RouteNex
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Quick Start

This guide will walk you through the steps to get started with RouteNex.

1. Create an Account

  1. 1Click the "Sign Up" button on the top page
  2. 2Enter your email address and password
  3. 3Agree to the Terms of Service and click "Register"
  4. 4Check your email and click the verification link

Tip

We recommend using a password of at least 8 characters with a combination of letters and numbers.

2. Create an Organization

Upon first login, you'll create an organization (team). The organization name can be changed later.

  1. 1After login, the organization creation screen will appear
  2. 2Enter an organization name (e.g., "ABC Corp Sales Team")
  3. 3Click "Create"

3. Basic Configuration

Once you've created your organization, let's set up the basics.

Set Up Visit Statuses

  1. 1Click "Visit Statuses" from the dashboard
  2. 2Click the "New" button
  3. 3Set a status name and color (e.g., "Visited" - green)
  4. 4Create multiple statuses as needed

Recommended

We suggest creating at least three statuses: "Not Visited", "Visited", and "Not Home".

Create Groups

  1. 1Click "Groups" from the dashboard
  2. 2Click the "New" button
  3. 3Enter a group name and description (e.g., "Tokyo Area", "Priority Customers")
  4. 4Set the target area on the map (optional)

4. Register Visit Locations

  1. 1Click the "Calls" menu
  2. 2Click the "New" button
  3. 3
    Enter visit location information:
    • Name (customer or location name)
    • Address
    • Phone number (optional)
    • Group assignment
    • Visit status
  4. 4Click "Save"

Tip

When you enter an address, the location is automatically identified on the map. Enter complete addresses to maximize the map features.

5. View on Map

Registered visit locations can be viewed on the map.

  1. 1Click the "Map" menu
  2. 2Markers appear on the map
  3. 3Click a marker to view details
  4. 4Locations are color-coded by status

6. Invite Team Members

Invite members to your organization for team collaboration.

  1. 1Click "Members" from the dashboard
  2. 2Click the "Invite" button
  3. 3Enter the email address of the member you want to invite
  4. 4Select a role (Admin/Member)
  5. 5Click "Send Invitation"

Complete

You've now mastered the basics of RouteNex! Check out the individual guide pages for more detailed features.

Next Steps

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