itsthesheet User Guide

1 · Getting started

itsthesheet runs as a single app file in your web browser. After you sign in and download it from your dashboard, open the app and you'll see six tabs across the top:

2 · Account & download

1. Go to itsthesheet.ca and click Start free trial. Enter your email, a password, and pick a plan. No credit card is required for the 30-day trial.
2. Check your inbox for a “Verify your itsthesheet account” email and click Verify my email. This starts your 30-day trial and opens your dashboard.
3. On the dashboard, click Download the app to get the app ZIP. Unzip it and open itsthesheet.html in your browser.
4. Copy your app token from the dashboard, open the app's Settings tab, paste it into Subscription Token, and click Validate Token.

3 · Import your spreadsheet & geocoding

Loading files

1. On the Atlas tab, click the file picker and choose one or more .xls, .xlsx, or .csv files. You can select multiple files, or click again later to add more.
2. Click Load Files. Your rows are parsed and column headers are auto-detected (for example “Site Address” becomes Project Address, “City” becomes Region).
3. Records with coordinates plot immediately on the map. Use Refresh Map to re-plot, or Clear to start over.

How geocoding works

You don't run geocoding manually. Any row that doesn't already have latitude/longitude is geocoded automatically the moment you send rows to the Routing tool. Rows that already have coordinates are used as-is, and results are cached so repeat runs are fast.

4 · Routing, optimized multi-day routes

Send stops to Routing

1. Go to Table + Export, filter as needed, and tick the rows you want (or use Select Visible).
2. Click Send Selected To Routing Tool. Any rows missing coordinates are geocoded automatically, then handed to the Routing tab.
3. Open the Routing tab to set up the trip.

Route Settings

Run it

1. Click ▶ Run routing. The progress stepper moves through Data validation → Matrix calculation → Route optimization → Map generation.
2. When it finishes, review the results panel: 🗺️ Trip map (interactive map of all days) and 📋 Summary (itinerary, distance, time). Use ✕ Back to planning to adjust and re-run.
3. Click ⬇ Download route ZIP to save the field-ready package.

What's in the route ZIP

• Map.html, interactive map of the whole trip, color-coded by day.
• Route_Summary.html, styled per-day itinerary with times and stop counts.
• Servicing_List_Routed.xlsx, your stops in routed order.
• GoogleEarth/, KMZ files of routes and property outlines for Google Earth.
• Navigator/Day1.html …, a simple turn-by-turn page per day.
• data/, GeoJSON + route JSON for advanced use.

5 · Email Builder

The Email Builder pulls every unique email and cell number out of your loaded sheet, then generates a batch of personalized email drafts you can send.

1. Open the Email Builder tab. Choose a scope, All uploaded rows or Selected map/table rows, and narrow with the search box and the Contact Type (All / Emails / Cells), Contact Header, and sort options.
2. Click Select Filtered Emails to select everyone matching your filters (or Clear Selection to reset).
3. Fill in the Batch Email Template:
   • Batch Name, names the output ZIP (e.g. “Batch 1”).
   • Subject, the email subject line.
   • Message Body, your message. Use merge tokens that fill in per contact.
   • Signature, your sign-off.
4. Click Create Email Batch, review the Draft Preview, then Download Batch .zip.

Merge tokens

The download is a ZIP of individual .eml draft files, one per contact. Open any of them in your email client to review and send.

6 · Video walkthroughs

Short screencasts for each workflow. (Coming soon, links will appear here.)

7 · Request a feature

Got an idea that would make itsthesheet better for your work? Tell us, we read every request and it directly shapes what we build next.

8 · Troubleshooting

My records didn't plot on the map.

Make sure your sheet has an address column, then click Refresh Map. Rows without coordinates plot once they're geocoded (when you send them to Routing).

“Run routing” is greyed out.

You need at least one geocoded stop and a Trip START address (plus a Trip END unless you're in out-and-back mode).

My route is too long / won't fit.

Raise Max days or Max hours per day, lower service minutes, or split into batches. Remember the limits: 250 stops and 5 days per route.

Ferry trips look too short.

Set Estimated ferry wait time to add terminal queue time on crossings.

The app says my subscription is inactive.

Open Settings, re-paste your token from the dashboard, and click Validate Token. If your trial ended, add a card on the dashboard.

Still stuck?

Email hello@itsthesheet.ca and we'll help.

9 · Changelog