Without the platform
Information about Routes & Trips lives in separate spreadsheets, and nobody knows which version is current.
With Partiu Formatura
10 modules share the same class, graduate and event records.
People and teams · Routes & Trips
The team in the field with a roadmap, goal and accountability
Georeferenced wallet, periodic itinerary, visit registered in the right place, order taken on time, goal determined alone and corporate travel with policy, advance payment and reimbursement.
The problem and the solution
What changes when Routes & Trips works inside the platform
This is connected information about classes, graduates and events across 10 modules, replacing scattered spreadsheets and messages.
Without the platform
A request for a number takes time because someone has to combine data from several places.
With Partiu Formatura
Territories and Georeferenced Portfolio and Itineraries and Visiting Schedule update together, with figures ready for the next meeting.
Without the platform
The process depends on who is working that day, and its history disappears.
With Partiu Formatura
Everyone follows the same workflow, with recorded actions and role-based permissions.
Without the platform
Connecting with other departments means exporting spreadsheets and entering data again.
With Partiu Formatura
Routes & Trips shares information directly with other areas of the platform.
How it works
How information moves through Routes & Trips
Each step is a real module in this area. Its output moves to the next step without anyone entering the same information again.
What is available in Routes & Trips
- Territories and Georeferenced PortfolioEvery service point on the map, within someone's territory.6
- Itineraries and Visiting SchedulePeriodic itinerary that becomes the day's agenda on its own, with the best stopping order.7
- Field ExecutionCheck-in at the point, form answered, photo attached and everything working without signal.7
- Monitor and Field IndicatorsWhere is everyone now and what has been done today, without calling and asking.6
- Field and Catalog SalesOrder taken during the visit, with a total that comes out of the items and is never entered.7
- Goals, Campaigns and CommissionsGoal calculated by the system and commission determined by the more specific rule.7
- Corporate TravelFrom request to accountability, with a policy that bars anything that is outside the rules.7
- Expenses and ReimbursementExpense entered with receipt and reimbursement that becomes a real bill payable.6
- Trip and Route ReportsThe delivered report freezes the numbers; the panel is still alive.6
- Tracking PrivacyTracking staff requires consent and a disposal period, it is not an ornament.5
Featured
Total order and target achieved no one enters
The order total comes from the sum of the items, and the bonus item is included in quantity and cost, never in value. The goal achievement is recalculated by indicator every day, with a snapshot so you can see the evolution. Commission follows the most specific rule that exists, and commission already approved or paid is never recalculated for a late night job.
See this in action- Order editable only in draft, confirmed requires redo
- Goal determined by ten indicators, without a typeable field
- Approved refund becomes real bill payable
- Route is only recorded with consent and disposal period
Territories and Georeferenced Portfolio
Every service point on the map, within someone's territory.
- Service points with automatically geocoded address
- Territories designed and assigned to collaborators
- Portfolio per representative, with coverage visible on the map
- Point classification by ABC curve, recalculated every week
- Geocoding with cache, so as not to repeat paid queries from the same address
- Bulk points import
Itineraries and Visiting Schedule
Periodic itinerary that becomes the day's agenda on its own, with the best stopping order.
- Periodic itinerary by territory, with frequency of visit per point
- Automatic generation of daily agendas, every morning
- Optimization of stop order for shortest distance, with 2-opt refinement
- Cache distance matrix, so as not to recalculate the same route
- Schedule of the day with estimated arrival at each point
- Automatic closure of unfinished schedules
- Relocation of visits between days and between employees
Field Execution
Check-in at the point, form answered, photo attached and everything working without signal.
- Check-in and check-out with coordinates and distance to the registered point
- Mandatory justification when the visit takes place outside the radius
- Configurable visit forms by point type
- Photos and signature collected during the visit
- Offline operation with synchronization later, without duplicating records
- Reason for non-attendance recorded when the visit does not take place
- Recorded route of the day with configurable retention
Monitor and Field Indicators
Where is everyone now and what has been done today, without calling and asking.
- Live monitor with team position and agenda progress
- Indicators of visits carried out, positivity and coverage
- Average time at point and travel time
- Mileage traveled per employee and per period
- Stopped schedule alerts triggered during the day
- Panel by territory, by team and by employee
Field and Catalog Sales
Order taken during the visit, with a total that comes out of the items and is never entered.
- Catalog with price, maximum discount and commission per item
- Order assembled during the visit, with items, quantities and discount
- Total recalculated from items, without typeable total field
- Bonus item includes quantity and cost, not value
- Order editable in draft only: confirmed requires cancel and redo
- Visit objectives defined by management and charged in the app
- Seller's performance visible to him/herself on the device
Goals, Campaigns and Commissions
Goal calculated by the system and commission determined by the more specific rule.
