This example uses Search & Replace to change route days from A, B, C to 1, 2, 3.

Changing route days with Search & Replace

Usage

1. All the deliveries on Route A will be moved to Route 1
2. Enable editing by right-clicking on the grid and select Edit
3. Right-click on the grid and select Replace
4. Change the search and replace criteria and click Replace All
5. Headlight updates all 17 deliveries on Route A

1. Use Parallels Desktop ($79.99) or VMware Fusion ($79.99)

Both of these applications let you install and run Windows applications right on your Mac. The best part is you don’t have to reboot (which Boot Camp requires) to switch between PC and Mac applications. Just double-click and the Windows application opens in a new window right on the Mac Desktop. You can even access the Mac hard drive and copy/paste between Windows and Mac applications. I use Parallels all the time for running Quickbooks, Internet Explorer and Outlook.

After Parallels or VMware is installed, just use Internet Explorer or Firefox to login.

2. Install the 2X Client for Mac OS X

The second approach takes a bit more effort, but doesn’t require spending any money. After installing the 2X client for Mac OS X, contact support for your “hidden” Headlight account information. You’ll use this to configure the 2X client as show below.

a) Download and install the 2X Client for OS X (click here for instructions)
b) Start the 2X Client and choose “Add New 2X Connection” from the File menu
c) Complete the dialog like in the example screenshot
d) Enter your “hidden” Headlight account information
e) Click “OK”

If everything is setup properly, you’ll be connected to the Headlight server. The 2X client will display a list of available applications including Fleet Manager and Customer Service. Just double-click to start the application.

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.

Using Quick Route

From the Route Planning tab, you’ll see an area called “Driving Directions”. Select a date from the calendar and Headlight will display available routes and total orders on each route. Directions can be printed for any or all of the available routes at the same time. Each route book appears as a new tab or window (depending on your browser ), so it’s easy to review each route separately.

When everything’s ready, just print from your browser and hand it to the driver.

It’s very simple to use. 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.

The A through Z map markers represent each stop in the path. A is the 1st stop, B is the 2nd stop, C is the 3rd stop. When a route day contains more than 26 stops, Headlight will simply reuse the map markers. That means routes with any number of stops will display properly.

Click here to create a new Headlight account

It was simply figuring out where to start – “OK, what do I do now?”

There’s a lot of Headlight information scattered around the website. Tutorials, blog posts, articles, case studies and many other support resources. What’s been missing is a single place that pulls everything together. And a means to search the available information. And most important, a simple guide to getting started with step-by-step lessons.

The new Help area address all of these problems.

1. Help

This single page consolidates the most common support topics into one place. The Guided Tour explains what Headlight does and Quick Start 101 teaches Headlight in simple step-by-step lessons. It also includes links to the company blog and Customer Support. If you have a question about Headlight, this is the perfect place to start.

Here’s a link for bookmarking. Or use the Help link in the top right corner.
http://www.gomobileiq.com/help/

2. Headlight 101: Quick Start

A step-by-step guide to learning Headlight. It’s a complete overhaul of the previous documentation and tutorials. Instead of talking about it, we encourage you to just watch the lessons.

3. Search

A search box is now available from every page on the website. It works like you’d expect. Just type in a word or phrase and you’ll see a list of related posts. This searches everything on the website: announcements, tutorials, articles, etc.

NEW FEATURE: Import Data Wizard

Easily the biggest feature in this release. It’s 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.

NEW FEATURE: Reorganized Setup Menu

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.

NEW FEATURE: Unpinned Customer Filter

Quickly identify contacts that aren’t pinned to the map and correct them.

NEW FEATURE: Google Maps Geocoding

Getting an address mapped properly is called geocoding. Headlight now uses Google Maps for geocoding manual imports. It’s now fast enough that smaller files are geocoded in real-time.