Customer Communication Manager Releases 0

About Customer Communication Manager 5

• What is Customer Communication Manager?
• How does Customer Communcation Manager work with DRTrack?
• DRTrack Order Statuses
• Frequently Asked Questions
• Appendix

Configuring DRTrack for Communication Manager 2

• DRTrack Initial Configuration and Deployment
• Configuring Orders and Accounts

Configuring Communication Manager 4

• Configurating Notification Service Settings
• Rulesets
• Configuring Tracking Portal
• Exporting and Importing Rulesets

Customer Communication Manager User Guide (PDF) 1

• Customer Communication Manager User Guide

About Daily Planner 2

• About Daily Planner
• Appian Daily Planner User Guide (PDF)

Setting Up Daily Planner 2

• DRTrack Required Information for Daily Planner
• Navigating to DRTrack

Daily Planner Organization & Management 4

• Organization & Management Page
• Daily Planner Branches Page
• Daily Planner Assets Page
• Daily Planner Trucks Page

Navigating Daily Planner 2

• General Layout
• Working with Route Color Labels

Daily Planner Dashboard 5

• About the Dashboard
• Single Route View
• Route Bar Chart
• Stops Bar Chart
• Tracking Gantt Chart

Daily Planner Route Planning 6

• About Route Planning
• Set Default Aliases
• Unloaded Orders
• Truck Profile
• Route Building Wizard

See all 6 articles

Daily Planner Route Planning Options 9

• Populating Orders to Daily Planner
• Boundaries
• Selective Route Building
• Map Panel and Interactions
• Route Card List

See all 9 articles

Daily Planner Managing and Editing Routes 6

• About Managing and Editing
• Moving Stops by Dragging and Dropping a Card
• Moving Stops Between Routes on the Map
• Route Card Kebab and Bulk Actions Menu
• Finalize Routes

See all 6 articles

Daily Planner Unloaded Order Cards 9

• About Unloaded Order Cards
• Card View or Grid View
• Filter and Sort Unloaded Orders
• Multi-Select Tool
• Geocode Multiple Orders

See all 9 articles

Daily Planner Card Layout Editor 4

• About the Card Layout Editor
• Card Styles and Layouts
• Create a New Layout
• Creating a Default Card

Daily Planner Dispatch 4

• About Dispatch
• Dispatch Dashboard
• Assignment Data Grid
• Exporting Routes to Customer Communication Manager

Daily Planner Boundaries 1

• About Boundaries

Daily Planner Fixed Routes 9

• About Fixed Routes
• Create or Edit a Fixed Route
• Delete or Unload a Fixed Route
• Including Predefined Routes in Route Planning
• Trim Expected Orders

See all 9 articles

Daily Planner Trucks 3

• About Trucks
• Search Truck Records
• Managing Truck Records

Daily Planner Points of Interest (POI) 6

• About Points of Interest (POI)
• Creating, Editing, and Deleting POIs
• POI Panel and Map Cards
• Searching, Sorting, and Filtering POIs
• Assigning POIs

See all 6 articles

Daily Planner Accounts 13

• About Accounts
• Creating Accounts
• Editing Accounts
• Sorting and Filters
• Searching Accounts

See all 13 articles

Daily Planner Preferences 5

• Prescriptive Intelligence
• Aliases
• Algorithm
• Distances
• Vehicle and Navigation Settings

Daily Planner Addendums 0

Daily Planner Releases 10

• Daily Planner 25.1 (March 2025)
• Daily Planner 24.4 (December 2024)
• Daily Planner 24.3 (October 2024)
• Daily Planner 24.2.2 (August 2024)
• Daily Planner 24.2.1 (August 2024)

See all 10 articles

FAQs 18

• How is Daily Planner different from DirectRoute or DRTrack?
• Why does Daily Planner require a company name when logging in?
• How do I change algorithm settings?
• How does data sync between DRTrack and Daily Planner?
• Does all of the data still reside in the DRTrack databases?

See all 18 articles

Getting Started with DirectRoute 6

• About the DirectRoute Suite
• About the DirectRoute User Guide
• About the Trimble ClientCenter
• System Requirements and Updates
• DirectRoute Installation

See all 6 articles

DirectRoute Components 6

• About this Section
• DirectRoute Menu
• Map Menu and Map Tools
• Map Symbols and Color Chart
• Toolbar and Icons

See all 6 articles

Routing Overview 5

• About Routing
• Routing Data
• Types of Routes
• Routing Preferences
• Routing Preferences and Options Table

Route Files 6

• About Route Files
• Creating Route Files
• Stop Files
• Time Windows
• Stop File Fields and Descriptions Table

See all 6 articles

Geocoding Records 1

• About Geocoding

Building Routes 2

• Optimize Between Routes
• Should your fleet deliver an order or hire someone else to deliver it?

