View Customers on a Map

Get an overview of visits you need to make by viewing all the customers in the day plan on a map.

  1. Tap Day planner on the home screen.
    create day plan 1
  2. Tap a day with a plan.
    edit day plan 1
  3. Tap on the day plan in which you want to view customer details under the Day Plan Details section.
    edit day plan 2
  4. Tap Filter option.
    view customers on map 1
  5. Tap Show all option.
    view customers on map 2
  6. Optional: Tap a marker baseline place black 48dp to display the customer name as a tooltip above the marker.
    view customers on map 3
    Tapping a marker also shows two additional icons in the bottom right corner, which allow you to get the driving directions to the customer's location and view the customer's location in Google Maps.
  7. Optional: Tap Driving Directions baseline directions black 48dp to get the driving directions to the customer last tapped on.
    view customers on map 4
  8. Optional: Tap Google Maps icon in the bottom right corner to open customer last tapped on in Google Maps.
    view customers on map 6
  9. Optional: Tap My Location baseline my location black 48dp to center the map to your location.
    view customers on map 5
    A blue dot shows where you are.