Mapsly

Sergey Shurygin

Erik

Plan optimized routes and improve efficiency and capacity of your traveling teams (sales reps)

Routing & field agent 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 other multiple users and/or multiple days. Viewing, (re-)assigning, (mass-)deleting routes. Copying route session.

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 app in 1 click

Set your working hours, default start/end locations, meeting duration, departure delay 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 appointments 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

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

Routing settings

Routing

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

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 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)

User location tracking

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

Routing

User location tracking

Planning regular visits