Ecanvasser's Route Planning feature enables your team to plan the most efficient routes with just one click.
What are the Benefits of Route Planning:
Improves productivity - the automated route planner allows you to reach your targets faster
Saves time - spend more time talking to the right people and less time wondering how to get there
How to Create Your Route
From the Map view on the app, select the Create Route option below the Create House button.
Note: Please ensure you have location permission enabled on your device.
Tap on the map to draw a polygon around the area of houses you want to add to your route OR use your current view.
Once complete, you will now be in the Route Planning view, where you can manage your route further and make any necessary changes before starting.
Note: The maximum number of stops on any route is 200.
How to Manage Your Route
Route Settings
The Route Settings are located within your route planner screen, as well as your App Settings.
This allows you to indicate whether you want the route in Walking or Driving mode and also whether you want to avoid highways and tolls.
Selecting your Start and End Locations
The Start and End locations of your route are set to your current location by default.
Should you wish to change this, you can click on the three dots and select a place on the map, or a specific address.
Route Optimization
Use the OPTIMIZE action to generate the fastest route to visit each of your stops in the shortest time possible:
The buttons to the right will allow you to either Edit or End your current route.
You can edit the following at this point:
Remove a stop from your route
Re-order the stops by drag-and-drop
Starting Your Route
To start your Route, use the "Start Route" button located at the bottom of the Route Planning screen. You will now be brought to the first stop.
From here, you can take the following actions for the stop displayed on the screen, denoted by a green pin on the map:
Record a quick canvass
View/Edit House or Building Information
Record a successful Interaction
Directions - This will open your device's default map application, where the address will be populated for you to then find directions.
Skip a Stop
Go back to a previous stop
When an interaction is recorded, the colour of the pin and interaction icon will be updated, and you will be prompted to navigate to the next stop on your route.
Continue this process for all of the stops on your list as you work your way through.
Finishing Your Route
When the last stop on your route has been finished, you will be brought to the Route Complete Screen.
Using the "Finish route" button will bring up your Route Summary and provide additional insight into the route that you just finished. Here you will see:
Total number of stops
Number of skipped stops
Interaction activity information for each stop
Closing the statistics then returns you to your normal Map view, where the route is now gone, and you can move on to creating the next one.
If you have any questions, reach out to us using the chat box below or contact support@ecanvasser.com.