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.
What it automates
Distance & ETA on tap: Compute straight-line distance, driving distance, or ETA between any two CRM records (customer ↔ technician, depot ↔ site) and write the values into CRM fields automatically.
These proximity metrics become operational signals: dispatch can sort nearest-first, SLAs can reference drive time instead of guesswork, and dashboards gain reliable distance and ETA data that holds up across territories and seasons.
Nearest-match assignments: Find the closest technician to a customer—filter by skills, territory, or any other CRM field—then assign the technician back to the work order in the CRM.
By combining eligibility rules with proximity, technician assignments land with the right person the first time, reducing deadhead and rework while keeping ownership aligned to territories and required skills your team already uses.
Smart field updates: Auto-update Owner/Assignee and Stage when distance or drive-time criteria are met.
When thresholds trigger—too far, within range, urgent nearby—the workflow advances records, flags exceptions, or hands off to the next team, creating a consistent rhythm from intake to completion without spreadsheets in the middle.
Impact at a glance
⏱️ Hours of time saved by avoiding manual distance checks and updates
📉 −20–35% drive time per job from proximity-based assignments
✅ Fewer errors via consistent, automated CRM field updates
Bringing distance, eligibility, and CRM write-back into one automated loop turns proximity into a dependable advantage—faster dispatch, cleaner records, and a smoother customer experience end to end.
Ready to explore it? Schedule a quick session with our solution engineer.
