# NaviMate Route

Streamline your Business

Navimate streamlines your business operations by optimizing and automating the process of planning, scheduling, and managing routes.

Navimate brought to you by collective efforts of experience seasoned professionals in software engineering and sales with combined 80 years of experience. Our expertise is matched only by our passion for delivering cutting-edge solutions that redefine the way businesses manage their routing needs.

Simplified and Powerful

Experience the seamless and efficient Navimate routing solution, meticulously crafted to effortlessly simplify your planning tasks. Unlock a realm of smooth operations, minimize clicks, and witness an unprecedented level of efficiency that will reshape the way you work.

Save time and resources

Experience substantial cost and time savings through real-time route optimization, leading to significantly reduced expenses. This methodology guarantees that routes are meticulously planned for utmost efficiency, resulting in lowered fuel consumption, shortened travel durations, and an elevated level of overall operational effectivenes

SCHEDULE

Comprehensive AI-powered scheduling and route optimization system for field agents or sales representatives. This system considers various factors such as user-set priorities, visit durations, geography, location due status, agent availability, and workday constraints. The goal is to generate an optimized schedule and route for agents to efficiently visit stores or locations based on these parameters. Here’s how the system could work:
Users set priorities for each store or location they need to visit. These priorities could be based on factors like location importance, volume of business, or any other relevant metrics. The AI will consider these priorities when generating the schedule.
The estimated duration of each visit a considered when creating the schedule. This ensures that enough time is allocated for each visit, preventing overcrowded schedules that could lead to inefficiencies.
The system employs advanced route optimization algorithms to create the most efficient route for agents to follow. It takes into account geographical distances and optimizes the order of visits to minimize travel time and distance. The AI constantly updates the route based on real-time information and any sudden appointment changes.
Historical data about each location’s visit history is used to determine whether a store is due or overdue for a visit. The system considers this information when creating the schedule, ensuring that overdue stores are prioritized.
The system incorporates the availability and workday constraints of each agent. This includes predefined work hours, breaks, lunches, vacations, and meetings. The schedule is generated while respecting these constraints to create a feasible and balanced work schedule.
If agents fall behind or ahead of schedule due to unexpected changes or new appointments, the AI adjusts the route and schedule accordingly. It recalculates the most optimized route considering the new information.
The system takes into account the starting and ending geographical points for each agent to further optimize the route. This helps minimize unnecessary travel between agents’ homes and the first/last locations on their route.
The AI system can also learn from the past data and agent feedback to improve its scheduling and optimization algorithms over time. This can lead to even more accurate and efficient schedules.
By considering all these factors and utilizing real-time data and updates, this system aims to create an optimized schedule for field agents, ensuring they visit locations efficiently, meet priorities, and adhere to their availability and work constraints. It enhances productivity, reduces travel time, and ensures better customer engagement.

VISUAL

Interactive and dynamic visualization of the daily schedule for your field representatives. This visualization would include a map that updates in real-time to show the current location of the representative, the remaining route, and any changes to the schedule. Additionally, you want a clear distinction between regular visits, appointment start and end locations.
The system would provide an interface that displays the daily schedule on a map. As the day progresses, the map would update to show the real-time location of the representative as they move along their route.
The map would indicate the remaining route for the representative. This could be represented by a line or path that changes as the representative visits each location. This dynamic representation would provide a clear visual understanding of the route’s progress.
If the daily schedule is updated due to changes like new appointments or unforeseen events, the map would be automatically updated to reflect these changes. This ensures that the representative is always working with the latest information.
To differentiate between regular visits, appointment start points, and appointment end points, you could use different markers or icons on the map. For example:

Regular visits will be represented by a specific color marker/icon.
The interface could be interactive, allowing the representative to click on each location to view more details about the visit. This could include information like the store name, address, visit duration, priority, and any notes.
If representatives are using GPS-enabled devices, their real-time location could be tracked and displayed on the map with a moving marker. This provides a live representation of their progress.
Ensure that the interface is responsive, so representatives can access the map and schedule information from their mobile devices or tablets while on the go.
Design the interface to be user-friendly and intuitive, ensuring that representatives can easily understand and navigate the map and schedule visualization.
With these features, you can create an interactive and visually informative tool that helps your field representatives manage their schedules efficiently, stay on track, and respond effectively to changes throughout the day.

VISIT

Comprehensive Visit management system that includes various features to help representatives effectively manage their visits, appointments, notes, tasks, and more. Here’s how each of these features integrated into the system:
  • Reps can access detailed information about each account or location they are visiting.
  • Information such as address, contact details, and previous notes about the account are readily available.
  • History of completed and pending tasks related to the account is displayed.
  • Previously submitted pictures of the location are accessible.
Representatives can mark certain locations as temporarily closed due to renovations, holidays, or other reasons. The AI will take this information into account when generating future schedules, avoiding unnecessary calls to these locations.
Representatives can schedule special appointments or events at specific locations. AI then optimizes the schedule to build the route around these appointments, ensuring the representative reaches the appointment on time.
Representatives can add notes related to each location they visit. These notes can be about store conditions, customer interactions, or any other relevant information. Reps can scroll through the last 10 notes or access a complete history of notes for a location, including notes from managers or other representatives who had access.
Tasks are assigned by the management team and can be specific to all locations, individual representatives, or based on priority. Reps can view their task list, see the status of completion, and the date and time of completion. These tasks can be related to store maintenance, follow-ups, promotions, or other business needs.
Representatives can take pictures of the store before and after their visit or work. The pictures are time-stamped and geotagged to ensure they correspond to the actual visit location and time.
These features will greatly enhance the efficiency and effectiveness of field representatives. It provides them with the necessary tools to manage their schedules, interactions, and tasks in a streamlined and organized manner. This kind of system can improve communication between representatives and their management, leading to better customer service, optimized schedules, and more informed decision-making.

TASKS​

Our task management system is tailored to facilitate the implementation of your Marketing Strategy. It takes charge of the practical execution and realization of the predefined actions, tactics, and initiatives detailed in your marketing plan, all within the specific stores you’re targeting. Field agents will have the ability to access and review tasks designated for specific stores. Meanwhile, the management team will maintain comprehensive oversight, ensuring tasks are completed and tracking the overall progress of your marketing initiatives.

SUPERVISION​

Confirm the accuracy of completed tasks using submitted pictures, revealing merchandising, distribution discrepancies, and more.
Confirm the accuracy of completed tasks using submitted pictures, revealing merchandising, distribution discrepancies, and more.
Authenticate that field reps have visited stores at the correct locations and times.
Managers can log into real-time route screens for individual reps at any given moment.

REPORTS

Managers will possess comprehensive oversight of field agents’ performance through reporting.
The reporting system will be categorized into three main segments:

Agents:

These reports will offer metrics regarding actual field performance by the representatives, encompassing hours worked, breaks taken, visit counts, and more.

Locations:

These reports will provide a thorough comprehension of location statuses, detailing when each site was visited, the count of overdue visits, and related information.

Tasks:

Evaluation of task completion will be conducted by assessing individual tasks across all locations, allowing managers to gauge the extent of completion and adherence to timelines.

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