Welcome to OptimoRoute 101 — our introductory webinar designed to help you get started with route planning and optimization.
In this session, our experts walk you through everything from importing orders and planning routes to using the OptimoRoute Driver App and handling real-world changes on the fly.
👉 What you’ll learn in this webinar:
- How to set up OptimoRoute for your business
- Importing orders (CSV, Excel, manual entry)
- Automating workflows with API integrations
- Planning routes with constraints (time windows, capacities, territories)
- Making real-time adjustments with drag & drop
- Using the Driver App for navigation, proof of delivery, and live updates
- Handling multi-day and long-haul routes
- Tips from Q&A: service areas, priorities, live changes, exporting, and more
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0:00 – Welcome & Introductions
2:15 – What is OptimoRoute?
5:30 – First Steps: Importing Orders
7:00 – Using Templates & File Uploads
8:30 – Automating with API Integrations
10:50 – Planning Routes & Setting Constraints
13:00 – Capacity, Time Windows & Advanced Settings
15:10 – Adjusting Routes in the Timeline View
16:30 – Sharing Routes with the Driver App
18:30 – Driver App Walkthrough (navigation, notes, signatures, photos)
20:10 – Handling Live Changes & Last-Minute Orders
23:30 – Switching Drivers & Making Adjustments
27:00 – Q&A Session Begins
27:20 – Setting up Teams (territories vs. balanced routes)
29:00 – Priorities vs. Time Windows
30:15 – Fixing Address/Geocoding Issues
32:20 – Right-Side-Only Routing (avoid U-turns)
34:00 – Customizable Exports & Printing Routes
35:30 – Weekly & Multi-Day Planning
39:00 – Long-Haul Multi-Day Routes
42:00 – Sharing Routes to Individual Drivers
44:30 – Adjusting Start Times for Late Drivers
46:10 – Removing Orders from Live Routes
48:30 – Niche Use Case: Snow Plowing & Repeat Visits
50:00 – Roadmap Discussion (driver self-scheduling)
52:00 – Scheduling Notifications & On-Duty Start Times
54:00 – Emergency Scenarios: Redistributing Routes
55:00 – Handling Multiple Customers at the Same Location
56:30 – Customizing Customer Notifications
57:50 – Closing Remarks & Upcoming OptimoRoute 201
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