Planner

Learn to plan your routes easily and comfortably

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39 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

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 customers

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 Zones or 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

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

Download reports from Analytics

Written by Manuel Sagarra
Updated over a week ago