Route Tracker Overview

The Route Tracker is your day-of dispatch view for your Commercial & Residential routes in Docket. It gives Office Admins and Dispatchers a live look at what's happening across your routes from the moment drivers start their day to the last stop completed.

Instead of piecing together route status from separate screens, the Route Tracker puts everything in one place: your stop sequence, real-time completion progress, unassigned ad hoc stops, and a map view of your entire operation. It's where you manage exceptions, adjust routes on the fly, and keep the day running smoothly.

Before You Start

Here are a few things to know before you continue:

• You'll need Admin or Office Staff-level permissions to use the Route Tracker.
• At least one Recurring Route with Recurring Stops must already exist in your account before anything will appear in the Route Tracker. 
• Ad hoc stops can be assigned to a route from the Route Tracker, but they must be created beforehand. 

Access the Route Tracker

There are 3 ways to get to the Route Tracker in Docket:

1. Click into "Route Tracker" in the left-hand menu. This is the most common way to access it.
   
   
    
2. From the Dispatch Board, click the "View in Route Tracker" button to jump directly to the tracker.
   
   
    
3. From the Route Editor page, click on the Actions icon to open the tracker with that specific date and route already loaded.
   
   

Route Tracker Layout

When you open the Route Tracker from the left-hand menu, it defaults to today's date.

The Route Tracker is split into 2 main areas:

1. The left-hand routes panel with your routes.
2. The right-hand map with your routes' stops.

Routes Panel

The left-hand panel is divided into two sections stacked on each other with the top section being your primary route view where you'll spend most of your time.

1. Use the Calendar to navigate to a specific date and see which routes are running that day. The arrow buttons next to the date picker let you step forward or back a day, or jump straight to the route's next or previous scheduled day.
2. From the Route List Drop-Down, you can select any route for the chosen date. If a date in the future is selected using the calendar, the drop-down will show both Active and Inactive routes for that day.
3. The Key Route Indicators at the top of the stop list shows a summary of the route's status for the day. Indicators include:
   • Total Stops: The full count of stops scheduled for this route today.
   • New Stops: Stops that have not yet been started.
   • Paused Stops: Stops that have been paused for today's service.
   • Ad Hoc Stops: One-time stops added to the route for today only.
   • Failed Stops: Stops marked as failed by the driver, such as a bin that was not out for service.
4. The Action Icons at the top of the stop list give you options to locate the next stop, view route details, download/print the route, reassign remaining stops, and send a notification to the clients on the route. You'll also see a Filters button next to the search bar that allows you to sort a route's stops by their completion status and/or activity type.
5. Once you select a route, all the stops for that route appear in order below the dropdown. You can reorder stops by dragging and dropping them into the order you need. You'll also see flags when a stop has been paused or failed along with icons indicating if it's a newly added stop (blue star) and/or if the driver reported an issue about it in the mobile app (red or green chat bubble). 
6. You can drag the Expand Bar up and down to show more or fewer stops in the top list. 

By default, the list only shows stops that are actually running that day. Stops that aren't running are labeled Inactive and hidden from view. 

To make them show in the list, click the three-dot menu and click on "Inactive stops: Hidden".

To hide inactive stops again, click the three-dot menu again and click on "Inactive stops: Shown".

TIP: The stop numbers update automatically to match whichever view you're using.

The bottom section defaults to showing you a list of your Unassigned stops, but you can change it to list the stops on a saved route. 

You can use it to compare two routes at once or to pull up unassigned stops so you can drag them into the top route to add them. 

You can drag stops from the bottom section up into the top route, but you cannot drag stops from the top route down into the bottom section. 

However, you're able to reorder the bottom route’s list of stops for the day just like the top.

Map View

The map on the right shows all the stops for the route selected in the top section of the left-hand routes panel and you can click any pin on the map to open that stop's details.

The map's toolbar in the top-right gives you several controls to customize your view.

Map settings include:

1. A way to switch between Street, Hybrid, and Satellite map views.
2. A way to switch between the map clustering stops together or showing each individual stop.
3. A way to draw around a group of stop pins on the map to select them all at once. Once selected, the stops will be highlighted in the bottom route list and can all be dragged into your top route list together.
4. A way to show or hide individual routes on the map so you can focus on a specific route without visual clutter from others.
5. A way to show or hide territory boundaries on the map view.
6. A way to show or hide driver assignments on the map.
7. A way to show or hide your dump sites and yard locations from the map view.

TIP: The lasso tool is especially useful when you have a cluster of unassigned stops in a specific area and want to add them to a route all at once. Draw your selection on the map, then drag the highlighted stops from the bottom list to the top.

Stop Cards Overview

Each stop in your route list appears as a stop card. Stop cards give you an at-a-glance view of key details so you can scan the route quickly without opening each stop individually.

