FAQs

How is Daily Planner different from DirectRoute or DRTrack?
Daily Planner is a new route-building and editing application built to offer a better web-based experience for our existing and future operational customers...
Fri, 1 Sep, 2023 at 4:47 PM
Why does Daily Planner require a company name when logging in?
Daily Planner uses a technology known as software multitenancy, where a single instance of a piece of software can serve multiple customers, each with its u...
Fri, 1 Sep, 2023 at 4:47 PM
How do I change algorithm settings?
You can adjust Algorithm Settings in Daily Planner by visiting Preferences > Algorithm.
Fri, 1 Sep, 2023 at 4:47 PM
How does data sync between DRTrack and Daily Planner?
Routes created in DRTrack will be visible in Daily Planner. Routes created in Daily Planner will be visible in DRTrack. For best results, edits should only ...
Fri, 1 Sep, 2023 at 4:47 PM
Does all of the data still reside in the DRTrack databases?
The only data that does not exist in the DRT database at the moment are the boundary files and the fleet solution.
Fri, 1 Sep, 2023 at 4:47 PM
How do I navigate between Daily Planner and DRTrack?
To get to Daily Planner from DRTrack, use the Dispatch > Daily Planner menu option. There is single sign-on (SSO) between the applications, so the user w...
Fri, 1 Sep, 2023 at 4:47 PM
What permissions exist?
Permissions are set in DRTrack on the user level. These permissions allow organizations to grant different types of read/write access to different groups of...
Fri, 1 Sep, 2023 at 4:47 PM
How do I update to the latest version of Daily Planner?
Since Daily Planner is multi-tenant software, you do not need to worry about updates. Our enterprise applications (TerritoryManager, Daily Planner, Resource...
Fri, 1 Sep, 2023 at 4:47 PM
How do I view more fields on the route card on unloaded order cards?
Refer to the user guide in the Card Layout editor section. Most fields are available to be added to cards. These cards are stored in the user’s cache, so if...
Fri, 1 Sep, 2023 at 4:47 PM
Can I build routes for previous days?
Daily Planner allows you to build routes for the current and future dates.
Fri, 1 Sep, 2023 at 4:47 PM