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Route Planning

Pyra includes a route planner to help you organize daily deliveries and pickups. Plan efficient routes, assign drivers, and track job completion.

Accessing the route planner

Go to Scheduling in the sidebar. The scheduling page has two main views:

  • Calendar view — see all jobs on a weekly or monthly calendar
  • Route view — plan and optimize daily delivery routes

Jobs

A job is a delivery or pickup task tied to an order. When you confirm an order with delivery, Pyra creates jobs for:

  • Delivery — transporting items to the customer's site
  • Pickup — retrieving items when the rental period ends

Each job includes:

  • The delivery/pickup address
  • The items being transported
  • The scheduled date
  • The assigned team member (optional)
  • Status (scheduled, in progress, completed)

Planning a daily route

  1. Go to Scheduling and select the Route view
  2. Choose the date you want to plan
  3. You'll see all jobs scheduled for that day on a map
  4. Drag jobs to reorder them into an efficient route
  5. Assign the route to a driver or team member

Route optimization

The route planner displays jobs on a map so you can visually organize stops. Consider:

  • Grouping nearby deliveries and pickups together
  • Handling morning deliveries and afternoon pickups
  • Allowing time for loading and unloading between stops

Assigning team members

To assign a job to a team member:

  1. Click on the job in the calendar or route view
  2. Select Assign and choose a team member
  3. The team member receives a notification with job details

Team members can view their assigned jobs in the Employee App — a mobile-friendly view showing their daily schedule, delivery addresses, and order details.

Job statuses

Jobs move through these statuses:

StatusMeaning
ScheduledJob is planned but not started
In ProgressDriver is en route or at the site
CompletedDelivery or pickup is done
CancelledJob was cancelled (order cancelled or rescheduled)

Creating jobs manually

Jobs are usually created automatically when orders are confirmed, but you can create them manually:

  1. Go to Scheduling and click Add Job
  2. Link it to an order (optional)
  3. Set the date, time, address, and items
  4. Assign a team member
  5. Click Save

Manual jobs are useful for non-order tasks like maintenance runs, equipment inspections, or inter-site transfers.

Viewing job history

Past jobs appear in the scheduling history. Use the date filters to review completed jobs, check delivery times, and track team performance.