Stop cards display the business or client’s name as the primary identifier so you can read your route by business/client name rather than street address. 

If a driver has added a photo to a stop or flagged an issue with it, a chat bubble icon will appear on the stop card to indicate that. You can hover over the comment icon to preview the text or click the image icon to view the photo.

Manage Stops on the Day of Service

The Route Tracker is where you'll handle route exceptions and make adjustments as the day unfolds.

Assign Stops to a Route

Unassigned stops can be added to a route directly from the map or by dragging them from the bottom list to the top list. You can move a single stop or a group of stops depending on what you need.

To add a stop from the map, follow the instructions below:

1. Select the route you want to add a stop to in the top list. 
2. Locate the stop you want to assign on the map. Clicking the 'Locate on map' icon to the right of a stop will auto-find it on the map for you. 
   
   
3. Click and drag the stop pin into the top list.
   
   
4. Re-position it in the route, if needed.
5. Click "Submit" to save your changes.
   
   

TIP: If you need to assign multiple stops at once, use the lasso tool to draw a selection around a group of stop pins on the map then click and drag the grouped stops (e.g., 2 Stops) into the route.

To assign a stop from the bottom panel, follow the instructions below:

1. Select the route you want to pull a stop from in the bottom list. 
2. Locate the stop you want to (re)assign in the list.
   
   
3. Click and drag the stop up into the top list.
   
   
4. Re-position it in the route, if needed.
5. Click "Submit" to save your changes.
   
   

Please Note: You can drag stops from the bottom route up into the top route, but you cannot drag stops from the top route down into the bottom route.

Reorder a Route’s Stops for the Day

If you need to change the order of a route's stops during the day, you can reorder them directly in the route's list of stops.

 To do that, just follow the instructions below:

1. Select the route you want to reorder the stops for. 
2. Locate the stop(s) you want to reorder in the list.
3. Click and drag the stop(s) to a new position in the route.
   
   
4. Click “Submit” to save your changes.
   
   

Pause a Stop

If a stop needs to be paused (skipped) for the day, you can do this directly in the route's list of stops.

To do that, follow the instructions below: 

1. Select the route the stop is in. 
2. Find the stop in the route's list.
3. Click the three-dot menu to the right of the stop card.
4. Click "Schedule Adjustment" from the options that appear.
   
   
5. Add an Adjustment Name, like "Vacation".
6. Add a Start Date and End Date if the adjustment is temporary or toggle on "Pause Indefinitely" if the stop needs to be skipped for an undetermined amount of time. 
7. Click “Confirm” to save your changes.
   
   

Notify Your Clients About a Route Change

Docket doesn't notify clients automatically when you change a route, but you can send a message to every client on a route by email or text after you've made a change. Click here to learn more about bulk notifications.

To send an email notification, follow the instructions below:

1. After making a change to a route, click on the three-dot menu at the top of the route. 

2. Select “Send Notification” to message every client on the route for the date shown.
   
   TIP: If you click “Reassign Remaining ...” to reassign the route's remaining stops, Docket prompts you to notify the impacted clients.
   
   

3. Choose whether you want to send an email or text message to the affected clients.
   
   TIP: Docket will tell you how many of your clients have an email address vs. phone number so you can make an informed decision around which method to use.
   
   

4. The clients on the route will auto-populate as Recipients, but you can remove some or add more if needed.

5. Add a Subject and Message explaining the changes to your clients' route.
   
   TIP: Use the Merge Tags so Docket can autofill the info when it sends the message.

6. Click "Send Emails".
   
   

To send a text notification, follow the instructions below:

1. After making a change to a route, click on the three-dot menu at the top of the route. 

2. Select “Send Notification” to message every client on the route for the date shown.
   
   TIP: If you click “Reassign Remaining ...” to reassign the route's remaining stops, Docket prompts you to notify the impacted clients.
   
   

3. Click on "Send Text Message Instead".
   
   TIP: Docket will tell you how many of your clients have an email address vs. phone number so you can make an informed decision around which method to use.
   
   

4. The clients on the route will auto-populate as Recipients, but you can remove some or add more if needed.

5. Docket will show you how many texts will be sent vs. how many of your monthly text amount you've already used. If sending these text notifications will put you over your plan, the overage charge will appear here too so you know what to expect on your bill. 
   
   Please Note: A single text message can include a maximum of 160 characters.

6. Add a Message explaining the changes to your clients' route.
   
   TIP: Use the Merge Tags so Docket can autofill the info when it sends the message.

7. Click "Send Texts".
   
   

View or Edit a Stop's Details

Clicking on a stop in one of the route lists or on a map pin opens the stop's details. 

From here you can review and edit the stop's basic details and see a full timeline of historical activity for that stop.

TIP: If you change the address on a recurring stop, Docket asks you how far the change should reach. Click here to learn how to choose the right option.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!