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Planner
Planner
Learn to plan your routes easily and comfortably
+1
42 articles in this collection
Written by
Pablo Martinez,
Xavier,
Vanesa Flores
and 1 other
Data load
How to create stops
What are the stops, customers and how to create them
Written by
Pablo Martinez
Updated over a week ago
Create stops from scratch
Written by
Pablo Martinez
Updated over a week ago
Create stops using an Excel file
We show you how to create or modify your file so that you can incorporate your stops correctly
Written by
Pablo Martinez
Updated over a week ago
How to create vehicles
What are vehicles and how to create them
Written by
Vanesa Flores
Updated over a week ago
Create vehicles in a plan
Written by
Pablo Martinez
Updated over a week ago
Create vehicles using Excel file
We show you how to register the data of your vehicles in Excel so that it is compatible with the optimizer
Written by
Pablo Martinez
Updated over a week ago
Create vehicles on the Assets page
Written by
Pablo Martinez
Updated over a week ago
Insert compatible phone numbers in Excel
Written by
Pablo Martinez
Updated over a week ago
How to upload coordinates
Written by
Pablo Martinez
Updated over a week ago
How to organize Excel files so that it is compatible with SmartMonkey?
Simple indications that will ensure the optimization of your plan!
Written by
Xavier
Updated over a week ago
Project Location
Placing the location of your projects will be very useful for planning your stops
Written by
Pablo Martinez
Updated over a week ago
Hourly updates in a schedule
Written by
Pablo Martinez
Updated over a week ago
Set a duration time for your stops
Define the duration of your stops so that the schedules of your vehicles are as accurate as possible.
Written by
Manuel Sagarra
Updated over a week ago
Depots
Learn what are depots in Planner and how to use them in your planning.
Written by
Manuel Sagarra
Updated over a week ago
How to create a break for your drivers
Written by
Manuel Sagarra
Updated over a week ago
Manage and modify your plans
Balance stops for a plan
Balance all stops among vehicles
Written by
Pablo Martinez
Updated over a week ago
Balance stops
Written by
Manuel Sagarra
Updated over a week ago
Modify the order of your stops
Make changes to the order of your stops
Written by
Pablo Martinez
Updated over a week ago
Reverse the order of your route
Written by
Manuel Sagarra
Updated over a week ago
How to move a plan stop
Written by
Pablo Martinez
Updated over a week ago
Status of your plans
Know the different status that your plans can have.
Written by
Manuel Sagarra
Updated over a week ago
Drivers login
How to activate login access to your drivers
Written by
Pablo Martinez
Updated over a week ago
How to associate a phone to a vehicle
Written by
Pablo Martinez
Updated over a week ago
Sending the plan to the drivers
How to send the plan link to your drivers
Written by
Pablo Martinez
Updated over a week ago
Send the plan link via Whatsapp to your drivers
Written by
Pablo Martinez
Updated over a week ago
Tasks
How tasks are used
Within the same stop, indicate the different tasks or stops you need
Written by
Pablo Martinez
Updated over a week ago
How to create a task
Written by
Pablo Martinez
Updated over a week ago
How do barcodes work
Learn how to use the barcode reader
Written by
Pablo Martinez
Updated over a week ago
Types of barcodes
Select the barcode you need in your operation
Written by
Pablo Martinez
Updated over a week ago
How the reports work
Learn to use the reports
Written by
Pablo Martinez
Updated over a week ago
Assets
What are Assets: vehicles and clients?
Manage your planning database comfortably
Written by
Pablo Martinez
Updated over a week ago
How to create clients
What are clients and how to create them
Written by
Pablo Martinez
Updated over a week ago
How to save stops as clients
Make your stops part of your customer database
Written by
Pablo Martinez
Updated over a week ago
Types of optimization
How Pick-up & Deliveries works
Learn to use the Pickup & Deliveries functionality easily
Written by
Pablo Martinez
Updated over a week ago
Route planning through Polygons
Learn to optimize your routes by zones or polygons
Written by
Pablo Martinez
Updated over a week ago
How to select the transport mode
Written by
Pablo Martinez
Updated over a week ago
Download your data
Data report download
Export the results of your plan
Written by
Pablo Martinez
Updated over a week ago
Export stops
Learn how to download your stops with their data.
Written by
Manuel Sagarra
Updated over a week ago
Download reports from Analytics
Written by
Manuel Sagarra
Updated over a week ago
Reports
Discover the Reports and how to export them.
Written by
Manuel Sagarra
Updated this week
Analytics
Analytics
Discover all the data about your plans, vehicles and stops in our new Analytics section.
Written by
Vanesa Flores
Updated over a week ago
Daily summary
Written by
Manuel Sagarra
Updated over a week ago