Getting started with AceRoute web app (for admin/dispatcher)

1) Signup, Login, Navigation

• Signup with AceRoute
• Logging from AceRoute website
• Logging from Google Apps for Work
• What's the difference in logging with Google Apps for Work and Gmail?
• Navigating AceRoute Web App

2) Setup & Configuration

• Select Edition
• Setup Account
• Setup Office Locations
• Setup Workers & Mobile Access
• Setup Customer Category
• Setup Order Category

See all 9 articles

3) Customers & Orders

• How to create Recurring Orders
• Terminology
• Create Customer
• Create Order
• Edit & Delete Customer
• Edit & Delete Order

4) Plan, Schedule, Optimize

• Plan Console: Smart Planning Calendar
• Plan Console: Create, Edit & View Order
• Schedule Console: BestFit Scheduling
• Optimize Console: Automated Route & Schedule Optimization
• Optimize Console: Manual Route & Schedule Optimization

5) Dashboard & Monitoring

• What is DashBoard and how to use it

5) Search & Exceptions Finder

• Find Plan Exceptions
• Find Field Exceptions
• View Unscheduled Orders
• View Customer Orders
• Search, Edit, View Orders

Getting started with AceRoute Android mobile app (for field worker)

Basics

• Mobile Access & Setup
• Why can't I login into mobile with Gmail or Google Apps?
• How do I install Android app?
• Do you have iPhone mobile app?
• How do I uninstall mobile app?

Frequently Asked Questions (FAQ)

Basics

• How to use Filters
• What countries does AceRoute work in?
• What browsers are supported?
• Do we have to install or buy any software or hardware?
• Is your app reliable and scalable?
• Is my data secure?

See all 7 articles

Billing & Subscription

• What happens after my 60 day trial period expires?
• What if I want to change my edition type?
• Is Gratis edition really free?
• How do I cancel my subscription?
• Is there any commitment or contract?

Data Import & Integration

• CSV Data Import
• How do I import from Google Contact?
• Why Import button is grayed-out or inactive?
• How do I import from Google Calendar?
• How do I publish to Google Calendar?
• Error when publishing to Google Calendar

Data Export, Report, Invoicing

• How do run a report for my business operation?
• How do I export my data?
• How do I create an Invoice?

Logging, Access, Data Issues

• I can't login using my Google Apps for Work credentials
• I can't login using my Gmail credentials
• How do I reset my password or I forgot my username or password?
• My data is missing

Business Process

• How do I quickly promise appointment time to my customer?
• What business process does AceRoute support?
• Is your app suitable for my business needs?
• What is an Order? Is there any difference between Work Order and Job?