This tutorial explains the process for configuring the Headlight delivery calendar. Bottled water and coffee service companies can also add holidays for the upcoming year to make sure the delivery schedule matches the billing system.
Instead of using multiple SKUs, Headlight allows you to group similar product together. For purposes of route planning, it doesn’t matter what kind of 5 gallon bottles are being delivered. The product file needs to be customized to (a) reflect your preferred product groupings and (b) normalized volume.
Many businesses have restrictions when deliveries can be made either because the business isn’t open or won’t allow vendors onsite during certain times. These restrictions are often collected manually using different formats (e.g. military time, am/pm, English phrases, etc). They must be standardized to allow importing into Headlight Route Planner from a spreadsheet or CSV […]
Headlight can run from any standard browser like Firefox, Safari, Chrome and Internet Explorer, but using the Fleet Manager application takes an extra couple of steps. You’ll need to configure a Remote Desktop Connection (RDC) to run Fleet Manager. This utility come with all versions of Windows and the setup instructions are similar. Click here […]
Headlight can run from any standard browser like Firefox, Safari, Chrome and Internet Explorer, but using the Fleet Manager application takes an extra couple of steps. You’ll need to configure a Remote Desktop Client (RDC) to run Fleet Manager. This free component can be downloaded from Microsoft and the setup instructions are the same for […]
Every HeadlightTM account includes a secure FTP dropbox for receiving customer, delivery and product information. The Headlight Data BridgeTM checks your dropbox every night and performs a “smart synchronization”.
Check out Headlight’s brand new Reports Tab. In addition to displaying lists of customers that meet different criteria, these reports are also interactive. Show the map location by clicking the account ID or use the Edit link to update the account information. You’ll also find examples of custom reports and MobileIQ’s route balancing project forms.
The latest Headlight release includes some major enhancement for getting customers pinned (aka geocoded) on the map correctly. It includes reporting tools for identifying mispinned accounts, ability to view individual route days and using Google Maps for all address lookups.
The latest Headlight release includes some new features that will help you keep the route information up-to-date. Most of you already use Smart Sync to transfer information between the billing system and Headlight. Depending on the vendor, it may even be happening automatically behind the scenes each night. The problem was users often forget to […]
This tutorial explains the process for updating Headlight using Smart Sync files. We recommend weekly updates for most industries with prescheduled delivery routes, but consider making daily updates when new accounts are added frequently. Enable Smart Sync Before importing files the first time, Smart Sync must be part of your Headlight plan and enabled. Just […]
Every Headlight account come with Smart Sync. In order to use this feature, you’ll need to have Smart Sync enabled and some technical information which can be found under Setup.
This screencast explains how to cancel your Headlight account. Note: Once your account is canceled, all your project information will be immediately and permanently deleted. If you have a paying account you won’t be charged again but you are responsible for any charges already incurred. Get the Flash Player to see this content.
You can make global changes to the Headlight database using Fleet Manager. The basic steps are enabling edit from the customer view and using Search & Replace to update specific fields.
This screencast covers the Headlight signup process and addresses some common problems.
Need to quickly plan a route? These 25 orders were routed in less than thirty seconds!!!
The driving mileage also dropped by 85 miles and saved 2 1/2 hours of route time. Just click on any ETA link in the left sidebar to show orders for a single route day. Use the Quick Route dialog to optimize and get driving directions in seconds. When everything’s ready, just print from your browser and hand it to the driver.
Every Headlight account starts as a free Test Drive. You can upgrade your account or change plans from within Headlight. Just click Setup, select the Billing tab and follow the instructions. After purchasing a paid plan, you’ll receive an upgrade token by email. This two-step process ensures the transaction takes place securely.
The big news is Headlight’s slick new Import Data Wizard.
CSV stands for Comma Separated Values, sometimes also called Comma Delimited. A CSV file is a specially formatted plain text file which stores spreadsheet or basic database-style information in a very simple format, with one record on each line, and each field within that record separated by a comma. It’s important that the individual “records” […]
Quickly identify contacts that aren’t pinned to street address and correct them.
My Info and Setup have been merged into a single item called “Setup”. All account information is quickly accessible from the four main tabs: My Info, Settings, Import/Export and Billing. It’s much easier to navigate.
Importing has been completely overhauled to make importing files quick and easy. After you select a file, Headlight automatically matches fields and flags records that can’t be imported. Smaller jobs are geocoded in real-time, so map symbols appear instantly.
Learn how to import deliveries and service calls into Headlight for route planning.
Adding “dummy” or “relay” stops is a handy way to fine-tune the routes. You can avoid certain roads and force routes to run a particular way. It also lets you add extra time for heavy traffic, waiting for a train crossing, going through security checkpoints, etc. It’s a great way to handle unusual route planning situations.
Learn how to change AVG settings to run Headlight Route Balancing applications
Cool features in this release include Automated Delivery Reminders, My Calendar, Suggest Routes, Estimated Arrival Times, Dashboard Notices and Login Help.