Skip to main content

📱 Mobile App: Use

Learn how to view your assigned routes and record the result of each visit from the SimpliRoute mobile app.

Written by Carlos Junior

The SimpliRoute 🚀 mobile app lets drivers view their assigned routes and record the result of each visit during their trip. To see routes in the mobile app, the driver must have a route assigned from the web platform for the current day. Depending on your company's settings, you may be able to see your route in advance or record visits from previous days. See 📱 Mobile App: Settings for more details.

This article is for those who use the app: drivers and co-drivers. If you're a co-driver, also see 👤 Co-driver User. If you need to create or finish a route plan from the web platform, see 🗺️ Router: Create Plan.


View route 🗺️

When you open the app, you'll see the main Visits screen with the deliveries assigned for the day. Visits are organized into three tabs:

  • Pending: visits that haven't been completed yet, sorted according to the planned route.

  • Successful: visits marked as delivered correctly.

  • Failed: visits where the delivery couldn't be completed.

For each visit you'll see the customer's name, the address and the estimated time of arrival (ETA) according to the route plan. If your company has set it up, you'll also see up to two additional visit fields and its tags.

In addition to the list, you can see your visits in a map view.

Multi-day or recurring plans: if your company works with these types of plans, your visits will be available for the entire duration of the plan. While the plan is active, avoid updating the app, clearing the cache or changing your password, as your session could be closed and information could be lost. More details in 🗺️ Router: Multi-day and recurring routes.


Options menu ☰

You can open the side menu by tapping the three-line icon ☰ in the top-left corner of the screen. Here you'll find the following options:

  • Diagnostics: shows the status of the device's disk space, connection quality and GPS signal.

  • Permissions: lets you review and manage the app's permissions.

  • Syncs: shows the list of information being synced with the web platform. If connectivity is slow, you'll see a list of items being processed; with a good internet speed the list will be empty, since everything is processed immediately.

  • Log out: logs the driver out of the app.

At the bottom of the menu you'll find the sync button, which tells you whether you have information waiting to be sent:

  • Sync: there is pending information. Tap the button to force sending.

  • Synced: all information was sent successfully. No action is needed.

Notes: Before tapping Log out, make sure the button shows Synced and that the Syncs section is empty. If you log out with pending information, that information is lost and cannot be recovered. More details in 📱 Mobile App: Sync.


1) Start route 🚀

To start your day, tap the Start route button. This will activate the route and you can begin managing your visits.

When you start, the app may ask for location permission if you haven't granted it yet. Also, depending on your company's settings, it may show you a route start form or ask you to add a final stop before starting.

If you have more than one route assigned for the day, each route is started with its own Start route button. If your company has enabled the Start multiple routes option, you can start them in any order you like, even without finishing the previous one.


2) View visit details 📋

Tap any visit in the list to see its detailed information:

  • Address: you can tap the Navigate button to open a navigation app such as Google Maps or Waze and get directions to the destination.

  • Title: description or name of the visit.

  • Time window: if the visit has a time window, it shows the range of hours when the customer can receive the delivery.

  • Load: weight or quantity associated with the visit.

Depending on your company's settings, the app may also show you additional information or options, such as tags, the button to mark your arrival (check-in) or the Your order is on its way notice.

At the bottom of the window you'll see the Successful and Failed buttons. Tap the one that applies to open the checkout form:

  • Successful: the delivery was completed correctly.

  • Failed: the delivery couldn't be completed.


3) Check out the visit ✅

Once the checkout form is open, you'll see the fields your company has set up. All forms include:

Depending on your company's settings, the form may also include other fields, for example:

  • Reason 🔘: select a reason from the drop-down list.

  • Recipient's signature, barcode scanning or additional text, number or date fields.

Some fields may be mandatory, including the photo. If a field is mandatory, you'll need to fill it in to finish the checkout. More information in 📱 Mobile App: Check-out Form.

Once the form is complete, tap Finish successful delivery or Finish failed delivery as appropriate. The visit will automatically move to the Successful or Failed tab.

The information is sent to the web platform as soon as your phone has a connection. If you don't have internet, it stays saved on the phone and is sent automatically when the connection is restored. Photos are sent separately, so they may take a little longer to appear on the platform. More details in 📱 Mobile App: Sync.

After each checkout your list will update and show, in each tab, the corresponding group of visits that are pending, completed and failed.

Partial deliveries: if your company works with items, during checkout you'll confirm the items delivered and can indicate the reason for those that weren't delivered. If you deliver only some of the items, the visit is recorded as a partial delivery.

Check-in: if your company has enabled manual check-in, you can mark your arrival from the visit details. Your company may require you to check in before you can check out.

Edit a visit that's already closed: if your company has enabled Editable check-out, you can change a visit's status from failed to successful or vice versa. Your company can also limit this option to failed visits only.

Corrections from the web platform: a visit's result is recorded from the mobile app. If your account has the Checkout editing extension enabled, an administrator can correct the status, comment and photos of a closed visit from the web platform.


4) Finish route 🏁

Once you've completed all your visits or have finished your trip, tap the Finish route button at the end of the list. A confirmation message will appear asking Do you want to finish the route?. Tap Yes to close the route.

If your company has enabled the Don't finish route with pending visits option, the app won't let you finish the route while you have pending visits and will show you a message saying so. In that case, check out all your visits first.

