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Field Team Productivity

Check-In and Check-Out with Geofencing

Location-verified check-in and check-out with adaptive forms for real-time data collection in your CRM.

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With the Mapsly mobile app, your field team can check in to and out of their visits with location verification and log data gathered during visits, including notes, photos, and e-signatures, with real-time validation and immediate sync to your CRM, Google Sheets, or other data sources.

Mapsly can be configured to log a check-in event when your user clicks a Check In button, when they submit a check-in form, or entirely automatically when they arrive at a location with location tracking enabled. A check-out event, or any custom events, can be logged in a similar way.

Apart from gathering data about visits, logging check-in and check-out events also enables detailed field performance analytics.

Gather Data, Photos, and E-Signatures with Mapsly’s Adaptive Forms

Use Mapsly’s forms to help your field sales and service team gather the right data during their visits, with real-time validation and immediate sync to your CRM. Part of the Mapsly automation suite, forms are entirely customizable in minutes and can show or hide fields depending on data being entered by the user as well as the location’s and user’s properties.

Apart from saving data to Mapsly and your CRM, forms can be configured to execute other actions like sending emails or texts, calling external APIs, finding CRM records by a condition, and many more. Actions can also be executed in response to a change in a form field while the form is open, enabling real-time adjustment of the form’s content and data exchange with your CRM or other external systems.

Learn more about visit scripting with adaptive forms

Verify Your Team’s Location During Check-Ins

You may opt to allow your users to check in to a location only when they are within a certain distance from it, or regardless of the distance but mark the check-in event as unverified if the user is too far away from it. Either way, the actual distance between the user and the target location can be saved to the check-in event record.

Such location verification can be configured for any process in Mapsly, not just for check-ins.

Learn more about location tracking

Choose How Check-In & Check-Out Events Are Logged

Check-in and check-out processes are configured using Mapsly’s automation platform and can be customized in minutes. You can add custom events and processes that may include custom buttons, adaptive forms, or automatic geofence-triggered workflows that can differ based on the location’s and user’s properties and CRM fields.

Out of the box, Mapsly comes with preconfigured check-in and check-out processes that log these events to Mapsly’s Route activity, enabling detailed field performance analytics—this works with any data source, including CRMs, Zapier- and API-based sources, and spreadsheets. Additionally, you can immediately log these events directly to your data source as new records in any object (including a custom one) or as updates of existing records and, if necessary, add any other actions like sending email or text alerts or calling external APIs. Some CRMs, like HubSpot, also offer unique ways of logging events.

Photos taken by Mapsly’s mobile app and uploaded documents can be saved to your CRM as attachments.

Logging Check-In & Check-Out Events in HubSpot

In addition to the universally available check-in and check-out logging options mentioned above, HubSpot also allows you to log these events as timeline events. Here’s the detailed comparison of all options available for HubSpot:

  • Custom Object (HubSpot Enterprise Plan Only)

    Can be read-only: yes. Can be hidden: yes. Available in lists, workflows, and reporting.

  • Timeline Events: “Check-in” and “Check-out”

    Always read-only and always visible. Available in lists and workflows; not available in reporting.

  • Description in a New or Existing Meeting

    Always editable and always visible. Not available in lists, workflows, or reporting.

  • Mapsly’s System Check-In Object

    Can be read-only: yes. Can be hidden: yes. Not available in lists, workflows, or reporting.

  • Custom Properties Directly on the Contact, Company, or Deal

    Can be read-only: yes. Can be hidden: yes. Available in lists, workflows, and reporting.

Go Deeper

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