- Targets for revenue, orders, average ticket, visits, positive results, coverage, new points, mix, mileage and expenses
- Performed never entered: recalculated by indicator, with daily snapshot
- Mileage and expense indicators treated as lower is better
- Campaigns with period, audience and own calculation
- Commission rule per item, category, employee or territory, the most specific one being valid
- Percentage of the item in the catalog passes in front of the other rules
- Approved or paid commission is never recalculated per job
Corporate Travel
From request to accountability, with a policy that bars anything that is outside the rules.
- Travel request with reason, destination, period and cost center
- Travel policies by position, with daily cap, accommodation and class
- Approval flow by authority
- Advance released and then offset in the accounting
- Travel with your own vehicle creates a reservation in the fleet upon approval
- Travel objectives defined before and evaluated after
- Visited contacts recorded during the trip
Expenses and Reimbursement
Expense entered with receipt and reimbursement that becomes a real bill payable.
- Expenses by category with receipt attached
- Validation against policy before proceeding for approval
- Approval with partial disallowance and justification
- Approved refund generates bill payable in the same format as the fleet
- Automatic compensation of advance payments already made
- Offline launch with synchronization without duplicating expenses
Trip and Route Reports
The delivered report freezes the numbers; the panel is still alive.
- Travel report with objectives, contacts, expenses and results
- Indicators frozen upon sending, so the approved document does not change later
- Automatic billing for pending report on weekdays
- Route report with visits, mileage, sales and cost for the period
- Comparison between territories and between employees
- Exporting reports for conference
Tracking Privacy
Tracking staff requires consent and a disposal period, it is not an ornament.
- Employee consent recorded before recording route
- Configurable route retention, default to 90 days
- Automatic purge of what has passed the deadline, every day
- Coordinate recorded with adequate precision, without throwing the pin out of place
- Permission-controlled location history access
Checklist
Everything included in Routes & Trips
All 64 features in this area, grouped by module so you can compare systems item by item.
- Service points with automatically geocoded address
- Territories designed and assigned to collaborators
- Portfolio per representative, with coverage visible on the map
- Point classification by ABC curve, recalculated every week
- Geocoding with cache, so as not to repeat paid queries from the same address
- Bulk points import
- Periodic itinerary by territory, with frequency of visit per point
- Automatic generation of daily agendas, every morning
- Optimization of stop order for shortest distance, with 2-opt refinement
- Cache distance matrix, so as not to recalculate the same route
- Schedule of the day with estimated arrival at each point
- Automatic closure of unfinished schedules
- Relocation of visits between days and between employees
- Check-in and check-out with coordinates and distance to the registered point
- Mandatory justification when the visit takes place outside the radius
- Configurable visit forms by point type
- Photos and signature collected during the visit
- Offline operation with synchronization later, without duplicating records
- Reason for non-attendance recorded when the visit does not take place
- Recorded route of the day with configurable retention
- Live monitor with team position and agenda progress
- Indicators of visits carried out, positivity and coverage
- Average time at point and travel time
- Mileage traveled per employee and per period
- Stopped schedule alerts triggered during the day
- Panel by territory, by team and by employee
- Catalog with price, maximum discount and commission per item
- Order assembled during the visit, with items, quantities and discount
- Total recalculated from items, without typeable total field
- Bonus item includes quantity and cost, not value
- Order editable in draft only: confirmed requires cancel and redo
- Visit objectives defined by management and charged in the app
- Seller's performance visible to him/herself on the device
- Targets for revenue, orders, average ticket, visits, positive results, coverage, new points, mix, mileage and expenses
- Performed never entered: recalculated by indicator, with daily snapshot
- Mileage and expense indicators treated as lower is better
- Campaigns with period, audience and own calculation
- Commission rule per item, category, employee or territory, the most specific one being valid
- Percentage of the item in the catalog passes in front of the other rules
- Approved or paid commission is never recalculated per job
- Travel request with reason, destination, period and cost center
- Travel policies by position, with daily cap, accommodation and class
- Approval flow by authority
- Advance released and then offset in the accounting
- Travel with your own vehicle creates a reservation in the fleet upon approval
- Travel objectives defined before and evaluated after
- Visited contacts recorded during the trip
- Expenses by category with receipt attached
- Validation against policy before proceeding for approval
- Approval with partial disallowance and justification
- Approved refund generates bill payable in the same format as the fleet
- Automatic compensation of advance payments already made
- Offline launch with synchronization without duplicating expenses
- Travel report with objectives, contacts, expenses and results
- Indicators frozen upon sending, so the approved document does not change later
- Automatic billing for pending report on weekdays
- Route report with visits, mileage, sales and cost for the period
- Comparison between territories and between employees
- Exporting reports for conference
- Employee consent recorded before recording route
- Configurable route retention, default to 90 days
- Automatic purge of what has passed the deadline, every day
- Coordinate recorded with adequate precision, without throwing the pin out of place
- Permission-controlled location history access
Want to see Routes & Trips in your operation?
See a demonstration using your own numbers, with no obligation. A conversation will help you decide whether the module solves your needs.