Route planning
Route planning for service days
Plan saved routes from client locations, open directions, and keep the operator focused on the next stop.
- Client location pins
- Saved route days
- Mobile-friendly start flow
- Google Maps handoff

A cleaner operating path
Move from first action to follow-up without rebuilding the record.
The page follows the same rhythm as the product: begin with context, do the work, and leave the record ready for what comes next.
Field workflow
Routes that behave like a field tool
Routes should use the captured client location first, then the address fallback. The operator sees the client name and the address as supporting context.
- Start route without hunting
- Open next stop
- Use client coordinates
- Share route summary
The field day connects
The route board leads into the invoice instead of ending at navigation.
Each stop keeps the customer, address, details, map state, and invoice action within reach, so the route can end in a complete record.
For field operators with multiple stops per day
What stays close
The useful details remain part of the record.
- Client location pins
- Saved route days
- Mobile-friendly start flow
- Google Maps handoff
Questions about this feature
Direct answers before you add this workflow to the day.
Which plans include routes?
Route planning is available on Pro and PyME workspaces.
Route planning
Ready to bring this workflow into one place?
Open a workspace and keep this feature connected to the rest of the service day.