How to Override Your Default Mileage Calculator for Specific Customers

Set a specific mileage provider for each customer to ensure your rates match contractual agreements.

Quick Navigation

1. What’s New
2. Why Customer Mileage Overrides Matter
3. How to Set It Up
4. FAQs

What’s New

• Set PC Miler or Google Maps as a mileage provider on a per-customer basis
• Choose specific versions of PC Miler when required
• Customer overrides take precedence over the organization-level mileage setting
• Total Miles field continues to use the organization’s default mileage provider
• A new Customer distance field displays mileage based on the customer’s mileage provider
• Customer quotes and partner rates automatically use Customer distance for rating if available

Why Customer Mileage Overrides Matter

✅ Ensures mileage calculations match customer agreements
✅ Prevents rating mismatches and invoice disputes
✅ Supports multi-version PC Miler compatibility across customers

How to Set It Up

Step 1: Access the Customer Profile

1. Navigate to Customers

2. Click into the relevant customer

Step 2: Add the Override

1. Look for the Select distance provider widget

2. Click Use specific provider for this customer 

3. Choose a Distance provider (e.g. PC Miler)

4. Select the required Version (e.g., v10, v14)

5. Select the required Routing preference (e.g. shortest, practical, fastest)

6. Click Save

Step 3: Confirm Behaviour

• The distance provider and version are visible on the Customer data panel
  
  

• The Total Miles field still defaults to the organization’s mileage provider
• The new field Customer distance shows mileage based on the customer’s selected provider
  
  

• Customer quotes and partner rates use the Customer distance value for rating if present

  

FAQs

What if I want to revert to the organization's default mileage provider?
Simply remove the override from the customer.

Will the Customer distance update if I change a customer's mileage provider or its secondary settings?

No, changing the mileage provider or its secondary settings (like version or routing preference) won't retroactively recalculate mileage.

To trigger a recalculation, make a change to one of the stops.

Can I see when the Customer distance was last calculated? 
While the distance provider and version are visible, there is no timestamp showing when the Customer distance miles was last calculated.

To refresh the calculation, modify the stop(s).