Optimized routing, location tracking & field efficiency features

Build optimal routes. View team’s current & historic locations. Check into waypoints. Plan regular routes.

Mapsly offers several powerful features aimed at increasing the efficiency of your sales and services teams in the field and the number of locations they visit per day: optimized routing with centralized route management and configurable check-in/check-out, user location tracking with daily reporting and regular visit planning.

Optimized routing with waypoint sequencing, centralized route management

Use Mapsly’s web and mobile apps to build optimal routes via multiple locations with live traffic data taken into account. Add record from any objects, including custom ones, using the route-lasso tool, as well as custom locations by an address or GPS coordinates.

Mapsly can automatically re-order your waypoints (“waypoint sequencing”) to minimize your driving time.

Save your default starting and finishing locations as well as frequently visited places and select them in 1-2 clicks.

Set a custom departure date/time to account for forecast traffic based on history data.

Choose your travel mode: driving by car, driving by truck, cycling or walking. In case driving by truck, configure various truck parameters, like dimensions, number of trailers, and many more.

Save your routes and load the later, on the same or another device.

Create routes for your team. View all routes created by all users across your Mapsly organization.

Parameter-driven large & multi-day routes for teams

With the update coming in the August 2022 Release, we’re introducing Advanced routing that will allow you to:

  • plan extra-large routes (up to 500 waypoints),

  • create one-off multi-day routes based on users’ working schedules (similar to regular visit planning but without creating multiple visits),

  • plan routes for multiple users (entire team) as once, with the locations being distributed in the most efficient way between participating users based on their working schedule and preferred start/end locations (similar to how it’s implemented in the regular visit planning but without creating multiple visits),

  • account for various job constraints controlled from your CRM, like job type (service, pickup, delivery, or pickup and delivery in one route), priority, availability windows, required truck capacity, required “skills”, stop duration, allowed and disallowed drivers, and many more.
  • account for vehicle parameters like capacity, “skills”, start/end locations, break, working schedule, and many more.

Advanced routing is aimed at solving more complex routing problems and addressing the needs of companies with highly customized field processes, like those having in-house courier or delivery services.

Configurable check-in/check-out

Check into your route stops: add notes, create tasks, gather various data using custom forms and save it to the record that you’re checking into, or create a new “Check-in” record – in our CRM or in Mapsly.

Use the user’s current location to automatically calculate the distance from the user to the route waypoint’s location and save it to your CRM. If necessary, prevent users from checking into locations if they’re too far away from it, or simply mark such check-ins as Unverified.

Optionally, enable checking out of your route stops: save additional check-out data to the record you’re checking out of, or create a new “Check-out” record.

Sync check-in/check-out data immediately to your CRM, or – if your CRM doesn’t support custom objects or custom fields in some of its standard objects – save it in Mapsly with a reference to your CRM records.

Check-in and check-out processes are simply examples of automation configured with the Mapsly automation suite that can be executed by buttons placed into the context of a route waypoint, and can be flexibly configured (without writing code) to perform any sequence of actions like creating or updated CRM records, calling out external APIs and using their responses down the process flow, sending out SMS or emails. Similarly, you can configure any other processes and make them available for route waypoints of particular objects.

Implementation of automation including check-in/check-out and any other custom processes is included in your Mapsly subscription – contact us via chat or schedule a call with our solution engineer to discuss your vision and use scenarios – and we’ll implement it in Mapsly, so you can focus on your business.

Location tracking with Mapsly mobile app & daily reporting

Using the Mapsly mobile app your traveling users can track their location, and Mapsly users with appropriate permissions can view their current position and the history of their movements.

Tracking can be automatically activated and deactivated by schedule, and continues to work even after the Mapsly mobile app is unloaded from memory (swiped up in the list of aps) or the phone/tablet is rebooted.

Location tracking is thoughtfully designed to preserve battery. In particular, it uses the phone’s accelerometer to determine when the user stops – to pause tracking and data transmission until the user resumes moving.

Location tracking does not require internet connection to work – while offline, the mobile app collects location data and transmits it to the Mapsly server once the mobile device is back online.

Once a day, for each tracked device Mapsly summarizes the total traveled distanced and time and the report is available for your analysis.

Regular visit planning

If your team regularly visits your points of sale, clients, vendors, or any locations represented by a CRM object, Mapsly can help you plan regular visits with the desired frequency and duration, while minimizing the cumulative driving time thus maximizing the team’s efficiency and capacity. The result is the set of daily routes per user.

The frequency and duration of visits can be specified down to a particular location – by mapping the CRM fields that keep this data. You can also indicate a condition that records must meet to be included into the planning.

As new locations are added or existing ones are removed, routes can be re-planned – Mapsly will use the check-in events to determine when locations (records) were visited last time to plan the next visit for each of them. During re-planning previously planned routes are removed and re-created to account for the up-to-date set of locations and their properties.

Mapsly supports two modes of planning:

  • Individual mode: For a particular user Mapsly will plan visits to the records assigned to the user and all produced routes will be assigned to this user. Planning and subsequent re-planning can be performed by any user at any time.

  • Team mode: Visits are planned in a centralized way by a responsible user (“dispatcher”) for all participating traveling users a once. In this mode visits are distributed between team members to maximize the efficiency of the whole team.

Offline capabilities of Mapsly mobile app

In the Winter 2022 Release, Mapsly mobile app will receive more offline capabilities, so even without the active internet connection you will be able to:

  • create new and update existing records,
  • check in to and out of your route stops, as well as use custom buttons and forms (with certain limitations),
  • view the map within several miles around your location,
  • view CRM records around your “Home” location within the adjustable radius (for example, 100 miles).

While offline:

  • new and updated data and files are cached on your mobile device — and synced with the Mapsly server when you’re back online;
  • automation scenarios initiated with buttons/forms are queued with its input data — and are executed on the server when the connection restores.