Complete client manual

Using RouteLogic

Every screen, control, decision, and field workflow in one reference.

1. Start here

RouteLogic has two operating surfaces: the office application and Crew Mobile. The office builds and monitors the plan. Crew Mobile gives each crew its assigned stops, property instructions, navigation, completion controls, and quality points.

The normal daily flow
  1. Open the Route planner and review the notification bell.
  2. Confirm every crew-day is feasible and geographically tight.
  3. Use Same-day dispatch only for work that enters after the book is planned.
  4. Crews complete their assigned stops in Crew Mobile.
  5. Review pending quality points within 48 hours.
  6. Use Calendar for the month-level staffing view.

The RouteLogic logo always returns to the planner. On every other screen, Back to planner performs the same action using the same wording.

Signing in

The office application requires an office email and password — no data is shown until you sign in, so opening the web address alone never exposes the customer book. Crews open Crew Mobile and enter their own PIN. Sign out from the bottom of the Settings menu (office), or the top-left corner of the screen (Crew Mobile).

Closing the tab signs the office out. An office session lasts only as long as the browser tab, so a machine left unattended in the office cannot be walked up to and used. Opening the application again asks for the password. Crew Mobile is deliberately the opposite: a crew stays signed in on their phone across closing the app and going offline, because re-entering a PIN at every stop would be unworkable in the field.

3. Route planner

The planner is the operational home screen. It builds the complete Monday-through-Friday book and displays the optimized route for every active crew.

Primary controls

Crews − / +
Changes the number of active crews, rebuilds durable territory ownership, and resolves the week. Use this only when staffing truly changes.
Today
Shows the existing/manual order so the office can compare it with the optimized plan.
Optimize
Shows the constraint-checked RouteLogic result.
Add property
Adds a newly won property, validates its location, assigns an owner, and re-solves the plan.
Reset
Returns the current view to its baseline data. Treat reset as a recovery action, not routine navigation.
Points
Opens the office quality dashboard and pending review queue.

Day and scope controls

Select Monday through Friday above the map. Each tab shows the planned hours for that day. This day summarizes the selected day; Full week aggregates the five-day result.

Crew cards

Each card shows stops, drive time, on-site time, finish time, and crew size. Select a card to isolate that crew on the map and open its numbered destination panel. Select it again or close the panel to restore the full valley view.

4. Map and route lines

Solid crew-colored lineTravel from the yard to work and between jobs.
Dashed crew-colored lineThe final return to the yard.
Numbered pinThe stop order for the selected crew.

The line motion follows travel direction. The solid and dashed paths always use the selected crew’s color; a blue crew never receives a red return path.

Direction chevrons. Small arrows sit along each route line and point the way the truck actually drives — toward a stop as the crew arrives, and away from it as they leave for the next job. This makes the "going" and "leaving" halves of a route easy to tell apart at a glance. Zoom in to see them clearly.

The property information card is fixed in place — it no longer drifts if you brush over it — and closing it lets the route panel rise back up.

Selecting routes and stops

  1. Select a crew card or click its route line.
  2. Use the numbered destination list to review the exact order.
  3. Select a numbered pin to highlight the matching destination card.
  4. Close the destination panel to return to all crews.

Property and service points

The property pin identifies the actual parcel. The driving route ends at the validated curbside service point. A small connector can appear between them because the truck parks at the road and the crew walks onto the parcel.

Use Parcels to show or hide parcel boundaries. Parcel data is intentionally visible only at useful zoom levels.

5. Properties and search

Searching

  1. Type a street address in the map search field.
  2. Press Enter to jump straight to the top result, or click the exact result you want. Either drops an orange pin and flies the map to it.
  3. If the pin is not exactly on the right building, drag it to the correct spot.
  4. When you release it, RouteLogic asks Save this pin location?. Confirm to remember it.

Once saved, searching that same address again drops the pin exactly where you placed it — it never reverts to the geocoder’s guess. Drag and confirm again any time to move it. Searching does not add the address to the customer book; to add a property, use Add property below.

