Field Use Case - Day Trip Training Video

 

Hello and welcome to our training video which will give you an overview of key functionality for a Field Use Case using our Day Trip Routing. 
 
eSpatial can be a valuable resource helping you to:  

• Plan your trips efficiently 

• Identify the optimum accounts to visit 

• Reduce travel time through route optimization 
• And Update trips on the fly to reduce windshield time 

Let’s say for example you have a meeting with one of your clients in Chicago but while you are there, you want to make the best use of your time and visit other clients and leads in the area. This can be done by creating a buffer from your client's location in eSpatial. 

 

Creating a drivetime buffer and Filtering Data: 

Once your map has loaded, click the pin for the client you’re visiting. Then, select Tools then Drive Time. 

In this example, we’ll set a 45-minute drive time from the client’s location. 

 

When the Buffer window appears, choose to create a buffer from this location only, and enter your desired drive time. 

Once applied, a drive-time buffer will be generated around the client’s location. 

 
 

To filter your data within this buffer, simply click on the buffer area. When the info box appears, select Filter, then choose the dataset you'd like to filter. 

Identifying optimum accounts to visit 

If you are only in the area for a day you will want to prioritize certain clients or leads. To get an understanding of the value of your leads you can style your pins using color by value to see an overview of their value and prioritize high value clients.  

• To style you pin colour by their value go to your legend and select the brush icon next to the dataset you wish to style and 

• Then turn on colour by value. 

• If you want to adjust the colours or ranges, you can change your style settings here 

You can now see the value of each pin based on their color. However, you may want to go one step further and only see the locations that are above a certain value or fit a particular category. This can be done by filtering in your table. 

Click on the double arrow icon to expand your table. Select the icon next to the column you wish to filter by and select filter results. In this case I want to filter the data that is valued over $5,000. When the filter window opens, I can use the scroll bar or type in the minimum amount values I was to see and select my enter key to confirm the value. 

Creating a Route:  

I now have the key accounts I wish to visit displaying however I’m not familiar with the area so I’m going to use eSpatial’s day trip feature to generate an optimized route for me to visit my locations.  

• I can do this by selecting the Day Trip icon and then confirming I wish to create a day trip by selecting + Day Trip 

• I can add my stops my route in two ways: 

• By clicking on a point on the Map and selecting Add stop. The first point you click becomes the Start point. The last point you click becomes the End point. If I wanted my starting point to be my initial client meeting I can start by adding this point 

• To add the rest of my pins I can do so by selecting Multi-add and then clicking on the map and dragging my mouse to draw an area around all the points I wish to route or I can select my drive time buffer and select add to route. 

• Once you have added all your stops can create your route.  
• As I want to finish my day back at the office I’m going to select round trip, I'm also going to select the Optimize Route box to get the optimum route to visit each of customers. 

By selecting the times button, I can edit the date I will be visiting the start time and the default stop time for each location. 

You will see the stop times appear in your routing menu however you can apply a standalone time for each location if you have a set meeting time set with them. Once I'm happy I can then select get route to run the route optimisation. 

Once created you can then save this route by selecting the save Icon and then save as to save the route as its own map. 

Opening route on mobile 

To open a route in mobile, log into eSpatial using your mobile browser or device, if your device is not in mobile version you can change your settings by selecting the User Dropdown and selecting View Mobile Version. 

To open a map open the main menu and select open.

   
 

 

From here you can choose to see all maps or just your maps containing a route .

Select one of your route maps, this will open your route in map view and you can see an overview of your map route. To see your stops in detail select the route button. 

Sometimes while you're out in the field, an appointment might get cancelled. But rather than letting that time go to waste, you can make the most of it by checking which clients or leads are nearby. 

One easy way to do this is by creating a buffer around your current location. 

Click on the pin representing your location, then select Actions. 
Next, choose Radius and enter your desired buffer distance — in this example, we’ll use 5 miles. 

This will generate a circular area around your selected point, showing you which clients or leads fall within that range. 

           

         

You can also search for a specific address to find potential new leads in the area. 
To do this, tap the Search button — this will open the address search bar. 

Start typing the address you're looking for, and you’ll see a list of suggested matches. 
You can either tap one of the suggestions, or press the Enter key on your mobile keyboard to view all matching results.  

         

To edit your route, start by selecting the Route button. When the list of stops appears, tap Edit Route. 

               

To add a new stop, click + ADD to manually enter an address, or use the Back button to select a point directly from the map.

            

Once you've added your stops and chosen whether or not to optimise the route, tap Get Route to generate your updated route plan. 

To open directions to a stop, tap Route, then click the map icon next to the desired stop. From there, choose your preferred navigation app — either Waze or Google Maps. 

           

After visiting a stop, you can update its information — such as adding notes or updating the last visited date. To do this, select the stop on the map, then tap Info. When the info box appears, click Edit and update the fields as needed. 

             

Finish 

Thank you for watching our training video on creating day trip routes within eSpatial. If you have any questions, you can contact us by emailing help@espatial.com or by selecting the chat button to the bottom left -hand corner of your screen when on our website or logged into eSpatial. You can also visit our video resources page to view other helpful videos.