Articles on: Clients

Client map in the mobile app

From the mobile app, aside from having a list of assigned clients, users can also view their clients as they are located on the map.


The map is located in the menu bar:



In the map, you can filter clients by operation:


  • *Clients* (All clients)
  • *Programmed* (Clients with scheduled visits or deliveries)
  • *Completed* (Client with completed visits or deliveries)



To view scheduled and completed deliveries, the user must have an accepted load.


The client icon can have three colors:


  • *Blue:* Clients that have a scheduled visit/delivery, that have not yet been completed
  • *Green:* Clients that have a completed visit/delivery
  • *Red:* Clients that had a scheduled visit/delivery that was not completed


Clients in the map can also be filtered by date, and you can use the arrows to travel back and forth between dates.



If you click in the middle of the date filter, on the word "today", you'll see a calendar where you'll be able to select a date range greater than just one day:



Remember that for a client to show up in the map, they'll need to have a defined latitude and longitude.


Get route


In the map, you can start a route with scheduled clients to create the most *optimal visiting route* from the user's current location. With this feature, you can make visits more optimal, dedicating more time to your clients and less time to travelling to and from them.


The route is generated by clicking this button:



This is how the user would see the route:



Filter by zone


If a user has more than one zone assigned, they'll be able to filter clients by zone, where they can choose to view just one or more than one, by clicking the following button:



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Updated on: 04/02/2026

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