Adding a property

  1. Select Add property.
  2. Enter the property name, street address, expected man-minutes, visits per week, and access information.
  3. Verify the parcel and curbside service point.
  4. Save. RouteLogic assigns durable crew ownership and re-solves the week.
  5. Review notifications and the affected crew-day before publishing operational changes.
Man-minutes are not clock minutes.

Three people working for two hours equals 360 man-minutes. Incorrect man-minutes corrupt crew sizing and finish-time calculations.

6. Crew points and quality reviews

Points recognize documented, accepted work. Finishing faster contributes exactly zero points.

30Immediate documented closeout
28Scope complete
21Workmanship
14Cleanup
7Asset protection

Office dashboard

  1. Select Points.
  2. Select a crew from the left side.
  3. Review earned points, pending points, completed visits, and the rolling four-week standing.
  4. Open each pending property and grade all four quality fields.
  5. Select the review outcome and finalize only after the work is verified.

Accepted work uses a 1.0 gate, corrected-after-coaching uses 0.5, and failed or falsified closeout uses 0. Safety, hazard, damage, injury, and near-miss reporting must never reduce the score.

The crew sees its own weekly points. The office sees all crews. RouteLogic deliberately avoids a public first-to-last leaderboard.

7. Priority notifications

The bell shows exceptions that require office attention:

  • Route split or locality/freeway constraint violations.
  • Crew-day shift capacity violations.
  • Urgent or emergency dispatches still active.
  • Quality reviews pending more than 48 hours.
  • An optimizer run that did not finish in a publishable state.

Select a notification to open the relevant screen. Mark all reviewed clears the unread badge but does not delete the underlying issue; an unresolved condition can appear again when its identity changes. A short chime plays when a new priority notification arrives — different from the crew-activity tone below.

Live crew activity

The Crew activity button at the bottom-right corner opens a live feed of every crew’s check-ins and completions as they happen across all devices. A soft tone plays each time new activity arrives.

  • Clear empties the live list once you have seen it. Nothing is lost — cleared items stay in Activity history.
  • History opens the Activity history page (below).

Activity history

Open Activity history from the Settings menu. This is a dedicated calendar — separate from the routing Calendar — that permanently stores every crew check-in and completion by day. Days with activity show a count; select any day (past or today) to read every event: which crew, what they did, the property, the time, and the man-minutes. Use it to look back on any date after the live feed has been cleared.

Sounds can be silenced on a device; ask your administrator to turn the tone off if a quiet office is preferred.

8. Monthly calendar

Calendar repeats the approved weekly book across the visible month so the office can see every crew-day without opening five separate planner tabs.

  1. Open Calendar from Settings.
  2. Use the arrows to move one month backward or forward. Use Today to return to the current month.
  3. Select any date.
  4. Review every active crew, stop count, total man-minutes, destination order, address, and property workload in the right panel.

Weekend cells have no standard route. Same-day dispatches are incorporated into their assigned weekday. Truly date-specific recurrence and multi-device updates require the shared production backend.

9. Rebalance book

Rebalance changes long-term crew ownership after customer churn. It is not the daily route optimizer. The planner answers "what does Crew 3 drive on Tuesday?"; Rebalance answers the quarterly question "we lost some properties and won others — who has to change crews, and how do we disturb the fewest?"

Why the map. The map shows the churn visually: every property is colored by its owning crew, a property that changes hands gets a white ring, and a newly won property gets an amber ring. You can literally see how contained a repair is.

The numbers apply when you press the button, not as you type.

Editing "properties lost / won" or the disruption budget does nothing on the map until you select Repair the book (or Build the book). That is expected — set the numbers first, then run it, and the map updates.

Controls

Properties / Crews
Sets the book size used for the annual or quarterly ownership model.
Build the book
Creates the baseline crew territories.
Properties lost / won
Models the churn that occurred during the period.
Disruption budget
Caps how many existing properties may change crews.
Protect crews
Locks selected crew books so repairs cannot move their properties.
Repair the book
Fits new work and fixes territory violations within the disruption budget.
Reroute from scratch
Ignores continuity and computes an entirely new ownership model.

Use Back to planner or select the RouteLogic logo when finished.

