Routing & field agent management

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

17 articles in this collection
Written by Sergey Shurygin and Erik

Routing

Routing settings

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

Written by Sergey Shurygin
Updated this week

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