Routes
Today, this driver, these stops, in this order
A route is a day’s execution plan. It is not a promise, it is not a territory and it is not a recurring agreement — it is the order somebody is actually going to drive in, this morning, with these fourteen stops on it.
It serves a courier run and a technician stacking three preventive maintenance visits in one afternoon equally well, because those are the same problem: work that already exists, in an area, that has to be put in a sensible order and handed to a driver.
This is a module. It needs work on a board and sites with coordinates. Bring the jobs in from your own system and you can have route planning without moving anything else.
Two different things get called the route
In a courier office the word “route” means two things in the same sentence, and software that conflates them ends up unable to answer either question.
| The commitment | The plan |
|---|---|
| “Twice a week to this bank, forever.” | “Today, Marcus, these fourteen stops, in this order.” |
| A promise. It generates work, on a cadence, inside a window. | A sequence. It orders work that already exists. |
| Lives for years. Breaching it is a conversation with a customer. | Lives for a day. Changing it is a phone call to a driver. |
| Holds only the stops it promised. | Holds whatever fell in the area — including the emergency that came in at nine. |
A quarterly rooftop inspection and a twice-weekly bank bag run are the same commitment object, authored the same way — that is covered on the office page. This page is the other half: what happens on the morning somebody has to go and do it.
The commitment side: a two-hundred-stop run, twice a week, as one object. The plan is what a day of it turns into.
What a plan actually holds
- A driver and a day. One plan, one person, one date. A second van is a second plan, which is what makes both of them readable.
- Stops, in a real order. Each stop is a visit that already exists on the board, so a route never becomes a second copy of the work with its own version of the truth.
- Anchored stops. A bank cutoff, a promised window, a first-thing or last-thing commitment — pinned so nothing rearranges it. That is the flag that stops a cash drop being “optimized” to 4:55pm.
- The drive between stops, as a forecast. Held per leg and kept separate from what the drive actually took, because a plan and a fact are different numbers and mixing them makes both useless.
- A status with meaning. Planned, released, in progress, completed, canceled — and code reads what a status means rather than what it is called, so a shop that adds its own still gets correct behavior and correct reporting.
Re-order it — and the record says who did
Moving a stop is a drag, and the stops around it do not have to be rewritten for it to land — the order has room built into it, so re-ordering a long run is cheap even at two hundred stops.
The part worth knowing is smaller and more important: the plan records whether a human or a machine put the stops in that order. When a dispatcher moves one, the plan stops claiming a solver produced it.
- A visit belongs to at most one plan, so two dispatchers cannot both own the same stop.
- A finished route is frozen. Yesterday’s plan is evidence, not a scratchpad.
- Every change is audited, with the person and the time, like everything else in the platform.
What the driver gets
The same field app a technician uses. A courier run is a service call with a shorter clock — so it is the same day, the same clock, the same capture, just more stops and less time at each.
It starts with the vehicle, not the paperwork
The driver scans the van — or the bag — they are taking out today. Nobody is permanently assigned to a vehicle, because in real life the truck breaks and they take another one and keep billing off it.
- Directions from every stop, straight into the phone’s own maps app, built from the address and sharpened to the exact coordinate wherever one is known.
- The access notes for that site — the gate code, which door, who to ask for — which is the difference between a four-minute stop and a fifteen-minute one.
- The workflow for that stop: the photograph, the barcode scan, the signature. Chain of custody is a checklist, not a separate product.
Pick the vehicle you actually took.
A truck is a warehouse, and so is a bag. Scan it at the start of the day and what gets picked up lands in it — which is what makes a deposit run traceable without inventing a custody subsystem.
What every stop carries with it. The gate code belongs to the site, so the third driver to cover that run knows it too.
A route is an API object, not just a screen
Every capability in the platform exists on every door at once — the screen, a documented REST route and an agent tool — and routes are no exception. Fourteen of them: create or change a plan, find the plans, read one with its stops, add or move a stop, remove a stop, delete the plan, change its status, reclaim room in the ordering, put the stops in driving order, give every stop a planned time, re-plan a day that is under way, show a driver their own day, draw the day on a map, and find the work that is not on any route yet.
Which means a broker’s system, a spreadsheet somebody already maintains, or an agent can build tomorrow’s run without anybody opening a browser — and it goes through exactly the same permissions, locks and audit trail as a dispatcher dragging a stop.
Every capability, with the tool name that reaches it from an agent. Nothing on this list is screen-only.
Planned by the machine, adjusted by a person
The office plans a day on its own routes screen, a driver sees their own route on their phone, and an agent can do either through the same doors. The machine does the heavy lifting, and every hand change after it stays on the record as a person’s.
| What you need | What the route does |
|---|---|
| The day in driving order | One press puts the stops in driving order with the drive between each, keeps anchored stops where they are and the bank drop last, and shows you the saving before anything changes. |
| A planned time at every stop | Each stop gets a planned time measured on real roads, so “late” means behind the plan, and the drive that actually happened is kept apart from the one that was planned. |
| A day that changes after it starts | New work goes where it adds the least driving, the stops already started stay fixed, and the rest of the day can be re-optimized from wherever the driver is. |
| The office’s own screen | Plan this day, optimize a route or re-plan the rest of it from the routes screen, with the work that is not on any route yet listed beside it. |
| The day on a map | Stops in sequence as one of the map board’s layers, and directions from every stop on the driver’s phone, sharpened to the exact coordinate wherever one is known. Map boards → |