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.
Most of Headlight works the same way whether you’re using a PC or a Mac, but using the Route Planning modules takes an extra step or two for Mac users. This post explains two different ways to solve the problem. Keep in mind, you’ll only need one of these methods for running the Route Planning modules. Everything else in Headlight will work just fine.
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.
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.
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” within [...]
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”.
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.
Learn how to change AVG settings to run Headlight Route Balancing applications
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!).
Learn how to install the Headlight secure access client before using the Route Planning modules.
This keeps everyone informed of important Headlight announcements, updates and new features. After logging into Headlight, you’ll see an occasional notice that can be hidden at any time.
Lookup any customers and see approximate arrival times for the next delivery.
Anyone in the office can instantly identify the best routing for a new customer, will call or emergency delivery. After approving the suggestion, print a one page map for the driver.
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.
Many people call to ask “Hey, when’s my next delivery?” You can provide answers 24/7/365 and reduce inbound calls by using email reminders instead. Customers first receive a personalized email invitation. After accepting the invitation, they can update reminder preferences any time using a personalized web page.
Can’t login to Headlight? Five quick solutions.
Not sure how to get to a special delivery? Get point-to-point directions for any customer with the click of your mouse. Symphony Enterprise Schedule Appointment gives you the green light for all special deliveries and will call customers.
A customer calls in and wants a delivery, but you don’t want to pull your driver off-route. Make it a win-win for you and your customer. Customer Service “Schedule Appointment” instantly identifies which driver is in the area, providing great customer satisfaction while saving you time and expense.
Do your stop number go something like 10,22,50,51,52,70? Re-numbering them is a snap in Fleet Management and allows you’re the spacing to properly assign new customers.
Looking to get a file with your customers and their routing data? Symphony Enterprise makes it easy – sent right to your email address!