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Routing & Optimization — Territory User Guide
Support Document
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This document functions as a reference guide for the Routing & Optimization – Territory module in the Fleet Management Application. The Territory module provides a geographic visualization of data, allowing you to manage and optimize your territory to allocate resources effectively, save costs, and identify growth opportunities.
User Guide
March 2024
This document functions as a reference guide for the Routing & Optimization – Territory module in the Fleet Management Application. The Territory module provides a geographic visualization of data, allowing you to manage and optimize your territory to allocate resources effectively, save costs, and identify growth opportunities.
Territory can be accessed directly from the Fleet Management Application. To access the Territory module:
1 | Log in to the Fleet Management Application. |
2 | Navigate to Productivity > Advanced Routing > Territory from the main menu. |
3 | The Territory Plans page displays. |
To create a Territory plan, follow these steps:
1 | Launch Territory. |
2 | Click + New Plan. The Create a New Plan popup is displayed. |
3 | Enter a unique name for the Plan Name field. |
4 | Optional: Click Add Note to enter notes about the territory plan. Notes are shared with other users under the same account. ✱ NOTE: Click Remove Note if you do not want to add a note anymore. |
5 | Select one of the following options for detailed steps to import data into Territory:
✱ NOTE: Click Create Plan without using an import function to create a blank plan. Recommended use: Create territories manually then visualize how orders are allocated. |
The Import from MyGeotab option allows you to import existing zones in your Fleet Management Application account as orders or territories.
1 | Click Import from MyGeotab. The Import Zones from MyGeotab popup is displayed. |
2 | For Import zones as, select Orders (not assigned to a Territory) or Territories. |
3 | Navigate to the area the zones to be imported are on the map, then use the Selection tool(s) to select the zones. |
4 | Click Import Zones. |
5 | Click Create Plan. |
Your territory plan has been successfully created and is displayed on the Plans page.
The Import a CSV File option allows you to import existing data from a CSV file. You can also select Download Template if you want to build a plan from scratch, then import it.
1 | Click Import a CSV File. |
2 | Locate the file on your computer, then click Open. The name of the file is displayed. ✱ NOTE: You can click Change File to replace the file, or Remove file. |
3 | Optional: Select Normalize territory names to standardize territory names in your CSV file. This will apply title case and spacing to your territory names. |
4 | Click Create Plan. |
Your territory plan has been successfully created, and is displayed on the Plans page.
The Import from Route option allows you to import order data from Optimization Route.
1 | Click Import from Route. The Import orders from Route popup is displayed. |
2 | Select an option from the Branch dropdown. |
3 | Select a Start Date and End Date. |
4 | Optional: Select Set territory to assigned Resource to automatically create the Resources as a territory with the assigned orders as planned in Route. |
5 | Click Import Orders. The number of orders and Resources to be loaded are confirmed. ✱ NOTE: Click Remove Orders if you want to remove orders loaded and choose a different import option. |
6 | Click Create Plan. |
Your territory plan has been successfully created and is displayed on the Plans page.
The Territory Plans page is displayed when you launch Territory.
The Plans page features a table that displays your territory plans with the following information:
Each territory plan also has two icons for additional information and options:
The Additional Options menu is accessed by selecting the ellipsis (…) on each territory plan.
This opens a submenu with the following options:
✱ NOTE: The hidden plan(s) can be made visible again by selecting the Show option from the Additional Options menu.
! IMPORTANT: Deleted territory plans cannot be recovered.
To help you manage multiple territory plans, the Territory app has a Plan Comparison feature that allows you to compare up to four territory plans in a side-by-side format.
You can also choose what metrics you want to see with the filters feature, allowing you to focus on high-priority metrics.
To compare your territory plans, follow these steps:
1 | Launch Territory. |
2 | Click Compare. ✱ NOTE: If the Compare option is grayed-out, use the Filters option to expand the Date Created Range accordingly, so plans are displayed and Compare is available. The Compare Plans panel is displayed. |
3 | Select up to four territory plans. ✱ NOTE: You must select at least two territory plans to use this feature. Selected plans are displayed on the Compare Plans panel. |
4 | Click Compare. The Plan Comparison page is displayed with the selected territory plans. |
Once you have selected your territory plans, you can use the following features to help you with your comparisons:
✱ NOTE: The metrics of a plan are compared to the plan positioned to its immediate left. A marker may appear next to the value to highlight if it is greater than or less than the compared value.
The Search bar on the Plans page allows you to search for territory plans.
To search for a specific territory plan, enter at least the first three letters of the territory plan name into the Search bar. The table displays the corresponding territory plan in real-time.
✱ NOTE: Apply filters to narrow down results when using the Search feature.
By default, the table on the Plans page displays a list of territory plans created today and over the past 14 days. To refine the list of territory plans, click Filters.
