes orders in as tasks * WooCommerce can webhook on order created, or pull via REST * Import from an integration with a date range from Inbox or Plan [Intake Orders](https://routelink.app/product/intake) ## Custom integrations Connect the system that already holds your orders, without a spreadsheet in between. * Push tasks to a Routelink URL, pull from your endpoint on a schedule, or sync by hand * Zapier when you want a lightweight workflow * Business plan for custom integrations [Intake Orders](https://routelink.app/product/intake) ## Geocoding Addresses are looked up on import so stops land on the map before you plan. * Lookup on import; supply lat/lng to skip it * Failures and weak matches stay flagged * Fix the address or drop a pin; coordinates stick * Stops that never geocode cannot be auto-planned [Intake Orders](https://routelink.app/product/intake) ## API Build a direct connection from your systems to Routelink. * Create and update tasks from your own stack * Use webhooks for automations on delivery events * Available on the Business plan [Intake Orders](https://routelink.app/product/intake) ## Route planner A board per depot and day: unassigned work on one side, driver-ready routes on the other. * Switch depot and date * Add empty routes, assign a vehicle and a device * Confirm when a run is ready, or keep it on the board * Board and list views [Plan and Optimise](https://routelink.app/product/plan) ## Depots Every route starts and ends at a depot — warehouse, shop or yard. * Multiple depots, switched in the planner * Routes are planned per depot and date * Copy or move stops to another depot [Plan and Optimise](https://routelink.app/product/plan) ## Auto-plan Send unassigned, geocoded stops out across selected devices in one click. * Optional cap on stops per route * Geographic sweep from the depot, then nearest neighbour * Stops without coordinates are left unassigned [Plan and Optimise](https://routelink.app/product/plan) ## Route optimisation Resequence a single route for the shortest path back to the depot. * Optimise one route at a time * Depot at the start and end * Drag-and-drop stays available after you optimise [Plan and Optimise](https://routelink.app/product/plan) ## Drag and drop Move stops between Unassigned and routes, or reorder a run, until the board matches the day. * Drag between Unassigned and routes * Drop onto Add Route to start a new run * Copy or move work to another depot or date * Disabled on touch and while a route is optimising [Plan and Optimise](https://routelink.app/product/plan) ## Vehicles Give each van, bike or car a record, then assign it to a route. * Optional max weight (kg) and volume (L) * Assigned per route on the board * Import from a telematics integration where you have one [Plan and Optimise](https://routelink.app/product/plan) ## Capacity See items, price, volume and weight per route before you dispatch. * Totals on the board for each route * Overload flagged in amber * Limits are warnings — auto-plan does not split by weight or volume [Plan and Optimise](https://routelink.app/product/plan) ## Zones Draw polygons on the map and use them to filter work. * Draw zone polygons; group them * Filter Inbox and the task map by zone * Auto-plan does not assign by zone [Plan and Optimise](https://routelink.app/product/plan) ## Trip sheets Export a printable PDF of a route when you still need paper in the cab. * PDF trip sheet per route * Backup for drivers without a phone, or as a paper trail [Plan and Optimise](https://routelink.app/product/plan) ## Device links Each device gets a unique browser URL. No app store, no install. * Name a device after a driver, a vehicle, or Van 1 * Confirming a route puts it on that phone and can SMS the link * One device can run more than one route in a day * Delete the device and the link dies [Dispatch and Deliver](https://routelink.app/product/dispatch) ## PIN protection A PIN unlocks customer details on the device link. * Share the PIN separately from the URL * Change it if a phone goes missing * Rate limiting on guesses * Bookmark the link or add it to the home screen [Dispatch and Deliver](https://routelink.app/product/dispatch) ## Navigation Open Google Maps driving directions to the stop from the device. * Opens Google Maps to the stop coordinates * List or map of the day’s routes * Contact, address, notes and items you choose to show [Dispatch and Deliver](https://routelink.app/product/dispatch) ## Start, complete, fail Drivers start a stop, complete it, or mark it failed — and retry later if they need to. * Start can notify the customer they are on the way * Optional: enforce planned stop order within a route * Failed stops stay on the plan so you can send them out again [Dispatch and Deliver](https://routelink.app/product/dispatch) ## Proof of delivery Capture a name, sign-on-glass, photos and notes at the door. * Recipient name, signature, photos and notes * Require the fields you care about to complete * Timestamped with device location [Dispatch and Deliver](https://routelink.app/product/dispatch) ## Failed stops Record why a stop did not happen, with a reason, note or photo. * Default reasons: recipient not available, cannot find address, no time, no parking, other * Custom reason list on Professional and Business * Require a note and/or photo on fail [Dispatch and Deliver](https://routelink.app/product/dispatch) ## Subcontractors Onboard extra drivers for a peak without an app install or a long setup. * A new device is a link and a PIN * Delete the device when the job is done * No store review, no extra login [Dispatch and Deliver](https://routelink.app/product/dispatch) ## Tracking links Every stop gets a branded page with status — no app, no login. * Logo or company name from General Settings * Status, address and a timeline from planned through delivered or failed * Put the link in email, SMS or WhatsApp * The page still opens after delivery [Track and Notify](https://routelink.app/product/track) ## Live map and ETA Once the driver has started the stop, customers can track them on the map. * Map updates as the driver moves * Optional clock-time ETA * Optional speed cap for ETA, and approximate location instead of exact * Live driver tracking on Professional and Business [Track and Notify](https://routelink.app/product/track) ## Email notifications Branded email when a stop is scheduled, on the way, delivered or failed. * Configurable triggers and wording * Include the tracking link * Needs an email on the stop [Track and Notify](https://routelink.app/product/track) ## SMS notifications Short messages for the moments customers actually read — usually “on the way”. * Same triggers as email * Needs a mobile number on the stop * Billed at cost from the SMS provider [Track and Notify](https://routelink.app/product/track) ## WhatsApp notifications Delivery updates on WhatsApp through an integration, using templates you have approved. * Map Routelink triggers to WhatsApp templates * Needs a mobile number on the stop * Optional message-the-driver on the tracking page while the stop is in progress [Track and Notify](https://routelink.app/product/track) ## Customer feedback After the drop, customers can leave a rating and comment on the tracking page. * Optional reviews on the tracking page * Rating and comment after complete [Track and Notify](https://routelink.app/product/track) ## Live overview Watch confirmed routes by depot and device, with live stop status and driver positions. * Pick a date and which depots to include * Progress per device, including unassigned routes * Map of tasks, depots and devices with a location * Updates as stops and locations change — it does not re-plan the day [Track and Notify](https://routelink.app/product/track) ## Analytics Look back over a date range at volume, completed vs failed work, and where stops landed. * Task-count chart by day, week or month * Efficiency table: attempted, completed, failed, plus quantity, weight, price and volume * Summarise by route, date, device or depot; download CSV * Task map with markers, zones or a heatmap [Track and Notify](https://routelink.app/product/track)