Releases

Release 3.0 · Day 5 — Traveller V2: Plan a Whole Week's Routes in Four Steps 🚐

Multi-day visit planning, AI-ranked customers, and a side-by-side cost comparison between day trips and overnight tours.

André Soares

May 12, 2026 • 1 min read

Every minute a rep spends on the road costs money. Every customer they should have visited but didn't, costs more. Traveller V2 plans up to a full week of customer visits in a guided four-step wizard — and tells you whether it's cheaper to drive home each night or stay over.

🧭 The wizard, step by step

Step 1 — Setup. Pick the rep, the planning days, the start and end points (drop a pin or use a saved pair). Set visit windows, dwell time, and a daily cap.
Step 2 — Areas. Draw service areas on the map (polygon or freehand). Drag planning days onto each area.
Step 3 — Routes. The system ranks customers by visit cadence (how overdue) and sales trend (declining customers get priority). A slider lets you bias one over the other.
Step 4 — Review. Calendar preview with scheduled times. Drag to adjust. Save to the rep's calendar.

💰 Day-by-Day vs Span — and the actual cost

Traveller V2 gives you two routing modes side by side:

Day-by-Day — return to the start point every evening. Best for local territories. Higher driving distance.
Span — continue from where you left off, sleep on the road. Best for big territories. Lower distance, but hotel costs.

The wizard shows both modes' total distance + hotel costs so the choice is quantitative, not vibes.

🎯 Built to integrate

With Smart Prospecting — set "discovery per day" to mix new leads into the route.
With Territory Studio — service areas snap to existing territory polygons.
With Henry AI — once the visit happens, the report writes itself.

💡 Pro Tip: Start with the AI's smart territory suggestion, then nudge the area shapes to match real-world geography (rivers, motorways, customer density). The system gets you 80% of the way; local knowledge does the rest.