The following filters are displayed:
Once a territory plan is created, you can view and adjust the plan based on your needs. Territory has features to help you make changes and business decisions for your plan:
From the Plans page, click on a territory plan to view the specific territory plan in detail. The territory plan details are displayed in a map view.
The Notes icon is displayed on the map, and allows you to add notes to the territory plan. Clicking on the Notes icon opens the Notes popup. Enter a note, then click Add.
✱ NOTE: Notes can be edited, but cannot be deleted.
The Layers icon is displayed on the map, and allows you to adjust the layers you want to see on the map. Use the toggle to show or hide the following layers:
✱ NOTE: You can only toggle one of the following heatmap options at a time:
The Options icon is displayed on the map, and allows you toggle various data types on or off, and set the Icon size.
The Polygon selection icon is displayed on the map, and allows you to select multiple orders to be bulk edited.
The Rectangle selection icon is displayed on the map, and allows you to select multiple orders to be bulk edited.
The Territory drawing icon is displayed on the map, and allows you to create a new territory.
✱ NOTE: Manually created territories cannot be edited and orders cannot be assigned to them. Refer to Recommended use for more information on using this tool.
The Zoom in icon is displayed on the map, and allows you to increase the zoom level of your view.
The Zoom out icon is displayed on the map, and allows you to decrease the zoom level of your view.
The Reset bearing to north icon is displayed on the map, and allows you to reset the angle at which the map is displayed.
The Selected Service Orders panel provides an overview based on the selected service orders.
The panel includes the following details:
Analytics per month
To view analytics on the Selected Service Orders panel, follow these steps:
The selected territory plan and map are displayed.
The Selected Service Orders panel is updated to display analytics based on the orders you have selected.
The Assign a Territory popup is displayed.
You have successfully assigned orders to the selected territory.
The Create a new Territory popup is displayed.
✱ NOTE: The ID field is auto-populated based on the Name field. To change this, click the lock icon to unlock the field, and enter a different ID.
✱ NOTE: You can also select the refresh icon to randomly select a color.
You have successfully created a new territory, and assigned the selected orders to the new territory.
The Success! message is displayed.
You have successfully unassigned the selected orders from their territories.
Territory offers additional options for selected service orders. To use these, select your orders, then select the ellipsis (…) on the Selected Service Orders panel.
The following options are available:
Right-click on an order balloon to view details. To edit an individual order, use available options in the order details popup.
To create a new territory in your territory plan, follow these steps:
The selected territory plan and map are displayed.
Your cursor changes to a crosshair cursor.
The Create a new Territory popup is displayed.
✱ NOTE: The ID field is auto-populated based on the Name field. To change this, select the lock icon to unlock the field, and enter a different ID.
✱ NOTE: Click the refresh icon to randomly select a color.
A new territory has been added to your territory plan.
✱ NOTE: Manually created territories cannot be edited.
To edit an existing territory in your territory plan, follow these steps:
The selected territory plan and map are displayed.
The Success! message is displayed.
Edits made to the territory are saved.
Click Cancel if you do not want to save changes.
Once you have added territories and other data to your territory plan, you may want to refine or tailor the map view to find specific information. You can achieve this by using the Search bar, or Filters.
The Search bar on the territory plan detail view allows you to search for orders, postal codes, and customers (ID).
To search for a specific order, enter the order ID, customer ID or address associated with the order into the search bar. A list of search results are populated as you type.
Select the order from the results list to spotlight the location of the order on the map.
The Filters and Metrics panel is displayed by default.
Select the View icon to display the panel in either of the following formats:
Select the Filters tab to access the following filters:
✱ NOTE: Orders under Unassigned are those not assigned to a defined territory.
From here, you can also perform the following actions for a selected territory:
✱ NOTE: Orders assigned to the deleted territory will become Unassigned.
You can view and analyze metrics in your territory plan to understand how it is performing.
The Filters and Metrics panel is displayed by default. Select the Metrics tab to access metrics in your territory plan.
From the Filter Metrics dropdown, you can select and view metrics:
You can view details about a specific order in your territory plan. Right-click on any order balloon on the map to display a popup with more details.
This popup displays the following information:
From this popup, you can also perform the following actions:
* NOTE: this action cannot be undone
✱ NOTE: Unassign Territory, Mark Unplannable, and Delete options are displayed after you select More.
You can view metrics for your territory plan using the Filters and Metrics panel. Click the View icon to display the panel in either of the following formats:
To view your metrics, follow these steps:
The selected territory plan and map are displayed.
✱ NOTE: For more information on each Filter Metrics option, refer to Analyzing metrics in your territory plan.
The view expands and displays Count, Revenue, Job Duration, Count Per Month, Revenue Per Month, and Job Duration Per Month.
✱ NOTE: Metrics are displayed based on your selections in step 4. Select the filter name to expand the view.
Metrics are now displayed under the Filters and Metrics panel.
The Metrics tab also has the following features: