Smart Routing is an optional feature available within the Dispatch workflow following the Job Creation step in the Titan Web app. It is based off the first stop entered into the Job. When the user is ready to dispatch a job, the user can select Smart Routing, which will look for the most efficient route for the driver.
Note: Smart Routing is only available to jobs including four (4) or more stops.
How to use Smart Routing
Please follow the steps below to use the Smart Routing step.
From the Titan Dashboard navigation (top of map) in the Titan Web app, click New Job.
Note: If your Dashboard does not display the Dispatching model on the side, hover your mouse over FieldDocs in the top navigation bar, then click Dispatching and Routing. In the dispatching dashboard, select “add job.”
The New Job panel appears.
In the New Job panel, complete the available fields:
Job Name: Use the entry field to enter the name of the job.
Note: Avoid the use emojis when entering a job name.
Form: Use the drop-down to select a form, if required.
Note: If a form is required, ensure the driver's profile has Forms enabled.
Note: If a form is required for this job, the driver will be prompted to complete the form once all stops in the job are completed. This will result in storing this form in the digital “forms section” of Titan, as well as a PDF that will be saved in the dispatched job in the “Dispatching Dashboard.”
Click Next.
The Add Stops panel appears.
In the Add Stops panel, enter stop details under New Stop using the following fields:
Address (Required)
Stop Name (Required)
Contact Name
Contact Email
Contact Phone
Special Instructions
Note: Avoid the use of emojis when entering any special instructions.
Click Add Stop.
Click + New Stop to add multiple stops, if required, completing Step #4-#5 for each stop entered.
Note: Each stop must be entered one at a time.
Once all stops are entered, click Save & Dispatch to dispatch a Job or click Save Job to dispatch at a later time.
The Dispatch Job panel appears.
Use the radio buttons next to "Dispatch By:" to dispatch by Driver or Vehicle.
To dispatch by Driver:
Click the radio button next to "Driver."
Locate a Driver using the list or the Search field and check the checkbox next to the applicable selection. You may also check the box next to "All Drivers" to dispatch the job to all drivers.
To dispatch by Vehicle:
Click the radio button next to "Vehicle."
Check the checkbox next to the applicable vehicle by using the Nearest Asset section, the Search field, or the list of Vehicles. You may dispatch the job to all vehicles by checking the box next to "All Vehicles."
Click Select Route.
The Route Information panel is shown. Route information is displayed in the chronological order that stops were entered in by the user. Clicking the cart icon opens the See Details drawer to provide stop details.
Click Smart Route.
Note: Clicking the Smart Route option does not delete your route information as shown above. Instead, the optimized route details are shown under the "Current Route" section.
The optimization is run and an Optimized Route option is displayed under the Current Route section.
Use the radio buttons next to "Current Route" and "Optimized Route" to view the route in the map.
To select the Smart Route, click the radio button next to "Optimized Route" and click Dispatch Job.
The Job status shows "Dispatched."
In the mobile application, the driver receives the job (must be in Online mode) and can acknowledge receipt by tapping Acknowledge.
To begin the job route, the driver taps on Start.
From the Web app Dashboard, the user can see as the driver completes the route.
Green = Completed
Blue = On route
After the driver completes all stops in the job and taps the final Complete in the application, the job will move to the completed tab on the mobile application.
The Job status reflects Completed in the Dashboard web app.
