Switch to a bump schedule

Comments Off on Switch to a bump schedule by on January 8, 2009

Delivering on a fixed schedule (“every Monday”) has two major benefits: it’s easy to remember and generates more revenue annually since holidays aren’t skipped. However, since businesses are closed on the actual holiday, most dealers “double up” on routes during holiday weeks. This requires extra labor, trucks, overtime and frustration. For the vast majority of […]

Assign will call accounts to a delivery schedule

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There’s a big difference between making special deliveries on an emergency basis and having it built into the delivery system. A customer who runs out of water or has a missed delivery probably deserves special consideration. But offering “will call status” – meaning a customer can call for service at any time – is an […]

Take advantage of online maps

Comments Off on Take advantage of online maps by on January 8, 2009

There are many inexpensive (and even free!) mapping services that can help find customers in a flash. Some of the more popular services are Google Maps, MapQuest, Microsoft Live Maps and Yahoo Maps. These are all much better than traditional desktop software such as Microsoft Streets & Trips for locating customers. Online mapping offers: • […]

Clean up customer data

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Before getting into the nuts and bolts of routing, take a few minutes to make sure the right data is being used. Are all the active accounts present? Should suspended accounts or will calls be included? Are the product quantities and revenue reasonable AND accurate? If there are any major discrepancies, take a little time […]

Divide and Conquer

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The easiest way to hit the “Go Live” date is to use every resource possible. Select a point person to run the project, but allow them to “hire” people from other departments to help. For example, the service manager might collect route logs each week and make sure they’re properly filled out. Customer service could […]

Talk with the drivers

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Skipping this step means missing out on valuable “insider” knowledge that isn’t written down anyplace. It’s important to know when customers are closed or expect deliveries on a particular day. You might not choose to honor every request, but at least it won’t be a surprise down the road. Tip: Let the drivers know that […]

Contact the billing system vendor

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It’s much easier to work with digital route data than with printed reports. Contact your vendor and ask them how to export data into Excel (CSV) format or to send you a file. Most vendors can do this easily and are happy to help out. This file will make life much easier all around. And […]

Track overall fleet mileage and hours

Comments Off on Track overall fleet mileage and hours by on January 8, 2009

Use daily route logs to track vehicle mileage and route hours for at least two weeks and review the results. This information tells you exactly what’s happening on the street today without requiring an investment in GPS equipment. For example, the route logs might show an average route day of nine hours long with ninety […]