10. Same-day dispatch

Dispatch evaluates new work against each crew’s current progress, location, territory, remaining shift, and return path.

  1. Enter and verify the incoming job address.
  2. Enter the job name, man-minutes, weekday, priority, and division.
  3. Set each crew’s completed-stop count and current status.
  4. Select Find eligible crew.
  5. Read the recommendation, detour, projected finish, and any required override.
  6. Assign now, or save the work to the approved job pool for automatic end-of-route assignment.

Crew progress is where you tell RouteLogic where each crew is right now, because there is no live truck GPS yet. For every crew you set how many stops they have finished and their current status (at a job, returning on surface streets, or returning on the freeway). Dispatch uses that to pick the crew that is best positioned — nearest and least disruptive — to take the new job. Once you assign it, the emergency job appears on that crew’s phone.

Division is a hard qualification

Separate trades are solved as separate labor pools. RouteLogic never assigns a job across divisions—not even as an emergency override.

Emergency override can relax ordinary insertion rules, but it never silently hides the violation. Boulder City should not inherit North Las Vegas work simply because one crew appears idle.

11. Data editor

The Data editor controls the inputs the solver trusts. Changes save as you work.

Properties

Edit names, addresses, areas, divisions, compatible owners, man-minutes, visit frequency, gate codes, coordinates, and service points. Use the map to verify any moved pin.

Crews

Edit crew names, headcount, and colors. Crews also carry a division; changing it releases incompatible properties for reassignment within their proper division.

Rules and costs

This tab holds the values the solver treats as hard limits. Each has a sensible default; change them only when the real operation changes:

  • Shift length — paid hours in a crew-day; caps how much work fits.
  • Active crews — how many crews the book is solved for.
  • Maximum crew size — the largest team RouteLogic may build for one route.
  • Freeway & surface assumptions — travel-speed inputs used to detect freeway re-entries.
  • Locality limits — the maximum distance/time between jobs and the territory diameter that keep a route tight.
  • Rescue detour — how far a crew may divert for a same-day dispatch.
  • Finish balance — the tolerance for how evenly crews finish their day.
  • Hourly cost — labor rate used for the savings figures.
  • Optimizer limits — effort/time bounds for the solve.

An optional heavier optimizer can run on the office machine for the most exhaustive solve; it is a power feature only, is never required for daily use, and never runs on a crew’s device. If it is not running, RouteLogic simply uses its built-in solver.

Save and backup

Export a dated JSON copy before structural changes. A connected file can receive later saves directly in supported browsers.

12. Sandbox and publishing

Sandbox is a separate copy of the operating book. Crews always read Live data.

  1. Select Sandbox in the navigation bar.
  2. Select Copy live data in to start from the current production book.
  3. Make and evaluate changes.
  4. Choose Discard sandbox to throw the experiment away, or Publish to live to replace Live.
  5. Read the warning, then re-enter your office password to confirm. Publishing is password-protected and records who published and when.

Every confirmation in RouteLogic — publish, delete, discard, remove — is now an internal styled dialog, never a raw browser pop-up.

Publishing is a real operational change.

It replaces the live property book, crews, routing rules, and settings. Crew Mobile and the planner begin using the published data immediately.

13. Crew Mobile

Crew Mobile presents one crew and one day. The desktop page centers the phone and keeps simulated GPS, signed-in crew, weekday, and the user guide beneath it. On a phone, the app uses the available screen.

Destination cards

Each card shows stop number, property, address, expected man-minutes, drive time, gate code, and a direct navigation icon. Selecting the card opens full access notes, water shutoff, contact, estimate, crew size, navigation, and completion controls.

