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Planner
Planner

Learn to plan your routes easily and comfortably

Pablo Martinez avatarVanesa Flores avatarManuel Sagarra avatar
By Pablo and 3 others4 authors43 articles

Data load


How to create stops
Create stops from scratch
Create stops using an Excel file
How to create vehicles 🚚
Create vehicles in a plan
Create vehicles using Excel file
Create vehicles from Drivers section
Insert compatible phone numbers in Excel
How to upload coordinates
How to organize Excel files so that it is compatible with SmartMonkey?
Project Location
Hourly updates in a schedule
Depots

Manage and modify your plans


Balance stops for a plan
Balance stops
Modify the order of your stops
Reverse the order of your route
How to move a plan stop
Status of your plans
Plan execution date

Sending the plan to the drivers


How to send the plan link to your drivers
Send the plan link via Whatsapp to your drivers

Tasks


How tasks are used
How to create tasks using an Excel file
How to create a task
How do barcodes work
Types of barcodes
How the reports work

Types of optimization


How Pick-up & Deliveries works
Route planning through Polygons
How to select the transport mode

Download your data


Export your data 📥
Data report download
Export stops
Download reports from Analytics
Reports

Analytics


Analytics
Daily summary

Route monitoring


How route monitoring works?
How to know at what time a stop will take place
Stops status

Add a name


How to activate login access to your drivers
How to associate a phone to a vehicle
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