Routing & field agent management

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

Sergey Shurygin avatar Erik avatar
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.
Sergey Shurygin avatar
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
Sergey Shurygin avatar
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
Sergey Shurygin avatar
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
Sergey Shurygin avatar
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
Erik avatar
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
Sergey Shurygin avatar
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.
Sergey Shurygin avatar
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.
Sergey Shurygin avatar
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.
Sergey Shurygin avatar
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
Sergey Shurygin avatar
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
Sergey Shurygin avatar
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.
Sergey Shurygin avatar
Written by Sergey Shurygin
Updated over a week ago