Mapsly

Learn how to use the Bottom calendar view

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Erik

Sergey Shurygin

Mapsly IT Team

Boost efficiency of your field sales & service teams

Field team management

Learn how to use Mapsly routing tools to increase efficiency of your sales and service teams

Routing overview

How many locations (route jobs) may I add to the Route panel during a trial, and on Each of the Mapsly plans

How many points (stops, locations) can I add to a route?

Learn how to build an optimal route in Mapsly, save it to use it later, load an existing route and follow your route

Routing: Building a route. Saving/loading routes. Following a route.

Learn how to view and update traveling preferences for multiple users at once

Mass-update users' traveling preferences

Learn how to plan routes for other Mapsly users and re-assign existing routes to users, one by one or in multiple routes at once

Routing: Planning routes for multiple users and/or multiple days. Viewing, (re-)assigning, (mass-)deleting routes, and copying route sessions.

Learn how to use the Route viewer to see routes for a particular user(s) and date(s), including multiple routes at once

Route viewer

Use trip mode to follow your route and focus on your next activity, one at a time, with relevant actions at your fingertips.

Trip mode

Learn how to navigate to a map point using your favorite navigation app like Google Maps, Apple Maps or Waze

Navigate to a location using your preferred navigation

Set your working hours, default start/end locations, meeting duration, departure delay, early and late tags, and preferred navigation app.

Traveling preferences

Learn how to select start time and location for each user to plan or replan their today's routes.

(Re-)planning for the current day. Using "Today's start time/location" modal

Build routes for your sales reps using appointments from your CRM's calendar

Routing: how to add Calendar events to routes

Save your most used addresses to 'Saved places' and add them to a route or select as start and finish points in 2 clicks. Share with others.

Save frequently visited locations and use them later. Share with your team.

Build optimized truck routes using one of the truck travel modes and a variety of truck parameters

Truck routing

Strict location permissions may prevent your Google Maps app from correctly identifying your starting location when you open a route link.

Google Maps route link shows wrong starting location on a mobile phone

Reroute on the Go: add more activities on the way, rebuild a route from current location via Rerouting point.

Editing a route with Rerouting point

Control your objects' and users' routing parameters directly from your CRM. Set their default values. Define vehicle types.

Routing settings

Editing route job parameters

Learn how to plan multi-day routes that start and end at specified locations with night rests along your continuous route

Plan long-haul continuous routes with night stops along the way

Copy all waypoints from current route to a new one or re-start the trip mode for visited routes

Clone a route

Tailor your visits in detail, taking into account availability windows and any job restrictions

Jobs' Parameters

Visit more locations in less time. Minimize travel time & costs.

Optimize daily routes

Plan your calendar meetings using Mapsly's routing engine to minimize travel time and reveal/resolve scheduling conflicts

Travel-Aware Calendar

Calendar preferences

Update calendar preferences for multiple users at once

Mass-update users' calendar preferences

Activate and deactivate calendars. Configure custom calnedars.

Calendar settings

'Edit event' popup

Handling errors during event synchronization from Mapsly to your CRM

Calendar - the most common errors

How to Connect Calendar to Mapsly

Yulia Egorova

Use Travel Calendar to visit more meetings while minimizing driving time

Optimize calendar schedule

Learn how to set up location tracking for your team, view their current and historic location data and steps to ensure reliable tracking

Location tracking (administrator's guide)

Learn how to activate location tracking on a mobile device, view history of movements and how to ensure uninterrupted tracking

Location tracking (user guide)

Learn how use location history viewer to display location history of your team by user and date

Location history viewer

View auto-generated daily reports summarizing your team's travelled distance and time while their location tracking was active

User tracking location daily reports

See your team on the map. Get per-user daily distance reports.

Track your team's location

Analyze your team's performance with powerful dashboards (fully customizable)

360º view of field teams' performance (dashboards & charts)

Use Mapsly Analytics to see how your team performs in the field

Performance dashboards & analytics

Plan recurring visits to CRM records for individual users or an entire team based on desired frequency, visit duration, and other params

Regular visit planner

Learn how to configure a 'Visit planner' action to cover various planning scenarios

'Visit planner' action

Plan regular visits while minimizing travel time & costs

Plan regular visits

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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