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.
Every Headlight account starts as a free Test Drive. You can upgrade your account or change plans from within Headlight. Just click Setup, select the Billing tab and follow the instructions. After purchasing a paid plan, you’ll receive an upgrade token by email. This two-step process ensures the transaction takes place securely.
The big news is Headlight’s slick new Import Data Wizard.
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.
Adding “dummy” or “relay” stops is a handy way to fine-tune the routes. You can avoid certain roads and force routes to run a particular way. It also lets you add extra time for heavy traffic, waiting for a train crossing, going through security checkpoints, etc. It’s a great way to handle unusual route planning situations.
Learn how to change AVG settings to run Headlight Route Balancing applications
Learn how to install the Headlight secure access client before using the Route Planning modules.
Cool features in this release include Automated Delivery Reminders, My Calendar, Suggest Routes, Estimated Arrival Times, Dashboard Notices and Login Help.
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.
The site will include Headlight Tutorials, new feature announcements, regular articles (blog posts), video interviews and some things we’ll keep under the covers for now. We don’t want to completely spoil the surprise, but did want to offer a little advance notice.
Monday the route ends at 2:30pm, but Tuesday it goes on until 6:30pm. What’s going on? Easily spot unbalanced work days using Fleet Management, by viewing the day-by-day breakdown on the “Routes” tab.
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.