Merchandising audits & supervisor store visits in Mapsly
On-shelf visibility and retail execution determine what gets bought. Mapsly helps merchandising supervisors see where to go, plan efficient days, and capture consistent in-store audit interviews—so flavors stay on shelf and sell-through stays healthy. At scale, supervisors get one operational view of target outlets, priorities, and visit status, with optimized routes that respect availability windows, store hours, visit duration, working hours, and breaks, then write audit results back to the CRM for clean reporting.
Canvassing in Mapsly
Turn door-to-door efforts into clear, map-ready insights. Mapsly helps teams see where they’ve been, what people said, and what to do next—without leaving the map or the mobile app. Organizers get a single operational view with colorized outcomes, customizable filters, and live progress, while street teams follow simple routes, capture notes and photos on the spot, and keep the CRM current without extra steps.
Routes on the map + instant invoicing via your CRM
Mapsly ties route planning and billing into a single flow—see where you’re going, confirm what was delivered, and trigger invoices before you leave the site. Note: Mapsly doesn’t generate invoices itself; it provides the interface and actions to create invoices in your connected CRM/ERP. In practice, this means reps follow an optimized delivery route with live status on the map/table, record what actually moved, and launch invoice creation from the same screen—keeping working hours on track and the cash cycle moving faster.
Roofing map for estimates, installs, and job status tracking
Roofing teams rely on accurate visibility and clean execution from estimate to roof installation. Mapsly brings roof intelligence and field reporting into one roofing map—so every house, scope, and install status stays clear. Supervisors get a single operational view of neighborhoods, job progress, and priorities, while crews move through realistic days with the same job context on mobile—less back-and-forth, fewer surprises, and cleaner handoffs between estimating, production, and close-out.
Technician search and job assignment on the map
When speed matters, seeing technicians and service requests on the same map is everything. Mapsly can show leads and technicians side-by-side, then use a custom form to match work—like lawn mowing—to the closest 5 available technicians in seconds. Dispatchers get proximity and ETA in one operational view, with territory ownership, skills, and working hours considered in the background so assignments land with the right tech the first time.
Radius-based search with custom form
Sales and operations teams often need fast, location-based answers—without digging through lists. Mapsly makes it easy to search by distance and instantly turn results into actionable insights. From a single operational view, you can anchor on a place that matters—an office, a warehouse, a customer site, or a rep’s current location—then narrow to what’s nearby and relevant, keeping decisions grounded in the map instead of spreadsheets.
Real estate portal with an embedded interactive property map
Modern real estate portals need more than lists—they need visual context. Mapsly lets teams embed interactive property maps directly into customer-facing real estate portals, making listing data easy to explore and act on. Visitors get a clear neighborhood view with filters, colorized listing statuses, and quick comparisons, while your team keeps one source of truth that reflects live CRM fields like price, availability, and stage—no duplicate tools or re-entry.
Distance-based CRM workflows and automation
Mapsly’s automation suite turns geo-logic into hands-free CRM automation. Distance-based workflows—designed by our solution engineers—run behind the scenes to calculate distance and drive-time values, update CRM fields, match records by proximity, and write results back into your CRM. The net effect is smarter assignments, cleaner data, and faster decisions, with every update tied to a clear, auditable workflow rule instead of ad-hoc lookups or manual edits.