Road Warrior's planner filtering lets you display only the stops and favorites that are most important to you on your route. Filtering can be done either based on convenient preset options or your own custom requirements.

Why might you want to filter?

"I have so many favorites that my map looks cluttered with pins."

"Some days I only want to view current customers, not prospects."

"I only want to see locations that are open today."

"I want to see only a certain stop or set of stops in a route."

Basic Planner Filtering Options

Once you have added a number of Stops and Favorites to your map, you might want to limit those that are displayed. Tap the Filter icon at the top right of the planner screen to open the filter dialog.

Filter Button Location

Planner Filter Screen

There are a few different types of filtering you can perform to limit what stops and favorites you see:

Filter by name or address The first option lets you enter text to filter stops and favorites by their name or address fields.

The next filtering options can be applied to both stops and favorites independently. For example, you might want to only show Active stops, and favorites that are within 5 miles of your start position. Tap the "Stop Filter" or "Favorite Filter" buttons to view these options.

Distance from Start: Tap the "Distance" option and use the slider to show Stops or Favorites within a certain distance from your Start Point.

Status for Stops/Favorites: For stops, selecting Active will only show active (stops that are not checked in, unreachable, or closed) stops on your route. For favorites, selecting Active will only show favorites that are open and have not been limited by an availability limit.

Hide Stops/Favorites Enabling this will hide all stops or favorites from the map and list.

Clear All Filters This will clear any filters currently enabled, showing all of your stops and favorites on the route - you can also clear just stop filters or favorite filters.

Custom Filters using Hashtags

You can assign a customized field called Hashtags for furthering filtering based on your specific needs. To use Hashtags for filtering, first put a hashtag in the Notes section of your Favorite.

Edit Note

To get to the Notes section of your Favorite, click on a Favorite, then click Edit. (If you are clicking on a Favorite that is Stop on your current route, click on the Stop and select View Favorite.)

Edit Stop Edit Favorite

Next, type that hashtag into the Hash Tags section of the filter screen and make sure the filter is on.

For example, you might tag VIP customers as #VIP by typing #VIP in the notes section of those Favorites. Then turning on the filter and typing #VIP in the hashtag section of the Filter screen.

Hash Tag Filter

Multiple Hashtags

You can use multiple hashtags for more advanced filtering. When you use multiple hashtags, the filter defaults to “OR” mode. When you turn “Match Every Hashtag” it changes to “AND” mode.

For example, if you wanted to filter by #VIP and #Maryland then you would type in: #VIP #Maryland and turn Match every Hashtag to ON.

In another example, you might be a salesperson who has tagged all your favorites as either #hot or #warm or #cold. On this day, you only want to visit favorites that are warm or hot. You want hashtag section of the filter to read: #warm #hot with the Match every Hashtag turned to OFF.

Multiple Hashtags

Tips

Remember your Filter: from the planner view you can immediately tell that your filter is on if the icon is red.

Trying to tweak your filters? The current counts of stops and favorites that are visible can be seen in the main planner filter dialog without going back to the stop list.

Learn More to Get the Most out of Road Warrior!

Optimization

Create Schedules and Availability

How Search Works

Managing Your Account

Getting Started

Navigation Tips

Working With Routes

Upload Data

View Activity

Why Go PRO?

Settings Overview

Manually Reorder a Route

Drop Stops (Pick-Up/Drop-Off)

Sending ETAs