Plan your route
Pick today's stops on a map, put them in order, then get directions and log each visit.
Open Route Planner under More, or tap Plan today's route on Home.
Add stops. Tap Add stops. Your accounts are listed nearest first, with how far away each one is. Search by Name or city, or narrow the list to Target, Active or Inactive. Tap an account to add it, tap it again to take it off, then tap Done.
Only accounts with a map position appear. If one is missing, add an address to the account.
The map. Your stops are numbered on the map, with a line from where you are through each one. Above the list you see the number of Stops, how many you've Visited, and the total Driving time from Apple Maps. If the drive time can't be worked out, for example with no signal, you see the Straight line distance instead.
Put them in order. With three or more stops, tap Optimise order. The app starts from where you are and goes to the nearest stop each time. To set the order yourself, tap Edit and drag. Swipe left on a stop to remove it.
On the road. Each stop has two buttons:
- Directions opens Apple Maps with driving directions to the account.
- Log visit opens the visit form for that account. See Log a visit.
When a visit is logged at a stop today, the stop is highlighted and shows Visited today. Home shows your progress, for example Route: 2 of 5 stops visited.
Saved on this phone, for today. Your route stays on this phone only. Your manager can't see it, and it doesn't move to another phone. Each new day starts with an empty route.