AI Business Tools Operational Playbooks
Route planning playbook: from job list to dispatched drivers
Build optimised multi-drop routes, send driver links and capture proof of delivery.
6 min read
- 1
Import your stops
Paste addresses, upload a CSV, or push deals straight from PipelineAI CRM with Dispatch Delivery.
- 2
Set constraints
Vehicle count, start depot, time windows and service time per stop.
- 3
Optimise
Generate the route; the planner sequences the drops and gives each driver an ETA per stop.
- 4
Dispatch
Each driver gets a link — no app install. They see only their own manifest.
- 5
Capture proof
Drivers collect a signature or photo at each stop; the status pill on your board updates live.
Daily routine: import in the morning, optimise once, dispatch, then watch the board. Re-optimise any time a job is added.
Try the tools in this guide