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RouteGenie
On this shelf you will find a collection of guides on how to navigate and use RouteGenie. This is the SaaS that we use at Lakeshore to manage scheduling and dispatching our trips. It is a critical part of our system and while it does have a very steep learning...
Day One at Lakeshore
Recording Trips In Route Genie (Video Lessons)
This book will go over how we enter trips in to the RouteGenie system from Phone Calls, Messages, Email as well as other topics and guides related to Trip entry. This book will be made up of a mixture of Video Guides and Tutorials as well as traditional artic...
Navigating RG A High Level Overview
A high level overview of RG and how to navigate the website.
Getting Logged In
Getting Your Credentials Getting logged in to RG for the first time will require that a user account has been set up on your behalf. If this has not taken place yet you can ask the office administrator to do this for you. Your personal work email should be us...
Navigating RG
Welcome When you first log in to RouteGenie this is what you will see more or less: There is a lot going on here but lets work from left to right. One of the first things you are going to notice is a navigation bar fixed on the left of the window with the "R...
Viewing A Trip
Viewing A Trip In RouteGenie There are many different instances in which you would view a trip in RouteGenie, From the Dispatch and Pre-Assign interfaces to reservations it is one of the most common objects you are going to encounter. Looking at a trip in the...
Looking At Vans In RG
Vehicle Overview First things first lets get started by taking a look at the Vehicle interface. In this log you will see a list of all the vehicles we currently have available to us at lakeshore. Unlike a lot of the other logs we take use in RG this one will f...
Looking At Clients In RG
Client Overview The next object we will take a look inside of RG will be clients, The ongoing Client log is found in the Passengers interface: Taking a look at the passenger interface it is pretty straight forward, it provides a list of passengers along with s...
Looking At Employees In RG
Employee Overview Last up in this series we will take a quick look at employee profiles. These have a lot in common with the way they work in the sense that you can also think of employees as an object that can be used through out RG and edited in the profile....
Recording A Trip From A Phone Call (Video Lesson)
Booking Trips Over The Phone This Guide will assume basic knowledge of RouteGenie and that you have set up your work accounts for both Gmail and RouteGenie One of the most common ways we record trips at lakeshore is over the phone. When a client calls in with ...
Booking a Standing Order (Video Lesson)
This article will assume you understand the basics of RouteGenie as well as how to book a regular order. Pre-Requisite Reading The guide linked below will go in depth on adding orders to the RouteGenie system, that will not be specifically covered in this gui...
Scheduling Driver Shifts
In this book we will go over how driver shifts work in RouteGenie and how we choose to do it at lakeshore
Driver Shifts Interface
Driver Shifts Interface Lets start out by navigating to the Driver Shifts Interface, it is located on the left side navigation bar as shown below. This interface is a little bit deceiving because while you can set your driver shifts here as well as their vehi...
Working in Dispatch
In this book we will cover the Dispatching interface, what it is like to work within it, how to navigate it, and everything in between.