What the GPS line under the button means

Check-in only unlocks when the phone confirms the crew is at the property, and the line above the button always says why it is not unlocked yet:

  • On site — GPS confirmed — the crew is there; Check in is enabled.
  • “340 ft away — get closer to check in” — GPS is working, they are simply not there yet. The live distance counts down as they approach.
  • “Getting your location…” — the phone has not returned a fix yet. Normal for a few seconds after opening.
  • “Tap ‘Allow location’ above to check in” — the phone has never been asked yet. A banner sits at the top of the app reading Turn on location to check in with an Allow location button. Tapping it brings up the phone’s own Allow popup. This is the normal first-run path: a crew opening the app for the first time taps that button once and is done.
  • “Location is off — allow it for this site, then reopen” — the crew (or the phone’s settings) has actually blocked location. The browser will not ask again, so the banner changes to Location is turned off with a How to turn it on button giving step-by-step instructions for their exact phone (iPhone or Android), in English or Spanish. Once they allow it, the app normally recovers on its own — the banner clears and check-in returns without a reload. If it does not, reopening RouteLogic always works, which is why the instructions end with that step. This is the one to tell crews about at handover — it is the most common reason a crew reports that check-in “does not work”.
  • “Location is approximate — turn on Precise Location” — location is allowed, but the phone is only giving a rough, city-scale position (off by miles), so it cannot confirm the crew is at the property. On iPhone this means Precise Location is off for Safari. The banner reads Location is only approximate with a How to turn it on button that walks through Settings → Privacy & Security → Location Services → Safari Websites → turn on Precise Location. Worth checking at handover alongside the “location is off” case — a crew can have location allowed and still be unable to check in if Precise Location is off.
  • “Location unavailable on this device” — the device cannot provide a position at all.

RouteLogic accepts the crew as on site if they are near either the property pin or the parking/service point, and it widens the allowance to match the phone's reported GPS accuracy — so a poor fix between buildings does not block a crew who is genuinely standing on the property. A wildly inaccurate fix still cannot unlock a check-in from across town.

Completing work

  1. Navigate to the destination.
  2. Check in after GPS confirms the property.
  3. Complete the work and select Mark complete.
  4. Review the completion animation and immediate points.
  5. After the final planned job, wait while RouteLogic checks approved work it can still absorb.
  6. Complete the automatically assigned job, or use Head to yard only after RouteLogic issues clearance.

The eligibility calculation includes actual completed work, current-to-job travel, conservative service time, the drive back to the yard, a protected return buffer, locality, and freeway rules. The crew cannot opt out by simply skipping a request button.

Star points

The star shows earned weekly points. Select it for earned, pending, recent visits, and private four-week quality standing. Simulated completions are labeled practice and never enter the live score ledger.

English / Spanish

Select ES or EN to switch field instructions without changing the property data or route.

The crew header

Sign out sits in the top-left corner of the screen, with Signed in — C5 on the right of the same row. Below that on the left is the crew name and its day line (day, stops, crew size); on the right, stacked, are the ★ points button, the ES / EN language switch, and the sun/moon theme button beneath it. Nothing floats over the job list or the Check in button.

Signing out clears the crew from the device and returns to the PIN screen. A PIN is always required — there is no code-free preview.

An office user (signed in to the office application) who opens Crew Mobile sees the app with the navigation bar, so they can return to the planner. This is only for office accounts; a crew signed in with a PIN never sees office navigation, and previewing never changes what a crew sees.

14. Routing rules

RouteLogic treats the following as constraints, not suggestions:

  • Separate trades remain in separate qualified labor pools.
  • No interior freeway re-entry after the crew reaches its work territory.
  • Only the initial outbound and final yard-return freeway legs are permitted.
  • Maximum local distance and time between jobs.
  • Maximum crew-day territory diameter.
  • Approved geographic corridors only.
  • No shift overrun.
  • Protected time remains for the final drive to the yard.
  • Balanced finish times within the configured tolerance.
  • Same-day rescue work must remain within its detour and vicinity limits unless explicitly overridden.

If the work cannot fit, RouteLogic reports that another crew or route split is required. It does not quietly manufacture a bad route.

15. Backup and recovery

  • Export JSON before publishing sandbox changes, resetting data, or performing a major rebalance.
  • Name the file with the date and whether it is Live or Sandbox.
  • Import only a RouteLogic JSON file containing properties and crews.
  • Remember that browser-local data is device-specific until the shared backend is deployed.
  • Do not clear browser site data without a current export.
An exported file is confidential.

