Once your routes are planned, you can easily export them to share with your field teams or keep them for your records.
Several formats are available depending on your needs: PDF, Excel, or CSV.
In this article, you’ll learn how to export all your routes, export only selected ones, and customize your PDF exports.
Export all routes
To export all routes for a given day:
- Go to the “Organize” module
- Click on the “Routes” tab
- Select the desired date using the date picker
- Click the “Export” button in the top right corner of the screen
- Choose the export format:
- CSV for data processing
- Excel for easy viewing and editing
- PDF for ready-to-share documents
💡 Tip: Use the PDF format for drivers or field technicians.
Export selected routes only
If you want to export only specific routes, follow these steps:
- Go to the “Organize” module
- Open the “Routes” tab
- Select the relevant date
- Check the routes you want to export
- Click the “Export” button above the table
- Choose the desired format (CSV, Excel, or PDF)
Customize PDF route exports
You can customize the content of your PDF exports to match your business needs.
To do so:
- Go to the “Settings” module
- From “Settings”, select the “PDF export” tab
- Click on “Export of routes”
- Choose the information you want to display (addresses, schedules, comments, etc.)
- Click “Save”
💡 Tip: Customize your PDFs to display only the information your field teams need.
Conclusion
Exporting routes allows you to easily share your delivery or service plans with your teams.
In just a few clicks, you can generate files tailored to your needs and customize their content.
Feel free to adjust your export settings to save time and improve readability for your teams.