Before ending your day, check in the ☰ menu that the sync button shows Synced.


Grouped visits 🔗

If your company has the Group visits option enabled, consecutive visits at the same address are shown as a single stop. In the list you'll see a counter with the number of grouped visits, for example 3/3 items. In this counter, "items" refers to the number of visits in the group.

  1. Tap the grouped stop to see the visits it contains. You can expand the details of each one with the arrow next to it.

  2. Check which visits are selected. If all of them are, the status you choose will apply to all of them. To close just one, deselect the others.

  3. Tap Successful or Failed and fill in the checkout form.

The visits you didn't close will remain pending. For example, you'll see 2/3 items in Pending and 1/3 items in Successful. When you close the remaining visits, the one you already closed won't be overwritten.


In-app navigation 🧭

If your company has in-app navigation enabled, you can get turn-by-turn directions without leaving SimpliRoute. This feature is available on Android, from app version 4.8.25.

  1. On the main screen, in list or map view, tap the floating Navigate button.

  2. In Route selection, the app will suggest which route to navigate: the route you were working on or, if there is none, the one with the lowest order. Confirm the suggested one or choose another. Depending on its status, each route will show Start route, Continue this route or Finish route.

  3. The app will show you the next pending visit according to the route order. Tap Navigate to start the guidance.

  4. During navigation you'll see the map with directions and a card with the visit details: customer, address and ETA. To check in or check out, tap View details.

  5. When you close a visit, the app will show you the result and the next pending visit. Tap Navigate to continue.

  6. When you close the last visit on the route, tap Finish route. If you have other routes to complete, you'll return to Route selection. If it was the last one, you'll see a day-complete message.

Keep in mind:

  • The app always directs you to the first pending visit according to the route order, even if you skipped one.

  • If the visit or route you're navigating changes, for example because the location was modified or the visit was canceled, the app will notify you and you can choose Review now or Keep driving.

  • If you tap Navigate from a visit's details, Google Maps or Waze will open as usual.

  • If your company just enabled this feature, close and reopen the app to see the Navigate button.


Reorder visits 🔀

If your company has visit reordering enabled, you can change the order of your pending visits from the app, before or after starting the route. You have two options:

  • Edit by list: press and hold a visit and drag it to the position you need.

  • Edit by map: draw areas on the map to group visits in the order you want to complete them.

Before saving, you'll be able to see the estimated times with the new order. Keep in mind that the new order may leave some visits outside their time window. When you confirm, you'll see your updated visit list. More details in 📱 Mobile App: Settings.


Report an incident ⚠️

If something unexpected happens during your route, such as a mechanical problem or a police checkpoint, you can notify your operation from the app. This feature is available on Android and only appears if you have at least one route started.

  1. On the visits screen, tap the ⚠️ icon at the top.

  2. Select the type of stop:

    • Partial stop: you temporarily pause your visits.

    • Full stop: you indicate that you won't be able to continue the route.

  3. Choose a reason from the list, for example Police checkpoint, Mechanical problem, Minor accident, Personal emergency or Other.

  4. If needed, add a comment.

  5. Confirm the report.

Your operation will receive the notice in the web platform's 📋 Tracking Module, with the date, time, type, reason and location of the report. Reporting an incident doesn't block the app: you can keep working as usual.

Keep in mind:

  • You need an internet connection to send the report.

  • You can't attach photos to the report.

  • If you have several routes started, the incident is linked to all of them.


Features depending on your company's settings ⚙️

Your company can enable options that change some steps in this article. Besides those mentioned in the previous sections, the most common are:

  • Route preview: see your route a few minutes before the scheduled start.

  • Delayed check-out: record visits from routes of previous days.

  • Fast check-out: check out by pressing and holding a visit for more than 2 seconds.

  • Restrict check-out by GPS distance: you can only check out if you're within the defined radius.

  • Add visits from the App: add visits to your route before or after starting it.

  • ETA recalculation: estimated times are updated when you start the route or after each checkout.

If you're not sure which options are enabled, ask your account administrator. More details in 📱 Mobile App: Settings.


Troubleshoot marking Successful or Failed 🛠️

If you can't record a visit's result, check the following:

  • Route started: make sure you've tapped Start route.

  • Mandatory check-in: if your company requires it, first mark your arrival from the visit details.

  • Distance to the visit: if your company restricts checkout by GPS distance, you must be within the defined radius.

  • Visits from previous days: you can only record them if your company has enabled delayed check-out.

  • Visit already closed: you can only change its status if your company has enabled editable check-out.

  • Grouped visits: make sure you've selected the visits you want to close.

If none of the above applies, contact Support through the chat and share a screenshot of the screen, along with screenshots of the Syncs and Diagnostics sections from the ☰ menu.


Route not visible in the app 🔎

If your route doesn't appear in the app, check the following:

  • The route must be assigned from the web platform for the current day. If your company has enabled route preview, you'll see it a few minutes before the scheduled start.

  • If you're a co-driver, you'll only see the visits once the driver has started the route.

  • If you work with multi-day or recurring plans and don't see your routes at the start of the day, let your account administrator know.

If the problem continues, your account administrator can contact Support with the driver's or user's name, the assigned vehicle and the route date. Never share your password through the chat.


Did this answer your question?