Operational guide

Plan service routes from the same client list

Turn saved clients into a route day you can review, share, and open in maps.

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Best for: Field teams
Starts with: Clients
Output: Directions

RoutesProduct preview shown with example data.

Reviewed July 10, 20264 minute read

Step 1 · Client-first

Use the client book as the route source

Start from a saved client, not a new text thread. The name, address, phone, notes, and invoice history stay together.

Client name
Location
Phone
Recent invoices

Step 2 · Review

Check the route before opening maps

Before leaving, check unmapped stops, duplicate addresses, and missing phone numbers.

Mapped stops
Need location
Ready clients
Directions

Guide summary

What to keep visible

Use these signs as a short review before changing the process.

Saved clients
Mapped stops
Open in Google Maps
Route history

FacturaOS

Continue in the product

See the FacturaOS tools that support this work without rebuilding the same record in separate files.

Route planning

Route planning for service days

Plan routes from saved client locations, open directions, and keep the team focused on the next stop.

Explore featureClient management

Client records built for service businesses

Keep client contact details, service addresses, notes, invoice history, photos, and route details in one place.

Explore feature

FAQ

One useful check before you start

A direct answer to the question owners ask most about this process.

Should route planning replace Google Maps?

No. FacturaOS organizes the route from client records, then hands off directions to Google Maps when the team is ready.

FacturaOS

Make the next operating step easier to see.

Put the guide into practice with clients, invoices, routes, suppliers, and reports in one place.

Try free for 30 days

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