What Customers Are Saying

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Monday
Mar282016

RouteSavvy Territories Release

We have released the new RouteSavvy Territory Creation features into production which concludes the beta trial period. If you were part of the the group that tried the beta thanks for your feedback, you can switch back to production to access these great new RouteSavvy features. If you are interested in trying the new territory features sign up for a free trial.

Thanks

RouteSavvy team @ OnTerra Systems

Thursday
Mar032016

New RouteSavvy Create Territories Beta

We are excited to announce a new beta version of RouteSavvy that allows the creation of territories and shapes based on defined political boundaries. This includes US Zip codes, US Counties, US States and Countries. You can import a list of these areas or you can build on the fly by clicking individual polygons on the map.  This beta version is designed to allow customers to test the new territory features and provide feedback.  These territory features will then be released in the production version in the next month or two. To access the beta, Contact OnTerra and we’ll send you the access details.

To get started with the new Territory features login to the beta version, then click on the Create Territory option in the Map tab:

Then in the Create Territory dialog choose the boundary type, Country, State, US County or US Zipcode:

Then in the Create Territory dialog choose the Build or Import option:

For Build, the boundaries will display on the Map, click inside each boundary to add it to the territory:

After the territory is created by clicking in the boundaries, right click inside your new territory and choose Save to Shapes. This will allow you to save the territory inside RouteSavvy. You can choose color and opacity for display:

Alternatively, you can Import an existing list of boundaries to represent your territory. Note, this can only be done 1 territory at a time. So if you have multiple territories you would need to upload separate files and repeat the process 1 territory at a time.

Click Browse and choose the Excel or CSV file to import:

(Note: you can upload a file with multiple columns and simply select the pertinent zip / county / state / country field.  Countries must be spelled exactly as displayed on Country layer once activated for a manual build.  US States can be either spelled out or 2-letter abbreviations.  US Counties must be spelled exactly correctly and contain 2-letter state abbreviation, separated by either one single comma “,” or a single comma followed by a single space “, “.  US Zip codes must be 5 digit.)

The territory will be processed and then displayed.  The user can continue adding more additional polygons to the selection manually by clicking on them.  (Note that polygons cannot be removed from the selection once added.)  Once the selection is complete, use the same method as above to right-click in the grey shape to save the final shape.  

To access the beta, Contact OnTerra and we’ll send you the access details. We’d love to get your feedback as we finalize the new territory features for production release.

Tuesday
Sep082015

RouteSavvy Enhancements Released - Excel (XLSX) import, PDF Export, Filtering etc.

We are excited to announce the latest release of RouteSavvy Route Planning software. RouteSavvy was developed in large part as an alternative to MapPoint and Streets & Trips products that were discontinued at the end of 2014.  Throughout 2015, we have been making numerous steps forward with RouteSavvy in direct response to customer and user feedback.  The release includes all of the remaining major enhancements that we expect to make in the near future. We’d love to hear your feedback.

Excel Import – In RouteSavvy you have always been able to import data using Excel files via CSV. You can now directly import Excel (*.XLSX) files into RouteSavvy, this removes the need to convert Excel files to CSV files prior to import and allows you keep working data in Excel.

PDF Export – RouteSavvy has always allowed you to print and export files with stops and directions. You can now directly download a PDF of your route, making it easier to share with users or save routes for later printing.

Small/Large Map Options - For mobile, print and PDF options you can now embed a small or large map with numbered locations, which make it easier to follow directions using the numbered map.

More Customization of Printing and Exports – With printing and export you can now more fully customize the data being displayed/exported. And also add additional notes for drivers etc.

Display Notes 2 and 3 in the Infobox – After importing/editing note 2 and 3 fields you can now see this data in the Infobox making it easier to use note information. Data in notes fields could be anything you want to reference for those locations e.g. customer name, contact names, order history, delivery history etc.

Keyword Filter - RouteSavvy now allows you to enter a keyword and filter the list of Folders and Locations which also filters Locations that are shown on the map. This is useful if you have a lot of Locations and Folders want to quickly find a specific Location. E.g. find a location by name, or names in a notes field, or if you want to filter Locations by state or zip.

