How-to guides

Describe a mapTurn a sentence into a map's criteria, answer Client Mapper's questions, and change a map in a sentence.

Build a map by handAdd, combine and change a map's conditions in the Criteria card.

Find clients near a placeMap the clients with a site within a number of miles of a postal code or of a client's site.

Open and read a mapRead an opened map's counts, sites list and pins, search its sites, and switch its layers.

Refine a mapChange an opened map's criteria in place, compare the counts, preview and save or discard.

Save, share and delete mapsSave a map for your team or for yourself, and change, rename or delete saved maps.

See on-site visitsShow open tickets that need an on-site visit and the visits already scheduled, and find the clients near each.

Choose on-site statusesChoose which ticket statuses mean a ticket needs an on-site visit, for the On-sites needed layer.

Manage team homesSee, add, correct and remove your members' home addresses for the Team homes layer.