RouteIQ on the go | Mobile | Help | RouteIQ for Zoho CRM

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.

  1. 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

  1. Tap the filter by button

  2. Enter the criteria by which you want to filter your routes.


Sorting

  1. Tap the Sort by button.

  2. Choose the criteria based on which you want to sort your routes.

  3. Choose the preferred order of sorting (ascending or descending).

 

 

Navigation

After selecting the route you would like to travel for the day.

  1. Tap  the navigation button to begin your journey.



InfoInfo: 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.

Tap the Navigation button under a route, to navigate to that specific stop. 

RouteIQ Check-in/out and Proof of Delivery

Log your arrival and departure information with check-in/out and capture information like time and date, location, etc.
Info
Feature Availability: RouteIQ Check-in/out is available in the Professional Edition.

Check-in


  1. 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.


    NotesWhen 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


  1. Tap the check-out icon to check-out at the stop.

Proof of Delivery

You can add attachments such as images, videos, voice recording and use them as visit or delivery proof. This will be stored under the meeting record of the record to be accesed later.

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
  

1. For non-meeting records
RouteIQ creates a new Meeting associated with the record, checks you in, and redirects you to that meeting.

2. For existing Meeting records
RouteIQ directly checks you into the selected meeting and redirects you to it. No new meeting is created.



Info
Info: In both cases, the check-in experience and redirection remain the same. The only difference is whether a new meeting is created or an existing one is used

The following are the buttons available in this page for your convenience:



1. Check-in: As mentioned above, this button lets you check in from a record's details page.
2. Call: This button lets you call the number associated to this record
3. Add to route: This button lets you add this record as a stop to the route
4. Navigate: This button lets you navigate from your current location to the chosen record.
5. Near this record: This button lets you see other records within a particular radius of your choice from the chosen record