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All 57 capabilities

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.

Interactive example · fictional records1 / 4
mCRM.mCRM · example workspace
Work/Can we take it?

A customer needs a visit. Where does it fit?

The request
JL
Jordan LeeChimney sweep
ServiceChimney sweep
When10 Sep 2026
Customer’s requested window09:00–13:00
Minutes60
ZIPNot entered
Gas certification neededNo

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.

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.

  1. 01Choose a customer and address
  2. 02set the visit window
  3. 03assign the employee and inspect the day.
Maps & smart schedulingReview plans and requirements
Dispatch

See the day across technicians and move from a booking to an assigned visit.

  1. 01See the office dispatch board
  2. 02identify an unassigned visit
  3. 03choose a technician and review the updated schedule.
Maps & smart schedulingReview plans and requirements
Smart scheduling

Compare candidate slots using booked work and available staff data; review gaps before confirming.

  1. 01Enter a proposed job
  2. 02compare suggested slots and missing data
  3. 03carry the selected time and technician into the booking form, then complete the required details.
Maps & smart schedulingReview plans and requirements
Crew location

See reported crew locations when device permission and location collection are enabled.

  1. 01Enable location permission on the device
  2. 02inspect the last reported crew position
  3. 03check its timestamp before dispatching.
Maps & smart schedulingReview plans and requirements
Route planning

Compare driving time with scheduled stops using geocoded addresses and a configured routing provider.

  1. 01Geocode visit addresses
  2. 02request routes from the configured provider
  3. 03compare travel time alongside appointment windows.
Maps & smart schedulingReview plans and requirements

Continue the journey

Estimates & field work

Build the quote. Keep the whole job.

Explore this workflow
Payments & collection

The job is done. Now close the loop.

Explore this workflow

See where your day
could come together.

Explore the sample workspace, then talk through the setup your team needs.

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