RouteIQ on the go
After planning and organizing your field visits for sales, service or delivery activity. You need to travel to visit your prospects. RouteIQ comes with many options that helps you with your travel.
Changing Views
Similar to the views in Zoho CRM, modules in RouteIQ also have their own version of views for the Routes module.
Tap on the RouteIQ views dropdown, from the Routes module. Choose the required view. The Routes module comes with these views:
All Routes
Next Week's Routes
Today's Routes
Tomorrow's Routes
Upcoming Routes
Filtering
Tap the filter by button
Enter the criteria by which you want to filter your routes.
Sorting
Tap the Sort by button.
Choose the criteria based on which you want to sort your routes.
Choose the preferred order of sorting (ascending or descending).
Navigation
After selecting the route you would like to travel for the day.
Tap the navigation button to begin your journey.
Info: We support navigation through multiple apps. For iOS users, you get to choose between Google Maps, Apple Maps, and Waze and for Android, you get Google Maps and Waze.To change your default choice of app, follow these steps.
Step 1: Go to the Settings menu
Step 2: Choose your preferred app in the Navigation section (as mentioned in the screenshot below)
Stop Options
RouteIQ provides a few stop options that enables users to perform quick actions.
Navigation
Tap the Navigation button under a route, to navigate to that specific stop.
RouteIQ Check-in/out and Proof of Delivery
Check-in
Tap the check-in icon to check-in at the stop.
For a Meeting record, RouteIQ will automatically check-in with Zoho CRM as well.
For a non-Meeting record, RouteIQ will create a meeting and check-in.
When a user checks in to a stop via RouteIQ or Zoho CRM, it automatically logs the Google Maps location URL, along with the timestamp and username of the person who checked in.
This helps you:
1. See exactly where the check-in occurred
2. Know when it happened
3. Identify who performed the check-in.
Check-out
- Tap the check-out icon to check-out at the stop.
Proof of Delivery
Zoho CRM Check-in
Check in to any record directly without creating a route. Open the record in RouteIQ and click the Check-in icon. RouteIQ will take care of the rest.
How it works
The following are the buttons available in this page for your convenience:
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