First video guide
Field service visits work best when techs see exactly what to do—and you capture exactly what happened on every on-site visit. These screenshots show a lightweight, end-to-end mobile check-in/check-out flow that keeps instructions, usage, notes, and proof of service tied to each field visit.
Geofencing and live-triggered CRM workflows in Mapsly
Field operations move in real time—and so can your CRM. With Mapsly geofencing, entering a defined radius can trigger automated CRM workflows, capture timestamps and ETAs, and keep managers up to speed as technicians move through the day. Dispatch sees live location, status, and commitments on one map, while updates write back to CRM records for clear accountability without extra apps or manual check-ins.
How Fox Factory Standardized Sales Visits, Cut Territory Planning Time by 80%, and Doubled Field Data Collection with Mapsly
By adopting Mapsly’s forms, automation, and territory management tools, Fox Factory transformed their outside sales operations—saving 96 hours in planning, standardizing field processes, and capturing 100% more actionable sales data, all while gaining full visibility into daily team activities.
How Tekmetric Empowers Its Field Sales Team With Mapsly
Learn how Tekmetric uses Mapsly’s route optimization, prospecting, and data cleansing tools to grow in-person sales outreach and better serve automotive repair shops.