Account Master File 4

• Account Master File
• Import/Extract an Account Master
• Extract a Daily Order File
• Extract to Create a New Stop File

Truck File 3

• About the Truck File
• Create a New Truck File
• Truck File Fields and Descriptions Table

Route Book 1

• View Route Violations

Advanced Routing 1

• Special Equipment Codes

Drawings and Boundaries 7

• About Drawings and Boundaries
• Text Tool
• Line Tools
• Boundary Tools
• Polygon Tools

See all 7 articles

Exporting Route Information to ERP/WMS/OMS 2

• Creating a URP File
• URP Field Names Table

ResourcePro Module 1

• About ResourcePro

SchedulePro Module 9

• About SchedulePro
• Create a New SchedulePro Project
• Review Preference Settings
• Create/Update SchedulePro Files
• SchedulePro Stop File Fields Table

See all 9 articles

TerritoryPro Module 1

• About TerritoryPro

TransportationModeler 9

• About TransportationModeler
• TransportationModeler Tools
• Create a New Transmod Project
• Update/Set Mode Selection Settings
• Create/Update Transmod Files

See all 9 articles

DirectRoute User Guide (PDF) 13

• DirectRoute 25.2 (June 2025)
• DirectRoute 24.2 (June 2024)
• DirectRoute 23.4 (January 2024)
• DirectRoute 23.1 User Guide (April 2023)
• DirectRoute User Guide 22.4 (February 2023)

See all 13 articles

DirectRoute Releases 23

• DirectRoute Release Updates
• DirectRoute 25.2 (June 2025)
• DirectRoute 24.4 (January 2025)
• DirectRoute 24.3 (October 2024)
• DirectRoute 24.2 (June 2024)

See all 23 articles

FAQs 5

• I received an error, how do I report it?
• How do I encrypt my DRTrack username and password?
• How do I update my DirectRoute serial number?
• Time Zone Arrival/Departure in the Route Book
• Does the load algorithm impact how DirectRoute optimization works?

Getting Started 1

• Template - Truck File

Getting Started with DRTrack 3

• About DRTrack
• Access and Login
• DRTrack Requirements

Server Requirements by Component 4

• About Server Requirements
• SQL Server
• Website Operating System
• 3rd Party GPS Data Interfaces

Site Administration 6

• About User Groups
• DRTrack Dashboard
• User Group Manager
• Manage Roles (Permissions)
• Manage Users

See all 6 articles

Dispatch Menu 11

• About the Dispatch Tab
• Create Accounts
• Create Order
• Device Map
• Driver Login

See all 11 articles

Route Board 2

• About the Route Board
• Build Routes

Routes 8

• About Routes
• Route Summary
• Driver Pre-Assignment
• Editing Routes
• Stop Summary

See all 8 articles

Reports 9

• About Reports
• Account History and Branch Summary Reports
• DOT HOS Exception Report
• Driver Performance and Trip Reports
• DOT/Activity Logs

See all 9 articles

Customer Service Tab 2

• About the Customer Service Tab
• Order Status and Management

Admin Menu 11

• About the Admin Tab
• Banner Manager
• Branch Manager
• Email Manager
• Audit

See all 11 articles

Customers 5

• About the Customers Tab
• Accounts (Account Management)
• Emails & Notifications (Email Manager)
• Point of Interest (POI) Manager
• Ship To (ShipTo Manager)

Master Routes 8

• About Master Routes
• Export Master Routes from DirectRoute
• Manage Master Routes
• Edit Master Routes
• Route Violations

See all 8 articles

DRTrack ERP Interface 2

• About the ERP Interface
• ERP Order Import Tables

DRTrack Configurations and Settings 2

• About Configurations and Settings
• Configuration Settings Table

DRTrack User Guides (PDF) 1

• DRTrack User Guide (PDF format)

DRTrack Releases 31

• DRTrack Release Updates
• DRTrack 25.2 Release Notes (July 2025)
• DRTrack 25.1 Release Notes (March 2025)
• DRTrack 24.4.2 (February 2025)
• DRTrack 24.4.1 (January 2025)

See all 31 articles

FAQs 7

• How do I remove a long drive time from the route calendar?
• How do I move stops from one Master Route to another?
• What does a dirty route mean?
• What does Afct. Routing mean?
• How does order data flow between DRTrack and DirectRoute?

