Discuss route planning
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Meet the Flowtlas platform

Route planning.
With the whole job in view.

Bring time windows, skills, capacity and multi-day assumptions into your planning workflow. Review assignments, timing and work that needs attention — with the resources and data behind each decision.

Discuss your visits Explore the platform

Plan generation and AI tools depend on your workspace setup. Confirm enabled functions with Flowtlas.

Crews with qualifications and availabilityService vehicles with equipment and capacitySample customer with 29 service locationsSample service locations with opening hoursAdditional sample service locations with opening hours

Organize customer addresses, access windows, service durations, and fleet capacity before optimization.

01 / Your planning workspace

Plan for the time each visit really takes.

Set on-site time and working hours in the planner. Review computed routes, visit assignments and reasons for unassigned visits.

  • Choose visits and available tours before calculating
  • Check driving time, on-site time and unassigned reasons
  • Reopen saved plans to review the result
Understand route planning
Scope & availability

Calculation must be enabled. Quick planning uses five-minute visits. The shared editor is separate from computed routes; a complete plan is not proof of optimality.

Workflow concept · not product UI

Inputs → Planning request → Reviewable results

Prepare

Choose visits

Select tours

Review the request

Review

Assigned visits

Timing & distance

Unassigned reasons

Workflow overview · not a solved plan or product screenshot

02 / Your network

Keep customer locations ready for the next visit.

Save customer locations with opening times and unavailable periods. Reuse those details instead of entering addresses for every plan.

  • Link several locations to one customer
  • Import locations and check skipped rows
  • Check addresses on the map before planning
Explore customers and addresses
Scope & availability

A saved location is not yet a job. Review import errors before retrying affected rows; file imports do not continuously sync your CRM or ERP.

Inside Flowtlas · Services
Actual Flowtlas Services workspace with identifying fields masked
Actual workspace screenshot · service details masked

03 / Your resources

Choose crews and vehicles suited to each visit.

Prepare suitable crews and vehicles for each visit. Account for skills, capacity, absences and maintenance when choosing availability.

  • Match vehicle capacity to the work
  • Record crew skills and vehicle assignments
  • Set working limits and unavailable periods
Explore vehicles and crews
Scope & availability

Capacity units and skill names must match job requirements. Skill records do not verify qualifications or legal compliance; a crew record does not grant app access.

Illustrated resource model

V

Vehicles

Capacity & travel profiles

Equipment & unavailable periods

P

Crews

Skills & working limits

Planning eligibility

Crew assignment connects the two. Capability overview · not a product screenshot

04 / Your service areas and zones

Connect service areas with trusted position events.

Group customer locations into service areas, configure spatial zones and evaluate trusted positions for supported operational subjects.

  • Draw service areas and spatial boundaries
  • Evaluate configured position sources
  • Record entry, exit, dwell and speed events
Explore territories and geofencing
Scope & availability

Geographic groups do not automatically restrict planning. Geofence events depend on configured subject types, trusted position sources, update frequency and retention settings.

Conceptual territory illustration

Conceptual illustration · not product UI or a geographic map

05 / Your operational evidence

Capture reliable proof when work is completed.

Use configured completion profiles for inspections and proof of delivery. Validate submitted evidence and keep it connected to the operational workflow.

  • Configure and publish completion profiles
  • Collect validated fields and supporting files
  • Review finalized proof and completion reports
Explore proof and completion
Scope & availability

Available completion subjects, field types, validation rules, file storage and report sections depend on workspace configuration and enabled workflows.

Illustrated completion flow

01 · Required evidence

Completion profile

Configured fields, validation rules and supporting files.

02 · Operational record

Submitted proof

Inspection or delivery evidence retained with its workflow context.

03 · Review

Completion report

Finalized evidence available for configured operational review.

Capability overview · not a product screenshot

06 / Your assistant

Get help with the next planning question.

Ask a configured assistant to explain unassigned work. Get guidance to check saved locations or set up a vehicle.

  • Ask about work left out of a plan
  • Get guidance while preparing planning data
  • Review changes when approval is requested
Explore operational workflows
Scope & availability

Assistants and saved workflows need configuration. Actions depend on mode, enabled tools and your permissions; unrestricted autonomous operation is not offered.

Illustrative guided workflow

A workflow your team can follow.

  1. 01
    Select a saved workflow

    Defined by your workspace owner.

  2. 02
    Get guidance in context

    Relevant steps and existing controls.

  3. 03
    Take the next action

    Within your available permissions.

Workflow concept · configured actions and modes apply

07 / Your team

Decide who can view plans and who can edit.

Give team members the access their jobs require. Separate viewing from editing permissions, and app accounts from crews assigned to tours.

  • Manage who can access the workspace
  • Assign roles for viewing or editing
  • Review permissions when responsibilities change
Explore workspace access
Scope & availability

Contact Flowtlas to confirm access and enabled functions. No instant public registration or self-service trial is implied.

Illustrated access model

The right permissions.
Not one shared login.

Workspace ownerMember administration
Custom rolesDefined permissions
Individual overridesSpecific access needs
Conceptual illustration · not product UI or real member data

Extend your workspace

Add capabilities around the plan.

Extensions connect additional customer, business and operational workflows to a Flowtlas workspace. Availability and configuration depend on your workspace.

Agents

Flowtlas · Automation

Use configured AI agents, conversations and guided workflows inside a Flowtlas workspace.

Explore Agents

Commerce

Flowtlas · Business

Connect B2B products, pricing, quotes, checkout and orders to a Flowtlas workspace.

Explore Commerce

Customer Portal

Flowtlas · Customer experience

Offer secure customer self-service for visits, services, documents, support and account access.

Explore Customer Portal

Designer

Flowtlas · Platform

Create structured forms, documents and messages with visual authoring tools.

Explore Designer

Developer Platform

Flowtlas · Platform

Integrate through versioned APIs, credentials, events and webhooks.

Explore Developer Platform

Finance

Flowtlas · Business

Support double-entry accounting, invoicing, payments and financial reporting.

Explore Finance

Warehouse Management

Flowtlas · Operations

Coordinate inventory, warehouse execution, fulfillment and scanner-first operations.

Explore Warehouse Management

Extension access is workspace-specific and may require additional configuration.

Discuss extensions

Start with your operation

Bring your visits. We’ll explore the fit.

Use a representative visit list, your available crews and the rules that matter. Confirm the product workflow and integrations with Flowtlas.

Talk to Flowtlas Get the preparation kit
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