It contains gate codes and manager phone numbers. It is safe on the company’s own machine, but it should not be emailed or shared casually. The Save & backup tab only writes to your own device — nothing is uploaded by it.

16. Troubleshooting

The map has no streets
The online basemap is unavailable. RouteLogic falls back to bundled Clark County geometry; routing data can still render.
A route is temporarily straight
The road geometry is still loading or unavailable. The immediate straight segment is replaced when the road service responds.
A pin is slightly off the route
The pin marks the parcel while the route reaches the validated service point. This can be correct.
The points dashboard is zero
Practice completions never enter real totals. Real completions appear after Live GPS check-in.
Another device does not update
The current build synchronizes browser tabs on one device. Different phones and office computers require the shared backend.
Old data appears
Confirm the correct Live/Sandbox mode, then refresh. Import the latest backup if local browser data was cleared.

17. Operating checklist

Every morning

  • Review the notification bell.
  • Confirm crew count and staffing.
  • Check every crew-day for locality, shift, and split alerts.
  • Confirm urgent dispatches.

During the day

  • Use Dispatch for incoming work.
  • Do not manually send a free crew across the valley outside the rescue radius.
  • Monitor completion progress without rewarding speed.

End of day

  • Review pending quality work.
  • Resolve urgent dispatch status.
  • Investigate materially incorrect service times before changing estimates.

Before publishing or rebalancing

  • Export a backup.
  • Use Sandbox.
  • Review all notifications and affected routes.
  • Read the publish confirmation and verify the target is Live.

18. Admin settings

Open Admin settings from the Settings menu. It controls which parts of RouteLogic this company uses. The route planner, map, calendar, rebalance, zones, dispatch and data editor are always on and cannot be switched off — everything a routing engine needs stays.

Modules

Crew Mobile is the master switch for field operations. Switching it off also switches off Crew points & quality reviews, Live crew activity and Activity history, because all three are fed by crews checking in from the field. Each of those three can also be switched off on its own.

Use this when a company routes with RouteLogic but runs its field operation somewhere else. With Crew Mobile off, the app is a routing engine and nothing else: the crew app refuses to open, the Points button leaves the planner, the Crew activity button disappears from every office screen, and Activity history leaves the menu.

What switching off does and does not do

  • Nothing is deleted. Crew points, quality reviews, the activity archive and every recorded check-in stay exactly as they are.
  • Switching a module back on restores every screen and every record, including the individual settings of the three modules underneath Crew Mobile.
  • This is a company-wide setting, not a per-computer one. Saving applies it to every office computer and every crew phone on the next sync.

Changes are staged: the page lists what you have altered and shows the menu you are about to create, and nothing is applied until you select Save. Switching off Crew Mobile asks for confirmation first.

19. Route sheets (print and hand out)

Open Route sheets from the Settings menu, or select ⎙ Print on the planner to print exactly the day you are looking at. If a crew is selected on the planner, the button prints that crew only.

One crew-day per page. A crew with no work that day is not printed, so a five-crew Monday is five pages.

What is on a sheet

Every stop in the scheduled order, numbered, with the address first — the association name is underneath it, because the address is what the crew navigates to. Each stop also carries the start time, the gate code in large type, the man-minute budget, how long the crew is expected to be on site, drive time from the previous stop, the on-site contact and phone, access notes and the water shutoff location. A time window prints on the stop it applies to.

The header shows yard-out and yard-in times, total drive time, road miles and total time on site. If a day does not fit the shift, the sheet says so at the top rather than sending a crew out on a day the office already knows is over.

Writing on it

Each stop has blank boxes for actual in/out times, initials, and a done tick, and the page ends with foreman and office signature lines. This is what makes the sheet a record the office can enter afterwards, rather than a handout.

English / Español

The language switch changes the labels and the property instructions — access notes and water shutoff locations print in Spanish where a translation exists, and fall back to English where one does not, so a gate instruction is never blank.

This works with or without Crew Mobile

Route sheets are deliberately never switched off by Admin settings. They are the way to run RouteLogic with no phones at all: the office routes, prints, and hands out paper exactly as before.