Route Planner &
Field Operations
Appointment booking, scheduling, customer management, territory optimization. Everything your field team needs to stay organized and on the road.
Your reps spend too much time planning and not enough time selling. This platform handles the logistics so they can focus on customers.
Book it. Schedule it.
Never miss a visit.
Full calendar management for your field team. Schedule customer visits, set reminders, and make sure every rep knows exactly where they need to be.
Appointment Booking
Schedule customer visits with date, time, and purpose. Set automatic reminders so nothing falls through the cracks.
Calendar Views
Daily, weekly, and monthly views. See your whole team's schedule at a glance. Drag and drop to reschedule.
Rep Availability
Track who is available, who is booked, and who has capacity for more visits. Balance workloads across the team.
Task Management
Assign field tasks, track completion in real time, and get mobile updates from reps on the road.
Smarter routes.
More stops. Less fuel.
Build optimized routes on a map. Cut driving time, hit more customers, and keep your delivery and service teams running efficiently.
Sales Route Planner
Map-based route building with driving time optimization. Plan the best path through your customer stops.
Field Order Routes
Separate route management for delivery and service teams. Different priorities, same powerful planning.
Customer Management
ABC classification, visit history, and contact details all tied to your route planning workflow.
GPS Tracking
Real-time rep location on the map. See who is on route, who is at a stop, and who is falling behind.
Everything your field team needs.
Eight modules working together. Plan routes, manage customers, track reps, and optimize territories from one platform.
Appointment Booking
Schedule visits, set reminders, and manage customer appointments
Calendar & Scheduling
Daily, weekly, monthly views with rep availability tracking
Customer Management
ABC classification, visit history, contact details, and notes
Sales Route Planner
Map-based route building with driving time optimization
Field Order Routes
Delivery and service route management for field operations
Territory Optimization
Coverage analytics, visit frequency rules, and gap detection
Task Management
Field tasks, completion tracking, and mobile updates
GPS Tracking
Real-time rep location, route compliance, and activity logs
Why field teams switch to
Route Planner.
Built for the field.
Not a desktop tool forced onto mobile. Every screen works on a phone, in a truck, with one hand. Your reps will actually use it.
Territory intelligence.
See which areas are over-serviced and which are neglected. Set visit frequency rules and let the system flag gaps automatically.
Works with your CRM.
Pull customer data from your existing CRM or ERP. No double entry. Routes and visits sync back to your customer records.
Real-time visibility.
Know where every rep is, what they have completed, and what is still on their schedule. Managers get a live dashboard, not end-of-day reports.
See it in action.
Book a 30-minute demo. We will walk you through route planning, territory management, and GPS tracking so you can see how it fits your operation.