The routing feature simplifies planning and tracking your trips. Let's explore how Map My Customers can elevate your experience and execute the routes efficiently.
To get Directions for Routes:
- Go to "Routes" at the bottom Navigation menu
- Tap on the route you want to get directions on
- This will take you to the map view with the route
- Slide the bottom page to the top
- Look for the stop you want to get directions on
- Tap the "Navigate" button on the right side of the stop card
You can sync the route to your mobile device and open the route using your preferred routing app (Google Maps, Apple Maps, or Waze). You can change your default routing app in our Settings section.
You can also sync the route to your calendar by tapping "Sync to Calendar."
Check-ins at stops
The Check-in button allows you to record in-person activities with the tap of a button. Each stop will contain a blue "Check-in" button that will allow you to log your interaction and quickly take notes in the field.
To check-in:
- Tap on the blue "Check-in" button below the Stop name
- You've completed your check-in! You can now take your notes. You will be also getting a "Stop Completed" message at the top of the screen
- Once the Check-in is saved and you return to the Route, your stop will be checked off as completed and the number of completed stops will update accordingly. Below you will see "1/6" stops are completed on this Route:
If you Check-in from the Record View, you will need to mark the stop as completed manually when returning to the Route's stop list view.
Note: Marking stops as Complete does NOT log a Check-in/Activity. You will need to follow the steps described above for a proper Check-in flow.
The completed stops can also be viewed from the Map. Swipe down the list view to see your completed marks represented with a check mark
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