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Routing & field agent management
Routing & field agent management
Plan optimized routes and improve efficiency and capacity of your traveling teams (sales reps)
18 articles in this collection
Written by
Sergey Shurygin
and
Erik
Routing
(Re-)planning for the current day
Learn how to select start time and location for each user to plan or replan their today's routes.
Written by
Sergey Shurygin
Updated over a week ago
Editing an advanced route
Learn how to edit a route built with Advanced routing, and when to use simple and advanced routing to do it
Written by
Sergey Shurygin
Updated over a week ago
Routing overview
Learn how to use Mapsly routing tools to increase efficiency of your sales and service teams
Written by
Sergey Shurygin
Updated over a week ago
Routing: Building a route. Saving/loading routes. Following 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
Written by
Sergey Shurygin
Updated over a week ago
Routing: how to add appointments to routes
Build routes for your sales reps using appointments from your CRM's calendar
Written by
Erik
Updated over a week ago
Routing: Planning routes for other users. Working with multiple routes: viewing, (re-)assigning, (mass-)deleting.
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
Written by
Sergey Shurygin
Updated over a week ago
Traveling preferences
Set your working hours, default start/end locations, meeting duration, departure delay and preferred navigation app.
Written by
Sergey Shurygin
Updated over a week ago
Save frequently visited locations and use them later. Share with your team.
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.
Written by
Sergey Shurygin
Updated over a week ago
Trip mode
Use trip mode to follow your route and focus on your next stop, one at a time, with relevant actions at your fingertips.
Written by
Sergey Shurygin
Updated over a week ago
Navigate to a location using your preferred navigation app in 1 click
Learn how to navigate to a map point using your favorite navigation app like Google Maps, Apple Maps or Waze
Written by
Sergey Shurygin
Updated over a week ago
Truck routing
Build optimized truck routes using one of the truck travel modes and a variety of truck parameters
Written by
Sergey Shurygin
Updated over a week ago
Google Maps route link shows wrong starting location on a mobile phone
Strict location permissions may prevent your Google Maps app from correctly identifying your starting location when you open a route link.
Written by
Sergey Shurygin
Updated over a week ago
User location tracking
Location history viewer
Learn how use location history viewer to display location history of your team by user and date
Written by
Erik
Updated over a week ago
User location daily reports
View auto-generated daily reports summarizing your team's travelled distance and time while their location tracking was active
Written by
Erik
Updated over a week ago
Location tracking (user guide)
Learn how to activate location tracking on a mobile device, view history of movements and how to ensure uninterrupted tracking
Written by
Sergey Shurygin
Updated over a week ago
Location tracking (administrator's guide)
Learn how to set up location tracking for your team, view their current and historic location data and steps to ensure reliable tracking
Written by
Sergey Shurygin
Updated over a week ago
Planning regular visits
Regular visit planner
Plan recurring visits to CRM records for individual users or an entire team based on desired frequency, visit duration, and other params
Written by
Sergey Shurygin
Updated over a week ago
'Visit planner' action
Learn how to configure a 'Visit planner' action to cover various planning scenarios
Written by
Sergey Shurygin
Updated over a week ago