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Field Team Productivity

Regular Visit Planner

Plan recurring visits for individual reps or entire teams based on visit frequency, visit duration, working schedules, and other planning rules—with routes optimized using real-time and historical traffic data.

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Map of the Stuttgart region with four optimized routes planned for two reps over two days, numbered stops and start locations, and a summary card: 18 planned visits, visit frequency from a CRM field, and meetings created in the CRM

Plan Recurring Visits Efficiently

Automatically plan repeating visits to records of any object in Mapsly for one user or a team, with support for days and weeks ahead. The planner can be run manually by a button or automatically on a schedule.

  • Plan Visits by Frequency

    Set how often each location should be visited using default rules or record-level settings from your CRM.

  • Respect Work Schedules Automatically

    Visits are planned within business hours and each rep’s working schedule, including default start and finish locations.

  • Optimize Routes for the Whole Team

    Use advanced routing algorithms plus real-time and historical traffic data to reduce drive time and improve field efficiency.

  • Run Planning Manually or on Schedule

    Launch the planner with a button, workflow, or schedule—including automatic nightly replanning for the team.

Turn Plans into Action

Regular Visit Planner can create daily routes, create CRM records for planned visits, and support ongoing replanning as conditions change.

Regular Visit Planner settings: visit frequency from default rules or a CRM field, visit duration, planning four weeks ahead, reps’ working schedules, traffic-aware routing, and options to create routes and CRM meetings and to replan nightly

  • Create Routes Automatically

    Generate daily routes for planned visits and assign them directly to Mapsly users.

  • Create Meetings or Events in Your CRM

    For every planned visit, Mapsly can create a CRM record, such as a meeting or event, with the assigned owner and the visit’s start and end time.

  • Replan without Losing Control

    During replanning, Mapsly can remove unvisited future visits and rebuild the remaining plan while preserving the next few days ahead using offset settings.

  • Control Planning from CRM Data

    Visit frequency, duration, ownership, required skills, and other routing parameters can be driven by CRM fields.

Go Deeper

Customer story

How FELFEL Cuts Planning Time from a Week to a Day—and Doubles Field Efficiency with Mapsly

By eliminating manual route planning, tool-hopping, and error-prone communications, FELFEL streamlined nationwide fridge maintenance, emergency responses, and field coordination—freeing up time for logistics and improving service at scale.

Read the story

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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