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WHAT'S NEW IN TOURSOLVER?

Below are the latest updates to feature TourSolver, the mobile app and the API:

TourSolver Winter 2022 version

Release date: December 1, 2021

Summary

• Offer an eco-slot when a customer books (himself) his visit slot!
  • Addition of an "eco slot"
  • New way of calculating distances in a slot
• Send your invoice at the end of the visit!
• Improvements to the Resources page
  • Simplification of the interface
    • Customize the items to be displayed
    • Typical week
  • Import of resources
  • Management of unavailability
  • Improvement of the management of nights and days worked
• Improvements to the Optimization page
  • New interface to set up optimizations
  • Improvement of the single route ordering
  • Search for visits around an address
  • Move manually a created visit
  • Modify the coordinates of a visit
• Improvements to the Customer page
  • Collect the GPS location of your customers
  • Collect the visit history of your customers
  • Optimize with more constraints
    • Add quantities
    • Start visiting a customer before another one
  • Facilitate the import of customers
    • New file template
    • Simplified field association interface
• Improvements to the Fulfilment page
  • Plan a visit in real time when a customer calls you
  • Export photos
• Improvements to the My Activity page
  • New interface to manage the rights
  • New right
  • New indicators for monitoring user activity
  • Management of days off
• New features in mobile app
  • Redesign of the intervention forms
    • Organization in several tabs
    • Ergonomics of proof of delivery and access to interventions
  • Other improvements
    • Redesign of the home page
    • New parameters
  • New authentication mode

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 Offer an eco-slot when a customer books (himself) his visit slot!

Addition of an "eco slot"

We added an eco-slot, it appears when the slot already contains customers nearby. It encourages customers not to open a new slot that would be more expensive for your logistics and would require more travel distance.

New way of calculating distances in a slot

The distances between 2 visits in the same time slot are now calculated by taking into account the average speed per time slot (between 7am and 9am) ; the speed is for example reduced in large cities.

==> Interested? Read our article about how to configure customer experience pages <==

== Back to the table of contents ==

 Send your invoice at the end of the visit!

As a company manager, I want to send an invoice as soon as the visit is completed on the mobile app to speed up my billing.

In this new version TourSolver allows you to send an invoice via the QuickBooks application. The invoice is automatically sent to your customer when the user in the field "Completes" the visit from the TourSolver mobile application.

==> Interested? Read our full article on the subject <==

== Back to the table of contents ==

 Improvements to the Resources page

Simplification of the interface

In this version, we standardize the resource page like the other pages of TourSolver. You will find the same system of list, filter, sorting etc... with the possibility to customize the display of the elements in the page.

Customize the items to be displayed

The display of the options and parameters of the resource page is customizable.

Typical week

It is now possible to graphically edit a typical week in TourSolver.

Import of resources

The resource import now has the same interface as the "visit" and "customer" objects.

Management of unavailability

It is possible to create and import unavailability (vacations for example) for each resource.

Improvement of the management of nights and days worked

In this version, you will be able to allow overnight stays on a particular day. This feature is only available with the new optimization engine.

== Back to the table of contents ==

Improvements to the Optimization page

New interface to set up optimizations

Until now, you had to navigate through several pages (activity page, resource optimization, etc.) to configure your optimization. We have centralized these settings in one place to allow you to calibrate your optimizations more quickly.

From now on, everything is centralized in the optimization settings to save time.

Each user can edit his own settings if he has the right to do so. In multi-user mode you can decide to disable this function.

Improvement of the single route ordering

In this version we have added several options to the tour scheduling. It is now possible to :

• Set the departure time (Start at the 1st customer or at the departure of the resource)
• Respect the time slot of the customers
• Assign a date
• Assign a resource

Search for visits around an address

As a planner I want to order my routes around an address or a customer, in order to organize a working day around this location.

From now on, from a search made in the map, you can find all the visits within a search radius.

Move manually a created visit

From a search, you can create a visit. From now on, a function allows you to move the location found via the address if it is not precise enough.

Modify the coordinates of a visit

As a planner it is sometimes difficult to have an accurate position via the address because my client is located far from the road, so I want to integrate the geographical coordinates to have a more accurate position.

From now on, the position of a visit can also be modified via the longitude and latitude fields.

== Back to the table of contents ==

 Improvements to the Customer page (premium)

Collect the GPS location of your customers

As a planner, when my colleagues in the field make visits, I want them to collect the GPS location of the customers in order to reuse this more accurate data during the next routes.

False or incomplete addresses can cause delays or even failures to pass.

Also, this function aims to reduce the impact of these risks during your next passes. A wrongly positioned address results in an inaccurate route plan and increases the distances actually covered by your colleagues in the field.

Collect the visit history of your customers

Do you want to know how many times you have seen a client? How much time you spent at his place? Or what day or time you visited them? This is now possible thanks to the history tab of the customer view.

Optimize with more constraints

Add quantities

It is now possible to import and optimize quantity constraints (package, pallet, roll etc..) from the customer page. The values can be updated manually or by file.

Start visiting a customer before another one

We have also added the Start Before constraint. In case of optimization, it allows to link visits to be done in a row. Example: see customer A and then customer B.

To use this constraint, you have to add the reference of customer A in the value Start before of customer B. This constraint is only taken into account by the new optimization engine.

Facilitate the import of customers

In this version we have modified the client import interface to make it uniform with the visit page. It now includes an import wizard that detects format errors and facilitates data association. On the other hand, we have modified the file templates.

New file template

The Excel file template has been updated. It now contains comments on each column presenting the format and behavior of each field. On the other hand, the file is composed of a "simple template" tab of 13 fields only which allows to start quickly the import, and a "complete template" of 34 fields.

Simplified field association interface

When importing, TourSolver assists you in associating your fields with an interface that notifies you of format errors and gives you advice on how to solve the problem.

== Back to the table of contents ==

Improvements to the Fulfilment page

Plan a visit in real time when a customer calls you

As a planner, I would like to propose a list of visits to my client whom I have on the phone.

In this version, we have integrated an algorithm that allows us to insert visits on the fly into existing routes in less than 4 seconds. It checks the validity of :

• Resource availability
• Travel time with neighboring visits
• Delivery capacities

Export photos

When the resources on the field take pictures: a Download button (available from the client's file in the page) now allows the planner to download these pictures.

When there are several photos, they are grouped in a compressed archive.

== Back to the table of contents ==

Improvements to the My Activity page

New interface to manage the rights

We have reviewed the window for setting the roles and organizations of a resource. Help buttons describe the behavior of each right.

New right

A right to modify optimization settings has been added. It allows to hide or activate the optimization settings button for some users.

New indicators for monitoring user activity

In this version we have added new indicators for monitoring user activity:

• Visits sent to mobile app: number of visits shared on the mobile app (from the optimization page) by the planner.
• Refused visits: Number of visits refused by the mobile user. Note the refused status is a status that can be activated from the settings of the mobile app.
• Canceled visits: Number of visits canceled by the mobile user. Note the refused status is a status that can be activated from the settings of the mobile app.
• Completed visits: number of visits completed by the mobile user

You can display them from the user list.

Management of days off

It is now possible to import a series of holidays or days of unavailability of several resources

== Back to the table of contents ==

Improvements to the customer experience module

== Back to the table of contents ==

 New features in mobile app

Redesign of the intervention forms

We have reviewed the management steps of an intervention, in order to facilitate and fluidify the use of the application, but also to bring new features.

Other improvements

We have made improvements on all the pages of the application, especially in the Home and Settings.

New authentication mode

== Back to the table of contents ==

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See previous release note

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