Guide · Customers
Your customers, in order and on the map
A customer is a business you sell to. Save its name, its contact, and its map address, and assign it to a route to group it with the customers you visit on the same trip.
What each customer holds
Just enough to sell well: who you talk to and where the business is.
Name and contact
The business name and who to ask for on arrival. Every visit starts with the right detail in hand.
Address on the map
You pick the address right on the map with Google Places. It's saved with its exact location, not just as text.
How to add a customer
Four steps and it's ready for your next route.
- 1
Open Customers and tap New customer.
- 2
Type the business name and its contact.
- 3
Search for the address on the map and confirm it.
- 4
Assign it to a route and save.
Customers grouped by route
A customer can belong to one or several routes at the same time.
During the journey, the app orders the route's customers by how close they are to the seller's location, with the ones you still need to visit listed first.
Who can edit customers
It depends on each person's role on your team.
Admins and supervisors manage customers fully. A seller can create or edit a customer only from the sales flow, when picking a nearby customer during a journey.
Start with your customers today
Add your book of business, put it on the map, and organize it by route.
Create free account