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How to install the Encompass Strategic Route Planning Integration

Distributor steps for installing the paid Strategic Routing App (Wise Systems) for Strategic Route Planning from the Encompass App Library, choosing roles and locations. Includes video; v24.05+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.05

Pre-Conditions

  • Note: The Strategic Routing App is not free. Please work with a member of the Encompass Sales or Implementations team before downloading the App.
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Steps

The Strategic Routing APIs allow fleet, route, and customer data to be transferred between Encompass and Wise Systems.
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Installing the Strategic Routing App in Encompass
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1. Using the Universal Search, navigate to the "App Library" dashboard.
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2. Search for "Strategic Routing" in the App Library, and click enter.
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Install the Wise Systems Strategic Routing app


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3. Click the Strategic Routing tile.
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4. Click "Install for [Priced by Route].
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  • App Roles: Select the roles that will access the Strategic Routing dashboards and reports in Encompass.
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  • Locations: Select the locations to use with Strategic Planner.
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  • Review the agreement and click Install Strategic Routing
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Wise Systems Account Activation
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  • Once installed, all the components of the app will be visible. It is important to know that when the app is installed, an email will automatically be sent to Wise Systems to create the user's account. The user will be notified by email when the account is created.

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