Map

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What the page is for

The map is the day's driving route on a map. It is for the customers who drive out to the lead, that is inspection customers: they can see where the day's visits are geographically, in what order they are placed, how long there is between them, and when they are home again. The customer typically uses it in the morning to see the day as a whole, and along the way to open the next visit and call the lead.

The page always shows ONE day at a time, not a week. The week lives on Calendar.

What it looks like

The page has three parts, and they move around depending on the screen width.

On a wide screen there is a narrow column on the left with the heading "Bookings". It is the day's route as a list running downwards:

  • "Home" at the top with "Departure 07:40", that is when the customer has to leave to reach the first visit.
  • Then one entry per visit with a number in a circle, the lead's name and "at 08:15".
  • Between the entries, a thin line with the driving time in minutes.
  • If the day's visits fall into two periods with a gap between them, a dotted line is shown with the driving time and "{time} free" for the break.
  • "Home" at the end with "Home 15:20".

On the right is the map with the day's visits as numbered blue pins, the customer's own address as a dark pin with a house in it, and the route drawn as a blue line along the real roads. The pins and the route are always the same blue, whatever colour the rest of the app has. There are zoom buttons in the top left corner of the map. The map zooms out by itself so all of the day's points are included.

Under the map sits the toolbar: a back arrow, a button with the selected date (for example "Tue 17 Mar 2026"), a forward arrow, and a three dot button on the right.

On a phone or tablet the three parts are stacked: the map with a fixed height at the top, the toolbar under it, and the day's route at the foot as the same list, but without the heading. If there are no visits that day, it says "No inspections this day." under the map (and "No bookings this day" in the column on a wide screen).

The page follows the choice the customer made under Settings, Appearance: light or dark. The brand colour and the buttons are the same in both; only the surfaces change.

Buttons and fields

The date button

The button in the middle of the toolbar shows the selected day. On a wide screen it opens an ordinary month calendar. On a phone it opens a dialog, "Select date", with a scrolling calendar: the months are stacked vertically, so you scroll up for the past and down for the future, one year back and two years ahead. Days with appointments have a small dot under the date, closed days are dimmed, and at the top right there is a shortcut, "Today". Tapping a day selects it and closes the dialog.

Previous and Next

The two arrows move one day back or forward. On the map the selected day is shown exactly as selected, even if it is a closed day.

More actions

The three dot button on the right of the toolbar. It contains three items:

  • New booking: opens the dialog where the customer creates an appointment themselves. It is disabled if the customer's system is not active.
  • Block time: opens the dialog that closes time in the calendar.
  • Settings: opens the dialog "Booking settings".

All three are the same actions as on Calendar, and they are described in detail on the handbook page for Calendar.

A pin on the map

The pins are numbered by their place in the route. If the customer hovers over or taps a pin, a small panel appears with the lead's name, address and postcode, "Arrival: at 08:15" if the arrival time has been calculated, and at the end "Stop #2 · 60 min". A click opens the appointment's detail panel in the middle of the screen, the same panel as on Calendar, with contact details, time, notes, "View conversation", "Move", "Reschedule" and "Cancel".

The dark pin with the house

The customer's own starting point. The panel says "Your address" and "Starting point". The address is the one the customer entered in their booking setup. If the coordinates are not stored, the platform looks the address up itself, so the pin can be placed anyway.

An entry in the day's route

Same effect as a pin: a click opens the detail panel, and the selected entry is highlighted in the list. The list and the map always show the same visits.

What the customer sees afterwards

The map is a view, not an action: it changes nothing by itself, and the customer cannot drag visits around to rearrange the route. The order and the arrival times are the ones already on the appointments.

The actions the customer can take from here (new booking, blocking time, moving, rescheduling, cancelling) have exactly the same consequences as on Calendar: they create or cancel appointments, update calendar events, and "Reschedule" sends the lead a message by SMS or email. If an inspection is cancelled, the route is recalculated automatically, so the rest of the day gets new arrival times.

If another day is selected, both the map and the list change with it, and the address in the browser remembers the day: if the customer reloads the page, they are still on the same day.

Typical questions from the customer

"I cannot find Map in the menu"

The map is only for the customers who drive out to the lead. If the customer has phone meetings, video meetings or appointments where the lead comes to them, there is no route to show, and the menu item does not exist. In the mobile app the Map tab is only shown for inspection customers. Customers whose goal is purchases on the website or Qualification see neither Map nor Calendar.

"I opened /map and got the calendar instead"

That is deliberate. If a customer without a driving route types the address directly, the week calendar is shown instead of an empty map. If the customer's goal is purchases on the website or Qualification, they are sent on to Overview.

"One of today's visits is missing from the map"

An appointment only appears on the map if it has coordinates. If the lead's address is missing or could not be looked up, the appointment is still in the calendar and in the Bookings list, but it gets no pin. Cancelled appointments are not shown.

"Why does it say 'approx.' and 'Arrival' and not a fixed time?"

Because the arrival time on an inspection is a calculation across the day's other stops and the driving time between them. If the customer has agreed a fixed time with the lead, it is shown without "approx.".

"The route takes a strange way"

The map draws the route along the actual roads using an open route calculator. It does not know about roadworks, rush hour or the customer's own shortcuts, so the driving times are indicative.

"What are the small bars at the bottom of the menu?"

They are the customer's agent tanks, shown above Settings for a customer with agents. They have nothing to do with Map. See the page Agent tanks in the menu.

"What does SMS only next to the number in the menu mean?"

At the bottom of the menu, above Settings, is the customer's own SMS number. If it is a Swedish number, the badge SMS only sits next to it: Swedish numbers can only send and receive SMS, and calls to the number are not answered. Tapping the badge shows the same explanation. See the page Email and SMS. On a computer the menu is a narrow bar with only the phone icon: hover over the icon to see the number and the explanation.

Limitations and errors

  • The map cannot rearrange the route. The order comes from the appointments, and the customer cannot drag pins around. If a visit should be at another time, use "Move" in the detail panel.
  • The map shows one day. There is no week or month view here, that lives on Calendar.
  • Appointments without coordinates get no pin. They still exist in the calendar and in Bookings.
  • Driving times and the route come from an external, open route calculator. If it does not answer, the lines are not drawn, and the driving times between the stops are missing. The pins and the list are still there, and nothing in the customer's data has been lost. Reload the page later.
  • The map tiles come from an external map provider. If the connection is poor, the map can be blank for a moment.
  • The customer cannot see their service area on the map. How far they drive is set under Booking settings, but no circle or zone is drawn on the map.

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