Maps & smart scheduling
Can we fit one more visit?
A customer calls. The day is already filling up. See how mCRM checks available people and time, explains the gaps, and carries your choice into the booking form.
A customer needs a visit. Where does it fit?
Available time is only part of the answer.
Showing 3 of 10 options from this example
These options are tied. A high ranking score does not mean high confidence.
See what the suggestion rests on.
Maria Castellanos
09:00–10:00The time has not been reserved
Low confidence
The useful details follow you. You complete the booking.
Customer, property, service and company still need review before saving.
Based on the mCRM scheduling screen and booking form. Layout simplified; example records.
Service, date, customer window and visit duration — the fields from the real scheduling screen, in a simplified view.
These three options come from an isolated example run of the mCRM engine. They are tied; missing location data keeps confidence low.
Check the working hours, the requested duration and the information that could not be scored. Selecting an option does not reserve it.
The selected date, arrival window and technician carry into the booking form. Review the customer, property, service and company before saving. This illustration creates no booking.
Product-based illustration using fictional records. This example has no location or service-area setup, so it does not claim a driving-time calculation.
Explore the actions in this area
A useful answer includes who, when and what still needs checking.
Calendar
Put the appointment, address and assigned employee on one calendar.
- 01Choose a customer and address
- 02set the visit window
- 03assign the employee and inspect the day.
Dispatch
See the day across technicians and move from a booking to an assigned visit.
- 01See the office dispatch board
- 02identify an unassigned visit
- 03choose a technician and review the updated schedule.
Smart scheduling
Compare candidate slots using booked work and available staff data; review gaps before confirming.
- 01Enter a proposed job
- 02compare suggested slots and missing data
- 03carry the selected time and technician into the booking form, then complete the required details.
Crew location
See reported crew locations when device permission and location collection are enabled.
- 01Enable location permission on the device
- 02inspect the last reported crew position
- 03check its timestamp before dispatching.
Route planning
Compare driving time with scheduled stops using geocoded addresses and a configured routing provider.
- 01Geocode visit addresses
- 02request routes from the configured provider
- 03compare travel time alongside appointment windows.
See where your day
could come together.
Explore the sample workspace, then talk through the setup your team needs.
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