M A P S L Y

Optimized Routing & Field Efficiency

Visit more locations in less time. Collect more higher-quality data during visits. Analyze your team’s field performance.
Leverage Mapsly’s routing, automation, integration, and AI capabilities to help your outside sales and service team’s reach its maximum potential: plan optimal routes for individual users or entire team’s, gather precisely the data you need during visits with real-time validation and sync to your CRM, view your team’s real-time location and detailed field performance analytical dashboards.

Boost your field team's performance with advanced digital tools

Optimized multi-day team routing

Plan optimal routes based on live and historical traffic for days, weeks, and months ahead through up to 2,000 locations and 30 users at a time. Mapsly accounts for a wide range of users’ and locations’ parameters like working schedules, open hours, required skills and equipment, and many more, as well as configurable optimization objectives.

Add locations to your routes on the go

Add more points to your current route in one swipe, and Masply will reorder unvisited route activities based on your current location to keep your route optimized.

Adaptive check-in forms with geofencing

Guide your field sales and service teams through the visit process with adaptive forms pre-configured to gather the data you need based on the visit objective, with immediate location and data validation, as well as real-time data sync to your CRM or spreadsheet. Add your custom buttons and forms in minutes. Forms support photo/video capture, on-screen e-signature, and bar/QA code recognition.

Learn more about configurable check-in with geofencing >

Learn more about visit scripting >

Calendar with integrated route optimization

When planning new visits, Maply will help you avoid scheduling conflicts by accounting for calendar events from your CRM, Outlook, and Google Calendars and using their location to optimize your route. You can also export new route activities to your calendar, and see travel time between meetings in a calendar view.

Learn more about Travel-Aware Calendar >

Real-time location tracking with detailed reporting

See your field team’s real-time location on the map. View their location history, ‘traveled time/distance’ daily reports, and ‘planned vs fact’ analysis. Enable automatic location-based check-in.

Configurable field performance analytics

View your team’s field performance metrics and time analysis in analytics dashboards that come out of the box with Mapsly Analytics and are fully adjustable to meet your particular needs. Mapsly Analytics is also pre-loaded with your up-to-date CRM data.

Learn more about Mapsly Analytics >

More routing features

Various user/vehicle parameters

Configure your users’ default working schedules, including start/finish locations and break hours, and customize them for any period. Assign skills/equipment. Set min/max jobs and max driving time per day.

Various visit parameters

Set custom visit duration, required skills or equipment, open hours, priority, capacity, max time in vehicle, and job type right in your CRM and other data sources — and Mapsly will use them automatically.

Set optimization objectives

Choose between several optimization objectives, including minimization of travel time, balancing visits between users, and more.

Plan "around" calendar events
Connect your CRM, Outlook, or Google calendar, and Mapsly will plan new visits without scheduling conflicts with existing meetings and with meetings’ locations taken into account to minimize driving time.
Re-optimize calendar events
Include calendar events as route jobs to reshuffle them in the most optimal order to minimize drive time and, optionally, re-assign them to another user to decrease the team’s total driving time.
Export routes to calendars
Create calendar events based on your route activities. Export one route or multiple routes at a time. Mapsly automatically “rounds” events’ start time (e.g., 10:23 → 10:30).
Long-haul routing
Plan multi-day routes with night stops along the way. Set custom rules for splitting long jobs into multiple days. Choose whether nights should be planned at jobs’ locations or along the way between jobs.
Plan regular visits
Plan repeated visits to locations based on custom visit frequency and priority that can be specified for each location in your CRM.
Mobile app with offline mode
Mapsly comes with an iOS/Android mobile app for phones and tablets, which supports offline CRM data and maps, photo/video capture, bar/QA code recognition, on-screen e-signature, and offline navigation.
Pickups and deliveries

Choose between 4 job types: service, pickup, delivery, or pickup+delivery in one route. For pickups and deliveries, Mapsly will match a job’s capacity against your vehicles’ available capacities.

