How to Create a Route / Add an Account (Web App) | 2026

TL;DR

This guide walks you through creating a route and adding accounts in the Paxelo web app, step by step. You’ll learn how to import or manually create account records, add them to a route using the map, lasso tool, or list view, set start and end locations, optimize your stop sequence, and push the route to your mobile app for field execution. The whole process takes a few minutes once your accounts are in the system.

Before You Start

You need a Paxelo account. The free plan supports one user and up to 50 customer accounts, no credit card required. If your team is larger, Starter through Enterprise tiers are available.

Log in at the Paxelo web app from any desktop or laptop browser. The web app is your planning command center: this is where you build routes, import accounts, review territory coverage, and manage schedules. The mobile app handles field execution (navigation, check-ins, notes), and everything syncs between the two automatically.

Step 1: Get Your Accounts Into Paxelo

You can’t build a route without accounts. An account in Paxelo is a customer, prospect, or lead record with a physical address. Each account can also carry contact names, phone numbers, visit history, tags, custom fields, revenue data, and notes from past meetings, so reps walk into every stop prepared.

Option A: Import from a Spreadsheet

If your accounts live in a spreadsheet, this is the fastest path.

1. From the main navigation, go to Customers (or Accounts).
2. Click Import.
3. Download the CSV template if you need it, or upload your own file. Required columns: account name, street address, city, state, and zip code. Optional but recommended: contact name, phone, email, priority tier, revenue, and any custom tags.
4. Map your spreadsheet columns to Paxelo’s fields using the column-matching screen.
5. Click Import to finalize.

Every imported account appears as a pin on your territory map. For a full walkthrough of formatting and uploading your file, see the import spreadsheet into Paxelo guide.

Option B: Create an Account Manually

For adding one or a few accounts on the fly:

1. Go to Customers and click Add Customer (or the + button).
2. Enter the account name and full address (street, city, state, zip). Paxelo geocodes the address so it can be placed on the map accurately.
3. Add contact details, priority tier, tags, and any notes.
4. Click Save.

The new account appears on your territory map immediately.

Option C: Use Prospect Intelligence (Add-On)

If you have the Prospect Intelligence add-on ($29/user/month, 50 searches included), you can discover new prospects directly from the map:

1. While viewing your territory map, click Find Prospects or the prospect discovery icon.
2. Filter by industry, company size, or revenue.
3. Browse results that appear near your existing accounts or along your route.
4. Click Add on any prospect to save it as a new account in Paxelo, then add it to your route with one more click.

This is especially useful for filling gaps between scheduled stops. When a meeting cancels, reps can pull up nearby prospects and turn dead time into pipeline.

Step 2: Create a New Route

With accounts in the system, you’re ready to build a route.

1. From the main navigation, go to Routes (or Route Planner).
2. Click Create New Route.
3. Select the date for the route. You can plan for today or schedule routes days or weeks ahead.
4. Give the route a name (e.g., “Tuesday - North Dallas” or “Week 23 - Metro East”).

You now have an empty route ready for stops.

Step 3: Add Accounts to Your Route

Paxelo gives you several ways to add accounts. Use whichever fits the situation.

Map Pin Click

The most intuitive method for visual planners:

1. On the route planning screen, your territory map displays all your account pins.
2. Click any pin on the map.
3. In the account pop-up, click Add to Route.
4. The account appears in your route’s stop list on the left side of the screen.

Repeat for each account you want on today’s schedule. You’ll see the route line update on the map as you add stops.

Lasso (Draw) Tool

Best for dense territories where you want to grab a cluster of accounts at once:

1. Click the Lasso tool in the map toolbar.
2. Draw a circle or freeform shape around a geographic area on the map.
3. Paxelo highlights every account inside the boundary.
4. Click Add All to Route (or deselect specific accounts you want to skip).

Practitioners in outside sales forums consistently call the lasso tool one of the biggest time-savers in route planning. Instead of clicking 20 pins individually, you draw one shape and you’re done.

Account List / Search

If you know which accounts you need by name, tag, or priority:

1. Open the account list panel (usually a sidebar or search bar within the route planner).
2. Filter by tag, priority tier (A/B/C), last visit date, territory, or custom fields.
3. Select the accounts you want, either individually or by checking multiple boxes.
4. Click Add to Route.

This method works well when a manager has already tagged accounts with priority tiers and reps need to pull this week’s “A” accounts into a route. For guidance on structuring priority tiers, see how to plan visits when customers have different priorities.

Nearby Unscheduled Customer Alerts

As you build a route, Paxelo can surface nearby accounts that aren’t on your schedule but are due for a visit. Watch for alert icons or a “Nearby Accounts” suggestion panel. Adding one of these is a single click.

Step 4: Set Your Start and End Locations

1. In the route details panel, find the Start Location and End Location fields.
2. Type in the address where the rep begins the day (home, office, depot) and where they’ll finish.
3. Start and end locations can be different, which reflects how field sales actually works. A rep might leave from home in the morning and end at a regional office.

These locations anchor the route optimization. Getting them right matters because they affect total drive time and stop sequencing.

Step 5: Optimize the Route

This is where Paxelo does the heavy lifting.

1. Click Optimize (or Optimize Route).
2. Paxelo reorders your stops using its revenue-optimized routing engine. Unlike delivery fleet tools that only minimize mileage, Paxelo factors in account priority, visit frequency, geography, and revenue potential.
3. Review the new sequence. The map updates to show the optimized path, and the stop list reorders accordingly.

What revenue-optimized routing means in practice: A distance-only optimizer might skip a high-potential prospect 20 minutes away in favor of three low-value accounts that happen to be clustered together. Paxelo’s approach weighs commercial impact, so reps spend limited selling hours in front of the accounts most likely to generate revenue.

