Joint liability group visits · Route planning

Who goes where,
in what order,
at what time.

The planner answers all three for every officer at a branch — inside each group’s meeting window, the shift and lunch — and keeps road kilometres as low as it can.

Meetings planned
8 / 8
Total distance
231.1 km
Solved in
10.0 s

Figures from a real planner run on the demo branch, 06 Oct 2026.

What changes

The same branch day, two ways.

Assigned by hand

  • Villages split between officers from memory
  • Meeting windows and lunch checked in your head
  • No record of which groups were left out, or why
  • Kilometres claimed after the fact

With Route Optimizer

  • Groups assigned and ordered in about 10 seconds
  • Every window, shift, lunch and 5-meeting cap checked
  • Unscheduled groups listed with a reason
  • Planned km and travel time saved per officer, per stop

Inside a saved plan

One plan, four views — all from the same stop records.

Route map

Colour per officer on real roads; toggle each route.

Shift timeline

Meetings, travel, waiting and lunch against each shift.

Not-scheduled list

Every group left out, with the reason — nothing silently dropped.

CSV export & print

One row per stop: arrival, wait, meeting, travel, km.

01

Runs in the phone browser

Officers open My Day from a link — nothing to install. Large Navigate and Mark visited buttons for use on the move.

02

Pin a group to an officer

Where a relationship matters, pin the group. The planner treats it as a hard rule and routes everyone else around it.

03

Access follows the org chart

Managers create every login and link it to an officer record. Officers only ever see their own day.

Bring your branch on.

Talk to us about setting up your branches, officers and groups.