See all 7 articles

DRTrack Getting Started 2

• Privacy Policy
• Trimble MAPS review of the Apache Log4j 2 security issue

Order Import Service 9

• What is the Order Import Service?
• Required Order Information
• Options for Importing Orders
• Web Services
• DirectRoute (Legacy) File Import

See all 9 articles

OKTA Set Up 6

• OKTA - Initial Set Up Procedures
• OKTA - Specific Settings for End of Logout
• OKTA - How to Add Users
• OKTA - How to Configure DRTrack
• OKTA - How to Add or Edit Groups

See all 6 articles

DRTrack Integrations 5

• Samsara Integration
• Pulse Integration
• DMSi Agility Integration
• Geotrac GeoFence Service Integration
• Quickstart Guide: Trimble Smart Workflow for DRTrack

About Resource Calendar 2

• What is Appian Resource Calendar?
• Appian Resource Calendar User Guide (PDF)

Setting up Resource Calendar 2

• DRTrack Required Information for Resource Calendar
• Navigating Between DRTrack and Resource Calendar

Organization & Management 5

• Organization & Management Page
• Resource Calendar Dispatch Groups
• Resource Calendar Branches Page
• Resource Calendar Assets Page
• Resource Calendar Trucks Page

Navigating Resource Calendar 2

• General Layout
• Working with Route Color Labels

Dashboard 6

• About the Dashboard
• Map
• Single Route View
• Route Bar Chart
• Stops Bar Chart

See all 6 articles

Resource Calendar 5

• Map Panel
• Route Calendar Panel
• The Route Card
• The Stop Card
• Printing Routes

Managing Routes and Stops 2

• Creating a Route
• Importing Orders into Resource Calendar

Unloaded Orders Panel 5

• About the Unloaded Orders Panel
• Card View or Grid View
• Date Picker
• Unloaded Order Card
• Other Unloaded Order Functions

Card Layout Editor 4

• About the Card Layout Editor
• Card Styles and Layouts
• Create a New Layout
• Creating a Default Card

Dispatch 4

• About Dispatch
• Assignment Data Grid
• Exporting Routes
• Exporting Routes to Customer Communication Manager

Optimize Sequence 1

• Optimize Within

Trucks 3

• About Truck Management
• Search Truck Records
• Managing Truck Records

Points of Interest (POI) 6

• About the Points of Interest (POI) Tab
• Creating, Editing, and Deleting POIs
• POI Panel and Map Cards
• Searching, Sorting, and Filtering POIs
• Assigning POIs

See all 6 articles

Accounts 13

• About Accounts
• Creating Accounts
• Editing Accounts
• Sorting and Filters
• Searching Accounts

See all 13 articles

Preferences 9

• Prescriptive Intelligence
• Calendar
• Aliases
• Terminology
• Behaviors

See all 9 articles

Resource Calendar Releases 9

• Resource Calendar 25.1 (March 2025)
• Resource Calendar 24.4 (December 2024)
• Resource Calendar 24.3 (October 2024)
• Resource Calendar 24.2 (August 2024)
• Resource Calendar 24.1.1 (May 2024)

See all 9 articles

FAQs 14

• How is Resource Calendar different from the Route Calendar?
• How do you set up Resource Calendar?
• How do I navigate between Resource Calendar and DRTrack?
• Why does Resource Calendar require a company name when logging in?
• Why am I not required to enter a company name to access DRTrack from Resource Calendar and vice-versa?

See all 14 articles

Configuration 4

• Edit RouteExportService.exe.config file
• Edit RouteExportTool.exe.config file
• Configuring the RES application
• Starting RES

TerritoryManager Releases 1

• TerritoryManager 23.2 (August 2023)

Smart Workflow Setup and User Guides 3

• Trimble Smart Workflow: Appian Setup Guide
• Trimble Smart Workflow: DRTrack Back Office User Guide
• Trimble Smart Workflow: Daily Planner Back Office User Guide

ContentTools User Guide 14

• What is ContentTools?
• Company Administration Page and Permissions
• Create Custom Places
• Verified Places
• Create Sites

See all 14 articles

ContentTools FAQs 20

• Why is my browser reverting to an older version of ContentTools?
• Places FAQs
• Where should a Place be located?
• How can I get access to ContentTools?
• What is a good way to name Place Sets?

See all 20 articles

Release Notes 2

• 2025 Releases
• 2024 Releases

Customer Updates 6

• How to Route Around the Francis Scott Key Bridge in Baltimore
• How to avoid M25 motorway closures around London
• How to request early access to Trimble Compass
• Routing enhancement to improve accuracy of estimated travel times
• Send us your ideas!

See all 6 articles

Shared Resources 3

• Trimble Maps URL Allow List
• Customize Appian routing with road preferences and location intelligence
• Update required for Appian customers to continue using PC*Miler maps, locations, and distances