Welcome and thank you for choosing OptimoRoute™. This guide will take you through the simple process of creating your account and setting up your drivers and vehicles so that you can begin optimizing your routes and tracking your orders.
If you've already made an account, skip ahead to these guides:
- Import orders from Microsoft Excel, CSV file, or TXT file
- Plan optimal schedules and routes
- Send routes to your team via the OptimoRoute mobile app for drivers
- Track orders with realtime order tracking
- Confirm completion of orders with proof of delivery
- Live tracking of drivers and order ETAs
- Using and understanding analytics
If you have questions that aren’t answered here, feel free to contact our support staff via email or our support portal.
Let’s get started!
Creating an OptimoRoute account
Every account starts with a 30 day free trial. To create an OptimoRoute account:
- Start by choosing your company ID (for example your company or domain name)
- Enter your business email
- Choose a strong password
Now that you are logged in, continue with the "Getting Started Wizard" which will help you set up your account.
Setting up your account
The "Getting Started Wizard" will appear as soon as you create your account. It will walk you through the steps to setting up your account.
Create a depot
First, it asks you to locate your depot location. Your depot is used as the default start and end location for your drivers.
To create your depot:
- Enter the address in the search bar
- Select the correct address from the drop down
- Check the location on the map, and if necessary adjust it by dragging and dropping the marker.
Choose your business type
The next step will be to choose your business type. This helps us understand the unique challenges your business has and is useful when offering you additional assistance and best practices.
Setting up drivers
Next, create your drivers. For every driver, one vehicle is automatically created.
In this window you can:
- Input the number of drivers you want to use
- Adjust the working hours
- Schedule a break
- Choose the default vehicle type