Time Windows specify the acceptable time frame to arrive at a given stop. This is expressed in RoadWarrior as Schedules for one-time use on stops and Availability for saved favorites.
Schedules are a great way to customize your route to accommodate complex timing needs, while still creating the fastest route. There are two ways to create schedules: either as a one-time schedule applied to a specific stop or as a standard schedule that can be applied to stops now and in the future.
Here are some common reasons why Warriors create Schedules:
- My Priority deliveries must be made between 7am and noon.
- I have to deliver one package at a specific time.
- I can only visit certain clients in the afternoon.
A one-time schedule is a schedule you create for use on one specific stop only. One-time schedules can be added directly to a stop by selecting a stop, tapping Add Schedule, then Create One-Time Schedule. You will set a time window at that point, you'll also have the option to adjust priority, before saving the schedule.
See more on schedule priority below.
A standard schedule is a schedule that is saved so it can be applied to multiple stops now and stops made in the future. Create standard schedules and view your saved schedules by clicking the Schedules icon in the left sidbar menu. Click on the '+' button at the top right of the screen to add a new schedule. Set the priority level to the far right (red) for stops that must occur within the given time window.
How to use Priority Level
Every schedule is assigned a priority level. The priority slider is a scale from low priority on the left (blue) to high priority on the right (red). If your Stops must occur in the time window, mark them as high (red) priority level. If the time window is more flexible and you don't want to go out of your way to visit the Stop within the time window, mark it as a lower priority.
Why assign a lower priority level to a schedule?
In addition to a few stops that must occur during a specified window, you may have many others that you’d like to complete during that time window, but it may not be feasible to visit all of them in the window. Or, you might ideally like to visit a stop during a time window if it conveniently fits into your route, but you don't want to pass up other stops that are close by. By setting a lower priority, you will make the stop in the window only if it is efficient to the overall route.
Availability is a type of schedule that recurs weekly.
If you have a favorite that is only open during specific times and/or days of the week, add availability for easy management. For example, you might need to visit clients at a medical center that is only open M-F from 10am to 3pm. When you add Availability, your route will be optimized so that you will stop there only when it is open. If you are creating a route on a day or time when it is not available (in this example, on Sunday), the Stop pin will display with an X and it will not appear on your route if you try to optimize the route.
To add Availability, access your favorite via the favorites tab in the left sidebar menu. Click on any favorite to open, then select the availability option.
You can also access the availability from the Planner Map or List view by clicking on the favorite and selecting View Favorite.
After selecting availability, you will see a list of your favorite's current availability, and also the ability to add a new availability.
To add availability, the location must be saved as a favorite. To make any stop a favorite, just select the stop, then Add Favorite.
Warrior Tip: You can upload addresses as Favorites from an Excel (.XLSX) file or CSV file. Learn how here.