Manual Adjustments

Plans change. You can:

• Drag and drop stops in the list to manually reorder them.
• Remove a stop by clicking the X or delete icon next to it.
• Re-optimize after any change. If a 2 PM meeting cancels, remove that stop and hit Optimize again. The remaining stops reshuffle instantly.

For more on balancing efficiency with revenue priorities, see how to optimize your day for selling, not driving.

Step 6: Save and Sync to Mobile

1. Click Save Route.
2. The route syncs automatically to the Paxelo mobile app on the assigned rep’s phone.
3. On the mobile app, the rep sees the day’s run sheet: every stop in order, with account details, contact info, and notes visible at a glance.

Navigating the Route in the Field

When it’s time to hit the road:

1. Open the route on the Paxelo mobile app.
2. Tap the first stop.
3. Tap Navigate to hand off to Google Maps, Apple Maps, or Waze for turn-by-turn directions with real-time traffic.
4. After the visit, use one-tap Check In / Check Out to log the visit. Add notes, outcomes, and follow-up tasks.
5. Tap the next stop and repeat.

Paxelo pulls in real-time traffic data via Google Directions, so route timing reflects current road conditions, not just distance estimates.

For Managers: Building Routes for Your Team

Sales managers can create and assign routes from the web app without reps needing to plan their own days.

1. In the Team or Territory section, select the rep you’re planning for.
2. Follow the same steps above: create a route, add accounts, set start/end locations, optimize, and save.
3. The route appears on that rep’s mobile app automatically.

Using Territory Views to Identify Gaps

Before building routes, use Paxelo’s territory map and coverage heatmaps to spot which accounts are overdue for a visit and which areas have no recent activity. This helps you build routes that close coverage gaps rather than just repeating the same familiar stops.

Paxelo’s adherence reports show which reps are following their planned routes and which are going off-script, giving you coaching data without micromanagement.

For setting up visit cadence rules that ensure A/B/C accounts get the right coverage automatically, see how to set up automated cadence for A/B/C accounts.

Automatic Monthly Schedule Generation

Beyond individual daily routes, Paxelo can generate a full monthly schedule for each rep based on account priorities and visit frequency rules.

1. Set visit frequency for each account or tier (e.g., A accounts = weekly, B = biweekly, C = monthly).
2. Paxelo creates a monthly plan with routes pre-built for each day, distributing accounts across the month so nothing falls through the cracks.
3. Reps and managers review and adjust as needed, then routes sync to mobile.

This eliminates the weekly scramble of “who do I visit tomorrow?” that eats planning time. For details on frequency weighting, see how to use visit frequency weighting in routing.

Common Scenarios and How to Handle Them

A meeting cancels mid-day

Open the route on the mobile app, remove the stop, and tap Re-Optimize. Paxelo reshuffles the remaining stops. Check for nearby unscheduled accounts you could visit instead.

A rep wants to add a drop-in stop during the day

On the mobile app, search for a nearby account or use Prospect Intelligence to find a new prospect along the route. Add it to the current route. The stop slots into the sequence.

Importing a large account list for a new territory

Use the CSV import in the web app. Format your file with account name, address, city, state, zip, and any additional fields. After import, use the lasso tool to build routes by geographic cluster, then optimize each one.

Planning a full week of routes at once

Create separate routes for each day. Name them by day and area (e.g., “Mon - Downtown,” “Tue - Suburbs North”). Save each one. They all sync to the rep’s mobile app as a weekly schedule.

Quick Glossary

Frequently Asked Questions

How do I create a route in the Paxelo web app?

Log in, go to Routes, click Create New Route, pick a date, and name it. Then add accounts using the map, lasso tool, or list search. Set your start and end locations, click Optimize, and save. The route syncs to the mobile app automatically.

How do I add an account in the Paxelo web app?

Go to Customers, click Add Customer, enter the account name and full address, add contact details and tags, and save. The account appears on your territory map and can be added to any route. You can also import accounts in bulk via CSV.

Can I add accounts to a route from the mobile app?

Yes. Routes sync between the web and mobile apps. On mobile, you can search for nearby accounts or prospects and add them to your current route on the fly. The updated route re-optimizes with the new stop included.

What’s the difference between optimizing a route and getting directions?

Route optimization takes all your stops for the day and determines the best sequence, factoring in geography, account priority, and revenue potential. Navigation (Google Maps, Waze) gives you turn-by-turn directions between individual stops. Paxelo handles optimization, then hands off to your preferred navigation app.

How many stops can I add to a single route?

Paxelo supports multi-stop routes suitable for a full sales day, typically 10 to 20+ stops depending on visit duration and territory density. The optimizer handles the sequencing regardless of stop count.

Can a manager create routes for reps?

Yes. Managers can build, optimize, and assign routes to specific reps from the web app. The route appears on that rep’s mobile app. Managers can also review territory coverage heatmaps and adherence reports to see which reps are following their planned routes.

How does Paxelo’s routing differ from delivery fleet tools like Route4Me?

Delivery fleet tools minimize distance and time for package drop-offs. Paxelo’s revenue-optimized routing weighs account priority, visit frequency, and revenue potential, so reps spend their day with the accounts that matter most commercially. It’s built for B2B outside sales, not logistics.

Can I reuse or repeat a saved route?

Yes. Saved routes persist in the web app. You can duplicate a route, assign it to a new date, and adjust stops as needed. Combined with automatic monthly schedule generation, this reduces repetitive planning significantly.

What if I need to change the route mid-day?

On the mobile app, remove cancelled stops, add new ones, and tap Re-Optimize. Paxelo reshuffles the remaining stops instantly. You can also drag stops to manually reorder them.

Ready to try it? Start free with up to 50 accounts, or book a demo to see route creation with your own data.