Pool the day's appointments, let the console suggest routes and assignments — by beat, road distance, workload and rotation — then commit the plan straight to executives' phones.
Every appointment — assigned or waiting — in one list, map and calendar. Search across titles, clients and mobile numbers; filter by status, type and executive; bulk-assign or cancel; print per-executive day sheets for offline mornings.
| Appointment | Type | Status |
|---|---|---|
| Sharma & Sons · 10:00 | Client visit | assigned · RS |
| Green Basket · 11:30 | Delivery | assigned · MK |
| Wellness Clinic · 14:00 | Service | in pool |
| Metro Hardware · 16:00 | Collection | in pool |
A transparent rule ladder — beat fit, real road proximity, workload balance, least-recently-assigned rotation — assigns pooled visits automatically and logs the reason for every single decision. You can always answer "why them?".
Each appointment type carries its own contract: check-in radius and verification, forms in and out, masked fields for sensitive data, call gating, success definitions and reimbursement rules. A "Client Visit" and a "Delivery" behave differently because they are different.
Every visit accumulates its story: check-in and out with locations, comments with photos, form responses, the outcome with sentiment, collaborator actions and a complete history — one drawer, everything.

Always. Auto-assignment fills the pool; managers can stage, reshuffle and reassign anything before or after. The system proposes, you dispose.
By a real routing engine over roads, not straight lines — and each origin-destination pair is cached permanently, so the same pair is never paid for twice.
Yes — committing the plan writes it to the same appointments the mobile app reads, instantly.
Sign in with your suite account — or explore with the built-in demo world.