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Step 1 · Client-firstUse the client book as the route source
Start from a saved client, not a new text thread. The name, address, phone, notes, and invoice history stay together.
- Client name
- Location
- Phone
- Recent invoices
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Step 2 · ReviewCheck the route before opening maps
Before leaving, check unmapped stops, duplicate addresses, and missing phone numbers.
- Mapped stops
- Need location
- Ready clients
- Directions
FacturaOSTools for this guide
Keep the next action with the original record.
FAQ
Common questions
Should route planning replace Google Maps?
No. FacturaOS organizes the route from client records, then hands off directions to Google Maps when the team is ready.
FacturaOSPut the next step into practice.
Start with one client and the work you need to organize.
Start with FacturaOS