Highlighting of Locations in Folders – When highlighting locations, they now also show Locations highlighted in Folders. This allows you to more easily correlate Locations in Folders with Locations on the Map.


For more information about RouteSavvy and a free 30 day trial visit http://www.onterrasystems.com/routesavvy-route-planning/

 

 

 

Monday
Jun292015

RouteSavvy Now Includes Enhanced Mobile Support

RouteSavvy is a route planning tool for desktop web browsers, hence really not designed to be directly used on mobile devices and tablets. However, after you create an optimized route with RouteSavvy, you or your driver(s) will often need to access the routes and directions while in the field. RouteSavvy has always offered printing, file and GPX exports which can be used on mobile devices, but now this has become much easier.

Today we are pleased to announce enhanced mobile support in RouteSavvy available immediately, you can now send to mobile. Which allows you to take route(s) created in RouteSavvy and access them more easily and quickly on mobile devices.

RouteSavvy mobile features include…

  • Send to Mobile i.e. plan and optimize with RouteSavvy in your desktop web browser then send routes for best view and use on mobile devices.
  • Mobile routes load quickly and easily on devices, can be used offline with quick links to navigation apps.
  • Support for hundreds of device and types including Android phones and tablets, Windows phones, IPhones, IPADs, Blackberry, Kindle etc.
  • Mobile routes are stored securely for 1 month.
  • RouteSavvy users can create as many mobile routes as you need with a unique link.
  • Mobile routes can optionally contain maps, directions, drive distance/time/ETA, notes and links to navigation apps.
  • Links to mobile apps allow you to use free Google, Bing and Waze navigation apps for turn by turn navigation, voice guidance and traffic.

To use the new mobile features, create a route in RouteSavvy and in the Directions tab select the new Mobile button.

Then add mobile notes e.g. driver instructions in the notes field, and choose the optional data/features you want to include in the mobile route. Options include address2 (e.g. suite #s), notes (per stop), directions, map image and navigation app links.

After you choose options, then hit Next.

RouteSavvy will generate a unique link for your route. You can save, copy/paste or email to yourself or mobile driver(s). Select Email Mobile Route Link to easily open a new mail containing the mobile route details.

In your new email dialog, enter the recipient and customize the message. Then send the email.

User receives your email and opens on their mobile device. Then click the RouteSavvy Mobile Route link.

RouteSavvy mobile route displays including static map and stops on your mobile device. This example is using the Chrome browser on an Android device.

For the stop you want to visit next, choose Google, Bing or Waze buttons. Choosing Google on an Android device will prompt you to use the local Google Maps app (available on the Google Play app store).

Then choose the Always option so this step will be ignored for additional stops.

The stop will open in Google Maps on your Android device. Choose the blue car icon and 1 or more route options will be displayed.

Choose Start Navigation for your preferred route.

Begin Navigation and make sure you turn up your mobile device volume to hear voice guidance etc.

If you choose Waze and the app is already installed on your mobile device then Navigation will begin automatically. If Waze is not installed on your mobile device visit the app store, install and follow the setup steps.

For more information and to sign up for a free 30 day trial click here.

Monday
Jun082015

RouteSavvy Enhancements Released – Data Wizard, Folder Import, More Icons, Reverse Route

Today we released some great updates to RouteSavvy available immediately, updates include…

  • Data Wizard Improved CSV data import with data preview and match types to help you import good quality address data. The existing Data Upload still works but try the new Data Wizard.
  • Folder Import – Specify a folder column using Data Wizard and RouteSavvy will create folders automatically.

  • More Icons and Colors We now have 14 icon types and 14 colors now providing up to 196 unique combinations.
  • Improved Handling for Locations and Stops at the Same Address - If you have multiple locations and stops at the same address e.g. with a different suite number, you can select them separately and view all details in the directions and downloads.
  • Project/File Save Improvements - With project files and download of directions and stops you can now customize the file names before download.
  • Reverse Route – Easily reverse the stops and directions for any route by selecting the down arrow next to Get Directions.

For more information and a 30 day free trial, visit http://www.onterrasystems.com/routesavvy-route-planning/