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Routing & field teams

Optimized Routing & Field Efficiency

Visit more locations in less time, collect better data during visits, and analyze your team’s field performance. Plan routes for one rep or the whole team, validate visit data in real time, and see where everyone is.

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Multi-user, multi-day routing is included in the Pro and Enterprise plans. See pricing

Mapsly route panel with optimized multi-day routes for several reps around the San Francisco Bay Area

Core capabilities

Boost Your Field Team’s Performance

Optimized Multi-Day Team Routing

Plan optimal routes 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 working schedules, open hours, required skills and equipment, and your optimization objectives.

2,000 stops × 30 users in one planning run.

Optimized routes for several reps on the Mapsly map

Add Stops on the Go

Add more points to the current route with one swipe, and Mapsly reorders the unvisited stops from your current location to keep the route optimized.

Watch the mobile routing demo
Mapsly mobile app showing today’s route on a phone

Adaptive Check-In Forms with Geofencing

Guide reps through each visit with adaptive forms set up for the visit objective, with instant location and data validation and real-time sync to your CRM or spreadsheet. Forms support photo and video capture, on-screen e-signature, and barcode / QR recognition.

Configurable check-in Visit scripting
Mapsly adaptive check-in form on a phone

Calendar with Built-In Route Optimization

Mapsly avoids scheduling conflicts by reading events from your CRM, Microsoft Outlook, and Google calendars and using their locations to optimize the route. Export new route activities to your calendar and see travel time between meetings.

Travel-aware calendar
Travel-aware calendar next to the route on the map

Location Tracking & Field Performance Analytics

See your field team’s live location and history, daily traveled time and distance, and planned-versus-actual analysis. Field performance dashboards come ready-made in Mapsly Analytics, preloaded with your CRM data and fully adjustable.

  • Tracking starts and stops on a schedule and survives app close and phone restarts
  • The accelerometer pauses tracking while the rep is stopped, saving battery
  • Works offline and uploads when the device is back online
Location tracking Mapsly Analytics
Field performance dashboard with visits and travel time per rep
Private beta

Mapsly AI in the Field

Your reps talk to the CRM hands-free, capture visits by voice, get briefs before every meeting, and let the agent re-plan the route when plans change.

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  • AI voice modeAll plans
  • Talk to your CRMAll plans
  • Capture voice notesAll plans
  • Draft emails and textsAll plans
  • Pre-meeting briefsAll plans
  • Act by voice or textPro & Enterprise
  • Agentic routingPro & Enterprise
  • AI sales coachingPro & Enterprise

Everything else

More Routing Features

  • User & vehicle parameters

    Working schedules with start and finish locations and breaks, customizable for any period. Skills, equipment, min/max jobs, and max driving time per day.

  • Visit parameters

    Visit duration, required skills or equipment, open hours, priority, capacity, max time in vehicle, and job type, set right in your CRM.

  • Optimization objectives

    Minimize travel time, balance visits between users, and more.

  • Plan around calendar events

    Mapsly plans new visits without conflicts with existing CRM, Microsoft Outlook, or Google Calendar meetings, using their locations to cut driving time.

  • Re-optimize calendar events

    Include calendar events as route jobs to reorder them and, optionally, reassign them to reduce the team’s total driving time.

  • Export routes to calendars

    Create calendar events from one or many routes at a time, with start times rounded (10:23 becomes 10:30).

  • Regular visits

    Plan repeat visits by the visit frequency and priority set for each location in your CRM.

  • Mobile app with offline mode

    iOS and Android apps for phones and tablets with offline CRM data and maps, photo and video capture, barcode / QR recognition, e-signature, and offline navigation.

  • Pickups and deliveries

    Service, pickup, delivery, or pickup plus delivery in one route, matched against your vehicles’ available capacity.

  • Late arrival alerts

    See forecast arrival times and how early or late you will be at each stop based on current traffic.

  • Re-plan missed visits

    Re-plan skipped visits manually or fully automatically.

  • Truck routing

    Routes for cars or trucks that avoid roads your truck types can’t use.

  • Multiple object types

    Visit Contacts, Accounts, and custom objects in one route, plus custom locations by address or coordinates.

  • Multi-dimensional capacity

    Capacity in several dimensions at once, like weight, volume, and item count.

  • Programmatic routing

    Plan and re-plan routes automatically on your rules and schedule. Our solution engineers set up your process within hours.

  • Custom job statuses

    Define job statuses, how they look, and the workflows they trigger.

  • Custom buttons and forms

    Add buttons like Check Out and forms for different visit scripts per location type, with your own business logic.

  • Analyze data with AI

    Analyze visit data and any CRM data with the latest AI models using your own prompts.

  • CRM-controlled routing

    Every job and user parameter maps to a CRM field and is read at planning time, so you control routing from your CRM.

  • Save routes to your CRM

    Route results, including structure and visits, are available programmatically and can be saved to your CRM automatically.

  • Pre-loaded routes

    Load today’s routes into reps’ mobile apps before their day starts, on a schedule or by business rules.

  • Granular routing permissions

    Control whether users can edit a route and whether they can only add or also remove stops.

  • Allowed and disallowed users

    Per job, limit a visit to certain users or exclude certain users, using mapped CRM fields.

  • Integrated offline navigationSoon

    Navigate between stops without leaving Mapsly, with your custom buttons on the navigation screen.

  • “Out for delivery” web appSoon

    Text or email recipients a link to a live map with the courier’s location, ETA, order details, and custom buttons.

  • Chat with clients & employeesSoon

    Chat in the context of clients, orders, or custom objects, with your team and with external customers.

Long-haul routing

Multi-Day Routes with Night Stops

  • Configurable night stops

    Plan nights at a job’s location or along the route between jobs.

  • Configurable breaks

    Plan breaks within set open hours or by maximum continuous driving time.

  • Flexible overtime

    Extend a shift to finish a job the same day when it only slightly exceeds normal hours.

  • Automatic job splitting

    Split long jobs across several days without leaving parts that are too small.

Long-haul routes with night stops on the Mapsly map

Regular Visit Planning

Plan repeat visits to points of sale, clients, or vendors at the frequency set per location in a CRM field, while minimizing total driving time. When locations change, re-plan in one step: Mapsly uses check-in history to know when each location was last visited, and can run the whole process on a schedule.

Tekmetric sales rep in an auto repair shop

Customer story

How Tekmetric Empowers Its Field Sales Team with Mapsly

See how Tekmetric’s field sales team plans routes, captures visit data, and keeps its CRM current from the road.

Read the story

Unlock 3X Productivity for Your Team:
Get Your Complete Field Team Playbook

Strategies from high-performing field teams to save hours, capture perfect data, and deliver more visits every day.

Cover of the guide Triple Your Field Team's Productivity

Ready to Get Started?

Start a free 14-day trial of the full platform, or let a solution engineer build a proof of concept for your team.

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