# Find Clients and Plan a Day in Maps

Find the right clients, build a route around appointments, review uncertain locations, and record visits.

Reviewed 2026-10-28

## Before you begin

Open **Maps** from **Apps** and confirm the workspace. Access depends on your app access and workspace configuration. The web app supports planning and manually recording visits. Device location depends on permission and availability; opening Maps does not establish a background tracking session.

Supported routing covers the contiguous United States, Alaska, and the District of Columbia. Hawaii is not supported.

## Find the clients you need

1. Use the sidebar's **Clients** or **Advanced** tab.
2. Search and choose the relevant statuses, assignments, ZIP codes, or other visible criteria.
3. Review the filter chips. Use **Only this map area** when you want the visible area to limit the results.
4. Compare the client list with the mapped count. A client without a usable location may appear in the list without a pin.
5. Open the intended client and check the address before adding a stop.

A group on the map represents several clients. Zoom in or open the group to inspect them. A map pin alone does not confirm a building entrance or a suitable meeting location.

## Build My route

Use the plus control beside each client you want to visit. The selected control indicates that the client is already in the route. **Add all** applies to the matching group shown; review its count first.

Open **My route**. Name the route and open its day settings. Review the date, departure and finish times, travel mode, starting and ending places, visit length, and any break. Confirm the starting point even if a location was suggested.

Review existing appointments and conflicts before accepting a plan. Change the day or stops if the plan cannot fit the available time.

## Get directions or optimize the order

**Get directions** calculates the current stop order. **Optimize route** can change the order. Inspect the result before relying on it, particularly for appointments and required stops.

If you change stops, their order, or day settings, get directions again so the displayed times reflect the current plan. Do not treat an old estimate as a confirmed appointment.

## Save and reopen

Save through the visible route control, then open **Saved routes** and select the intended route. Confirm its stops, date, endpoints, and visit lengths. Saving a route does not send messages or prove that visits occurred.

Record a visit only when it actually happens, using the available visit controls. Review its time and outcome afterward. A planned stop and a completed visit are different states.

## Handle uncertain locations

Review approximate or missing locations from the client row. Compare the address with approved client information and resolve the visible location warning. Do not choose an arbitrary pin to make a route complete.

If permission is denied or location is unavailable, choose an appropriate starting place. Do not promise offline navigation or background location collection based on web planning alone.

## Verify the result

Reopen the saved route, inspect its stops and conflicts, and check the relevant client history after recording a visit. If a save or visit result is uncertain, refresh and inspect history before repeating it.