Use route planner scheduled times to automatically update delivery and return windows on leads.

Matthew M. shared this idea ago

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We use delivery windows on all of our leads. It's usually an hour window, 30 minutes before scheduled arrival time and 30 minutes after (basically a 1 hour delivery window), same for pickups and we use these in text and email templates for customers and workers. It would be great if there was an automation to apply windows automatically. Right now we have to build the routes and then manually edit each lead's delivery and return window as well as go in and manually change them if any we make any updates to the delivery route.

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Comments (1)

Casey Z. ● 18 days ago

I've read this a few times and I'm not sure I understand. Are you saying that you would like to schedule the delivery time in the route planner, then have that automatically set the window on the lead to a 1-hour window (30 minutes before and after the scheduled delivery time)?

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Matthew M. ● 18 days ago

Yes. I struggled a bit with how to word it. You put it much more succinctly than I did. It may be too complicated to implement but it would definitely be a time saver

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Casey Z. ● 18 days ago

There used to be a setting "Allow delivery routing to set windows", which would be a part of making this work. It looks like that setting option has been removed. You would still need some additional options in "Delivey Preferences".

Years ago, I tried to do something similar using code in the email template. I couldn't do it then, but maybe it is possible now. Basically, you want the email to see what time you are scheduled to arrive, then replace that with an hour window.

What if you used *setupstarttime* and worded your email like this "Our driver will arrive within 30 minutes before or after *setupstarttime*". This is assuming *setupstarttime* is the correct variable. It may be something different.

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