Quick Start lets you learn Headlight in an organized manner. Each lesson consists of a brief explanation, short video tutorial (typically 2 to 4 minutes) and a spot for questions and comments. These build progressively, but feel free to dive in anywhere or skip ones that aren’t needed immediately. You can always come back any time for a refresher course.
This lesson covers the basics of using Headlight. It includes searching for orders, Info Balloons, finding addresses and places, screen layout, map display options and some “hidden” map features. Since most Headlight features rely on the Dashboard, it’s highly recommended for new users.
Learn to add individual orders, deliveries and service calls and place them accurately on the map. Although most will match properly (a process called “geocoding” or “pinning”), there’s usually a few mistakes along the way. Learn how to quickly identify and correct missing, incomplete or invalid delivery addresses.
A depot is any place where the routes start and finish. It could be an office location, warehouse, processing plant or service center. You’ll learn how to change the default location, add new ones and pick different symbols for displaying depots and routes. If the depots aren’t pinned accurately, the route mileage won’t be accurate. This lesson also covers customizing the Map Markers used for displaying orders on the map.
You’ll probably be pulling data from another system into Headlight. That could include CSV files, Excel spreadsheets or a standalone billing, order entry or CRM system. This is a short and invaluable lesson.
Fleet Manager is used for planning daily routes, reviewing existing routes and creating route scenarios. Topics include changing display options, renaming product categories, customizing Route Statistics and filtering routes. Knowing your way around will save considerable time when planning routes.
Alrighty – it’s routing time! This lesson starts by importing a file with new orders and finishes with a street-ready route scenario. For companies with multiple vehicles and depots, we recommend watching this lesson before moving onto Multiple Vehicle Routing.
This lesson explains how to route multiple vehicles out of multiple depots. It includes assigning drivers to specific areas, balancing routes by different criteria (stops, hours, revenue) and useful tips for getting the job done quickly. The three examples can easily be adapted to handle almost any routing situation. For anyone spending hours each day on route planning, this is the must-watch lesson.
Most companies expect drivers to sequence each day’s order and add special deliveries manually. That takes at least 30-45 minutes each day. Instead, try handing out daily route books with maps and driving directions. You’ll make everyone’s workday shorter, drop the fleet mileage by 20-40% and make things easy for relief drivers (like the office manager!).
This lesson explains how to add (and remove) additional users. It’s particularly useful across different departments and office locations. Learn how sales and service can take advantage of different Headlight features to make their jobs easier.
Use Headlight to quickly answer common service questions. Customer service reps can instantly find a driver assignment, ETA (Estimated Time of Arrival), locate nearby drivers for same-day orders, email a delivery schedule and even print directions for an emergency delivery from the office.
Do your customer ever call and ask: “I need something right away. When can you be out here?” This lesson explains how to efficiently route last minute deliveries. Different industries have different terms (e.g. will call, ASAP, special, emergency, on demand), but it all means the same thing. Here’s how to look like you’re going out of the way without actually going out of the way.
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.
Every delivery or service call takes some amount of time to complete. In Headlight, that’s known as the service time (or premise time). It’s the number of minutes required to complete the delivery or service call. Service times are important for determining the arrival time (ETA) for each delivery during the day and estimating how long the route will take to complete.
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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.
Morgan Services Indy route scenario review
Headlight lets you print maps, driving directions and delivery instructions for any route day. It’s a great help for the drivers, especially when making deliveries or service calls to a new area.
Headlight now lets you show route paths. Just click on any ETA link in the left sidebar. Headlight will instantly filter the view to only show deliveries on the same route and date (i.e. one route day). The matching route path shows every stop in sequence. It’s a great way to quickly see how a route is being driven.
Learn how to import deliveries and service calls into Headlight for route planning.
Learn how to change AVG settings to run Headlight Route Balancing applications
Let your customers access delivery schedules online at any time. It includes a professionally designed PDF calendar perfect for printing. No need to hand out new schedules every time the delivery route changes.
