REP / Routes and visits
Find nearby customers and open directions
Use My Routes, Nearby, Map View, Call and Navigate to reach customers with saved locations.
Use My Routes or the Routes tab to find customers on routes available to you.
Find a nearby customer
- Select Route.
- Choose Nearby and allow device location access.
- Turn on location services if prompted, then refresh.
- Use Search customer to narrow results by name or mobile number.
- Open the customer or select Call or Navigate when the details are available.
Navigate opens an external directions app. Call opens the device’s calling facility; it does not record a sale or visit.
Screenshot coming soon
Use the map
Select Map View when mapped customers are available. Only customers with saved coordinates can appear as map markers. The map may include mapped customers from the loaded route beyond the text-filtered list, so check the selected customer’s name.
If location is denied, enable it in device settings and try again. A customer without coordinates needs their outlet location captured; guessing an address does not create a map location.
