Driving Routes

Follow

 

Need to know the distances between each of your appointments? Or, do you need to create a route for your day? Well, SPOTIO has a mobile app feature that can assist with that! The Driving Routes feature helps you to plan your day and be productive - not busy.  

 

What’s Covered in this Article:

 

Why are Driving Routes Beneficial?

Simply stated; this feature is all about time management. SPOTIO wants you to be great! - and that starts with organizing and completing your assigned route. To assist with this we’ve designed a feature that will optimize a driving route for you based on your appointment time and location.

 

This will set a pace for your day and provide you with an itinerary that you can update as each appointment is completed.

 

How To Use the Driving Routes by Map (Lasso Tool):

Please be aware that this feature is only available on the Mobile App and the GPS must be enabled in order for it to function properly. 

Step 1:

  • First Log into the Mobile App and click Next when your name appears.
  • If prompted to enable GPS feature or give app permission to Location, please do so now, to ensure this feature will run as desired.

 Step 2:

  • Go to the Map by clicking the Screen_Shot_2019-11-13_at_3.49.51_PM.png icon
  • Select the Screen_Shot_2019-11-13_at_3.50.43_PM.png icon in the bottom left-hand corner, you will see the text "Click on the map to select an area"

mceclip0.png

 

 Step 3:

  • Draw your selection by tapping to make anchor points around the leads you would like to route. 
    • You can route up to 25 leads per selection
  • To complete your selection, connect the first anchor to your last one, the result will be the route highlighted in purple
  • Click "Add to Route" and the routing screen will load

IMG_3883.PNG

Step 4:

  • Once the route has loaded, you can select the mapping button to open your device's routing tool (Google Maps, Apple Maps, Waze, or HERE)

IMG_3884.PNG

Step 5:

  • Toggle back to SPOTIO and select the lead you have arrived at, this will bring you into the Lead Details screen
  • Click "Log Visit" and complete the visit

Screen_Shot_2019-11-15_at_10.05.45_AM.png

IMG_3884__1_.PNG  IMG_3886.PNG

Step 6:

  • Continue to route to your various destinations and log your visits! As you log visits, the route will tell you "# of" the number of leads you are visiting.
  • You can also hide the route if you need a wider map view by clicking the list on the left of the route tracking bar.

Let's See it in Action!

Lasso_Tool_Routing_GIF_2.gif

How To Use Driving Routes by Appointment:

Please be aware that this feature is only available on the Mobile App and the GPS must be enabled in order for it to function properly.  Routes will only be available for appointments with a date and time assigned to them.

 

 Routing.gif

 

Step 1:

  • First Log into the Mobile App and click Next when your name appears.
  • If prompted to enable GPS feature or give app permission to Location, please do so now, to ensure this feature will run as desired.

 Step 2:

  • Go to the Dashboard by clicking the  icon
  • Next click on “Schedule Today” to view your Appointments.
    • Screenshot_20190827-161615_Spotio.jpg
  • Click on the icon to access the Driving Routes feature.

 

Step 3:

  •  A list of all Appointments scheduled* for the day will appear and you can toggle between "Distance" and "Schedule" for your individualized route. Use "Distance" if your appointments don't have specific times attached to them. Use "Schedule" if your appointment has a definite start time.
    • Screenshot_20190827-161629_Spotio.jpg
  • When you have selected Distance or Schedule, click the  icon , your map app will open and you will be routed to the first scheduled appointment from your current location. From the first appointment, you will be routed to the next scheduled appointment.
    • Screenshot_20190827-161725_Spotio.jpg

 

 

*Appointments must have a date and time for it to be it be included in the driving route.  If an appointment is listed as an all-day appointment it will not appear in your driving route.

 

 

2 out of 2 found this helpful

Comments

0 comments

Please sign in to leave a comment.