Plan once. Execute everywhere. Improve every day.
Route Wizard is the planning brain of the field. It decides what should happen across recurring agreements, one-time visits, territories, and route constraints — then your execution apps (Field Sales, Field Service, Delivery/DSD) run the plan in the field.
Route Wizard
Planning Brain
Agreements
128
Routes
31
Compliance
97%
Field Sales receives published visit plan
Field Service gets optimized technician sequence
Delivery / DSD gets balanced route workloads
How It Works
Route Wizard decides WHAT happens. Apps execute it.
Model Agreements, Territories, and Constraints
Supervisors define recurring visit agreements, one-time demand, territory boundaries, and planning constraints. Route Wizard turns those inputs into a single planning model for the whole field operation.
- Recurring and one-time visits in one planning queue
- Territory definitions by geography, customer sets, and team ownership
- Constraint setup: time windows, capacity, priority, and service rules
- One source of planning truth for Sales, Service, and Delivery teams
Efficiency
94%
Total stops
31
Capacity used
81%
Jake Morrison
12 stops · 142 km
92%
load
Sara Lindqvist
9 stops · 98 km
74%
load
Tom Ackerman
10 stops · 117 km
78%
load
Generate and Publish Optimized Routes
Route Wizard calculates optimized route plans, balances workload, and flags exceptions before publish. Managers can fine-tune and release plans to the execution apps with full visibility.
- Automated multi-route generation with travel optimization
- Workload balancing across reps, technicians, and delivery teams
- Exception warnings before publish (overload, overlaps, missed commitments)
- Published plans flow directly to Field Sales, Field Service, or Delivery execution
New portal order received
Metro Foods Ltd. · $1,432 · Auto-added to route
Jake Morrison
Updated13 stops · 149 km
97%
load
Sara Lindqvist
9 stops · 98 km
74%
load
Tom Ackerman
10 stops · 117 km
78%
load
Track Compliance and Continuously Improve Plans
After execution, Route Wizard measures compliance and performance against plan. AI agents identify drift, explain bottlenecks, and recommend planning improvements for the next cycle.
- Planned vs executed visit compliance by team and territory
- Route KPIs: distance, stop efficiency, on-time completion, utilization
- AI-powered recommendations for rebalancing and resequencing
- Continuous loop: every execution cycle improves the next plan
Reps active
11
Orders done
87
Collections
$41k
On route
96%
AI Agent Activity
Anomaly Agent
Route deviation: Rep #14 off-plan 22 min
Reconciliation Agent
ERP sync complete — 0 discrepancies
Insight Agent
Kroger #1142 order down 40% — churn risk
Automation Agent
Auto-reorder executed: SKU-771 (threshold hit)
Key Features
Recurring Visit Agreements
Define weekly, bi-weekly, monthly, and custom visit commitments per customer or location. Route Wizard ensures agreed visits are generated and never missed.
One-Time Visit Planning
Add ad-hoc visits for urgent deliveries, incidents, or special campaigns without disrupting the rest of the route plan.
Territory Planning
Model territories by geography, customer clusters, workload, and travel constraints so planning stays balanced and scalable.
Travel Optimization
Minimize total distance and travel time with constraint-aware optimization across time windows, priorities, and capacity limits.
Automated Route Generation
Generate route plans for single or multiple teams in minutes, with clear rationale and editable recommendations for supervisors.
Visit Compliance Tracking
Track planned vs executed visits, late arrivals, skips, and sequence deviations with full audit visibility.
Workload Balancing
Distribute stops and travel effort fairly across teams to reduce overtime, burnout, and service gaps.
Route Performance Analytics
Measure route quality, utilization, on-time execution, and trend changes to continuously improve planning outcomes.
AI Agent Capabilities for Route Wizard
Background AI agents continuously watch your route wizard data — detecting anomalies, reconciling records, and surfacing insights.
AI agent features are currently available to invited customers. Contact us to join the early access programme →
Agreement-Driven Planning Intelligence
AI agents monitor recurring agreement schedules and one-time demand, surfacing planning conflicts before routes are published.
Optimization Variance Detection
Agents compare generated plans versus actual execution, highlighting systematic travel waste and missed optimization opportunities.
Compliance Drift Monitoring
Visit skips, sequence deviations, and overdue commitments are continuously tracked and explained with root-cause context.
Workload Rebalancing Recommendations
AI suggests stop reallocations across teams when territory imbalance or over-utilization trends are detected.
Gallery
Browse app screenshots and interface walkthroughs — see exactly what the solution looks like in action.
Use Cases
Field Sales Planning
Publish optimized daily and weekly visit plans to sales reps so they execute the right customers in the right sequence.
Field Service Dispatch Planning
Prepare technician schedules and site sequences based on SLAs, location, and workload before dispatch starts.
Delivery / DSD Route Planning
Create efficient delivery routes that respect customer windows, capacity limits, and stop priorities.
Cross-Team Planning Governance
Use one planning engine across sales, service, and delivery while each app keeps execution workflows domain-specific.
ERP Integrations
Industries
Pricing
Dynamics Mobile pricing is based on the number of mobile users and the solutions deployed (Field Sales, Warehouse Mobility, Field Service, etc.). Estimate your cost and ROI using our pricing calculator.
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