Late arrival alerts
View the forecast arrival time and how early or late you will arrive at each location based on the current traffic as you progress through your route. Choose between multiple prediction modes.
Re-plan missed visits
Configure Mapsly to enable manual or entirely automatic replanning of skipped visits.
Truck routing
Mapsly can plan routes for cars or various types of trucks, avoiding roads that don’t permit or support your types of trucks.
Multiple object types
Plan visits to multiple CRM object types (e.g., Contacts, Accounts, and a custom CRM object) in one route. Optionally, add custom locations by their addresses or coordinates.
Multi-dimensional capacity
Route jobs’ and vehicles’ capacity may have multiple dimensions at the same time, like weight, volume, or item count.
Programmatic routing
Mapsly can plan optimal routes and replan skilled visits entirely automatically, based on your desired rules and schedule. Our solution engineers will implement your desired planning process within hours.
Custom job statuses
Define custom job statuses and how they are shown in Mapsly’s user interface, and add workflows triggered by those statuses to implement your custom processes.
Custom buttons and forms
Add more buttons (e.g., Check Out) and forms (e.g., to select a custom status where a visit is completed or to implement different visit scripts for different location types) with your custom business logic.
Analyze data with AI

Analyze user data gathered during visits, or any other data from your CRM and other data sources, with OpenAI’s latest ChatGPT models based on your custom prompts. Learn more >

CRM-controlled routing
All individual job and user/vehicle parameters in Mapsly are mapped by selecting CRM fields and are retrieved from your CRM during planning so you can control them directly from your CRM.
Save routes to CRM
The route planning results, including route structure and visits, are accessible programmatically and can be automatically saved to your CRM or another data source. Talk to us about your custom requirements.
Pre-loaded routes
Mapsly can be configured to pre-load today’s routes for users just before their working day starts. Routes can also be loaded into users’ Mapsly mobile app programmatically based on desired business rules.
Granular routing permissions
Allow or disallow certain actions for your users, e.g., whether they can edit a route and, if so, whether they can only add or also remove locations.
Allowed/disallowed users
Optionally, specify if a visit can only be assigned to certain users or, on the contrary, cannot be assigned to certain users. This can be indicated on a per-job basis in mapped CRM fields.
soon Integrated offline navigation
Navigate through locations in your route without leaving Mapsly, with custom buttons integrated into the navigation screen for higher efficiency.
soon 'Out for delivery' web-app
Text/email your recipient an link with an Uber-style interactive map with your courier’s location, estimated time of arrival, order details, and custom buttons. Entirely customizable.
soon Chat with clients & employees
Your team can chat with each other without leaving Mapsly, in the context of clients, orders, or custom objects, and with external customers.

Travel-aware calendar

With Mapsly’s Routing-Powered Calendar, you can view your team’s calendar events as routes on the map, see traveling time between meetings and can optimally plan new meetings with auto-sequencing and “around” your existing fixed-time meetings right on your calendar timeline, or by exporting your routes to the calendar. 

Mapsly’s Calendar is integrated with your CRM’s calendar, Google Calendar and MS Outlook Calendar. 

Long-haul routing with night stops along the route

Configurable night stops
Choose if night stops should be planned (A) at a job’s location or (B) along the route between jobs.
Configurable breaks
Choose if breaks must be planned (A) within a certain time window or (B) based on the specified maximal continuous driving time.
Flexible overtime

Mapsly can extend a working shift to ensure a job is completed on the same day if it only exceeds the normal working hours by a certain margin.

Automatic job splitting
Mapsly can split long jobs into several days while ensuring that the resulting individual parts are not too small.

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 repeated visits with the desired frequency, while minimizing the cumulative driving time and maximizing the team’s capacity. 

The desired number of days between visits to a location can be specified for each location by mapping the CRM field that stores this data, similar to mapping of other job paramters like duration, open hours, required skills and capacity, and others. 

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 target locations and their properties.

You can plan repeated visits using Mapsly’s Route panel, or Mapsly can plan them entirely automatically following a pre-configured process.

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 apps) 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 an 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 distance and time and the report is available for your analysis.

Offline Mode in Mapsly Mobile App

On Mapsly’s Pro and Enterprise Plans, users may continue to use Mapsly’s mobile app even without an active internet connection. The following functions are available when offline:

  • viewing CRM and spreadsheet data,
  • viewing the map (within regions previously downloaded for use when offline),
  • creating new and updating existing CRM records,
  • checking in to and out of your visits (certain limitations to forms will apply),
  • using custom buttons and forms (with certain limitations).

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 their input data — and are executed on the server when the connection restores.
 

soon Give Your Recipients an Interactive Out For Delivery Map

Text your recipients a link with an interactive map  showing your courier’s location on the map, a route line to the recipient’s location, estimated time of arrival — all updating in real time — as well as their delivery order details and actions buttons to reschedule delivery, leave feedback, etc.

Built with Mapsly’s app builder (part of Mapsly Automation Platform), this customer-facing app is entirely customizable and can be upgraded to a fully-featured customer portal, within days and without the need for any custom IT development.

 

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