Quick Assign in RoutingBox Web

Quick Assign is designed to help you quickly and efficiently assign trips for the day. The goal is to optimize your assignments by placing as many trips as possible with the least number of drivers, while still respecting your rules and settings.

From the Assignments screen, click on Quick Assign

In the Settings section, you can toggle options on or off to customize how Quick Assign runs:

• Allow Multi-Loading
  Enable this if you allow multiple passengers in a vehicle at the same time.

• Overwrite Existing Assignments
  Turn this on if you want Quick Assign to reassign trips you’ve already assigned that day. Keep it off if you’d like existing assignments to remain unchanged.

• Check Driver Qualifications
  Enable this if you’ve set up driver qualifications (such as certifications or requirements) and want Quick Assign to use them in decision-making.

• Zone Match
  If your RoutingBox setup uses zones, Quick Assign can consider them when selecting drivers and vehicles. Options include:

  • Both PU and DO Zones

  • PU Zone only

  • DO Zone only

  • Either PU or DO Zone

  • Do not consider zones (if you don’t use zones)

The Analysis section helps you understand why certain trips may not be assigned or why some drivers/vehicles might not be used.

• A green status means everything is set to go.

• A red status indicates an issue. Follow the suggested steps to resolve it. In many cases, you can still run Quick Assign even with some red items.

• An orange status indicates a potential issue, you may resolve them and try again or continue on.

After adjusting your settings and reviewing the analysis:

1. Click Run to start the Quick Assign process.

2. Wait for the results page to appear once the job has finished.

Results

The Results page shows you what Quick Assign was able to do:

• Results Stats – Overview of how many trips were successfully assigned vs. left unassigned.

• Unused Assignments – List of drivers/vehicles that weren’t assigned any trips.

• Driver/Vehicle Sections – Expandable sections that show the trips assigned to each driver/vehicle.

Reviewing Assignments

• Assigned trips will appear under each driver. Trips already assigned or unchanged will be shown in grey.

• To remove a trip from a driver, uncheck the blue checkmark next to that trip.

• If Quick Assign adjusted trip times, the Time column shows the original schedule, while the New Time column shows the updated time.

After reviewing everything, click Apply to save the assignments.