Leads
1. Getting Started
The TourSolver Mobile application's Sites & Leads feature simplifies managing customer information and optimizing your field tasks.
System Requirements: The provided sources do not specify system requirements for the TourSolver Mobile application.
Installation/Setup Steps: The provided sources do not include steps for installing or setting up the TourSolver Mobile application.
Initial Configuration: The sources indicate that leads are secondary customer locations already stored in the database. They can have records that are either assigned or not assigned to your current route. The application automatically optimizes routes, so the distance shown is for information only, not for further optimization.
2. Feature Explanations with Benefits
The Sites & Leads feature offers a robust way to manage customer interactions:
Customer Leads: These are secondary customer locations already saved in your database. They provide a comprehensive list of all customer orders.
Detailed Order Cards: Each customer order card displays essential information at a glance, including the customer’s name, address, email ID, phone number, and current location.
Real-time Updates: When you tap on a customer card, you can access detailed information that includes real-time updates of the customer's order, location, and any specific preferences like delivery instructions. You’ll also see estimated distance, estimated travel time, the territory of the lead, contacts, and linked documents.
Optimized Routes: The application comes with routes that are already optimized, meaning the displayed distance is purely for your information.
Efficient Field Operations: Features like smart filters and integrated navigation are designed to support your daily tasks, helping you stay organized, efficient, and well-informed.
3. Step by Step Instructions
This section will guide you through the most frequent tasks you’ll perform within the Sites & Leads feature.
Accessing Sites and Leads
To begin, you need to access the main Sites & Leads section from your dashboard.
From the dashboard, tap on the Sites and Leads button located at the bottom of the screen, next to the Calendar tab.
Next, tap the Leads option, which is located next to the Sites tab.
Viewing and Interacting with Customer Cards
Each customer order is presented as a card with key information.
To view detailed information, tap directly on any customer card.
Adding Customer Photos
You can add photos to a customer's record, either by taking a new picture or uploading one from your gallery.
Tap the photo icon on the right side of the screen.
To take a new photo:
Tap the camera icon at the bottom.
Take the snap.
Tap the tick mark at the bottom to upload the image.
Tap the save icon at the bottom to update the changes.
To upload from your gallery:
Tap the photo icon next to the camera icon.
Select a photo from your gallery.
Tap Done to upload the image.
Relocating a Customer Site
If a customer's coordinates need updating to your current position, you can do so easily.
Tap the three-dot menu at the top right corner of the screen.
From the pop-up options, select Relocate.
A confirmation message will appear. Tap Confirm to proceed.
Copying Customer Details
You can quickly copy customer details for easy sharing.
Tap the copy button located just below the photo icon.
Sending Customer Details to Another Device
You can share customer details with another person using a QR code.
After copying the customer details, tap Send to device.
Tap Use QR code.
Navigating Using Maps
The application integrates with navigation apps like Google Maps for seamless driving directions.
Tap on the navigation button located below the copy button.
The app will offer available navigation options, such as Google Maps.
Select Google Maps.
Linking Documents
You can link important documents to a customer's record, either by taking a photo of the document or uploading from a folder.
Tap the document icon next to "linked documents".
To take a photo of a document:
Tap the camera icon at the bottom.
Take the snap.
Tap the tick mark at the bottom to upload the image.
Tap the save icon at the bottom to update the changes.
To upload a document from a folder:
Tap the photo icon next to the camera icon.
Select Documents.
Tap Confirm to proceed.
Select a document from the folder.
Switching Between List and Map Views
You can switch between two views to best suit your needs:
To see customer sites visually on a map, tap the map icon.
Result: The app displays customer locations on a map.
To view a detailed summary of customer information, tap the list icon.
Searching for Customers
Quickly find specific customer entries using the search bar.
Tap the search icon below the map icon.
Use the search bar to find entries by customer's name, address, or address type.
Select the address from the drop-down list.
Result: The address results will display.
Displaying Nearby Sites ("Around Me")
See customer sites close to your current location on the map.
Tap the Around Me button to display nearby sites on the map.
You can zoom in and zoom out to view the customer's location more closely.
Filtering by Distance or Time
Narrow down your customer list based on proximity or travel time.
Tap the Filter option below the search icon.
You can narrow the list by setting a maximum distance in miles or travel time in minutes.
Example: You can filter to show only customers within a 4.35-mile radius or up to 15.53 miles, based on your service range.
After entering your criteria, tap the save button to apply the changes.
4. Productivity Tips
Utilize Filters: Use the distance and time filters to efficiently narrow down your customer list, helping you focus on the most relevant leads for your current service range.
Leverage Map View: Switch to the map view to visually understand customer locations and their proximity to your current position, especially when using the "Around Me" feature.
Keep Records Updated: Regularly add customer photos and link documents to ensure all customer information is comprehensive and up-to-date, supporting better service.
Seamless Navigation: Always use the integrated navigation feature to save time and ensure you have the most optimized directions to your customer sites.
The TourSolver Mobile application's Sites & Leads feature is designed to empower your daily field operations, helping you stay organized, efficient, and well-informed. We hope this guide helps you make the most of its powerful capabilities!
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