Routes

Path: Callproof Support > Website > Maps > Routes

CallProof Mobile App Routes Page

CallProof Mobile App Routes Map

Routes

What are Routes?

Routes help you plan and visit accounts in order for field work. Build a stop list, optimise the path, save routes for later, and assign them to reps.

From the Routes screen, use Current Route for today’s stops or Saved Routes to load a saved plan (My Routes, All Routes, or Assigned Routes). Add accounts from Accounts, Places, Tasks, or the map (including lasso).

Allow location access when prompted. CallProof uses it for map and optimise results so you can visit accounts more efficiently.

How to navigate

Bottom tab bar → Routes Opens Current Route / Saved Routes.

Other ways to add stops:

• Accounts → Add to Route
• Places / map (including lasso) → Add to Route
• Tasks → Add to Route on a follow-up
• Route map tools → add nearby accounts when available

Using Routes

1. Open Routes.
2. Use Current Route for today’s stops, or Saved Routes to load My Routes / All Routes / Assigned Routes.
3. Add accounts from Accounts, Places, Tasks, or the map (including lasso).
4. Open Map View to see stops on the map.
5. Optimise the visit order if needed.
6. Save the route for later, or Clear to start fresh.
7. Reorder or remove stops as needed.
8. Assign a saved route to other reps when available.
9. Tap a stop for call, appointment, directions, open account, and more.

Features include

• Current Route – Active stop list for today; accounts you add appear here in visit order.
• Saved Routes – Reusable routes: My Routes, All Routes / Assigned Routes.
• Add Accounts to a Route – Add stops from Accounts, Places, Tasks, or the map (including lasso).
• Map View – See all route stops on a map and navigate between them.
• Optimise Route – Reorder stops for a more efficient path.
• Save Route – Name and save the current route to reuse later.
• Clear Route – Remove all stops from the current route.
• Reorder / Remove Stops – Drag to change order, or delete individual stops.
• Assign Route to Reps – Share a saved route with other sales reps.
• Actions on Each Stop – Call, message, email, appointment, directions, open account, notes, and more.

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Current Route

What is Current Route?

Current Route is your active stop list for today. Accounts you add appear here so you can visit them in order.

How to navigate

Routes → Current Route segment / tab

Using Current Route

1. Open Routes.
2. Select Current Route.
3. Review the ordered list of stops.
4. Add more accounts from Accounts, Places, Tasks, or map.
5. Optimise, save, clear, reorder, or open the map as needed.
6. Tap a stop to take action (call, appointment, directions, open account).

Features include

• Active stop list – Today’s planned visits.
• Visit order – Stops shown in the sequence you will travel.
• Empty state – Prompt to add contacts when no route is loaded.
• Works with Save / Clear / Optimise – Manage the active list from this screen.
• Max stops – Route capacity limits apply (for example up to 25 contacts when adding from Tasks/Accounts).

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Saved Routes

What are Saved Routes?

Saved Routes are named route plans you can reuse later instead of rebuilding the stop list each day.

How to navigate

Routes → Saved Routes

Using Saved Routes

1. Open Routes.
2. Switch to Saved Routes.
3. Open My Routes for routes you created.
4. Open All Routes (managers) or Assigned Routes (reps) for shared plans.
5. Tap a saved route to load it into your working route.
6. Assign, edit, or reuse as needed.

Features include

• My Routes – Routes you created and saved.
• All Routes – Broader shared list for managers.
• Assigned Routes – Routes assigned to you (non-manager view).
• Load saved plan – Apply a saved route to work from.
• Assigned reps display – See who a saved route is assigned to when available.

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Add Accounts to a Route

What is Add Accounts to a Route?

Add Accounts to a Route turns CallProof accounts into ordered stops on your current route.

How to navigate

• Accounts → Add to Route
• Places / map / lasso → Add to Route
• Tasks → Add to Route
• Other map tools when available

Using Add Accounts to a Route

1. Find an account in Accounts, Places, Tasks, or on the map.
2. Tap Add to Route.
3. Confirm success (or read any alert if the account is already on the route / route is full).
4. Open Routes → Current Route to see the new stop.
5. Repeat until your day’s stops are ready.

Features include

• Add from Accounts – Add company contacts as stops.
• Add from Places – Add nearby / prospect places (including lasso selection).
• Add from Tasks – Add the account linked to a follow-up.
• Map / lasso add – Select multiple places on the map and add them.
• Stop created – Each account becomes a route stop with location data.
• Duplicate / limit alerts – Warns if already added or route limit reached.

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Map View

What is Map View?

Map View shows all current route stops on a map so you can visualise the path and navigate between them.

How to navigate

Routes → Current Route → Map

Using Map View

1. Open Current Route with at least one stop.
2. Tap Map.
3. Review pins for each stop on the path.
4. Use the map to visualise travel order.
5. Tap a stop/pin for navigation or account actions when available.
6. Return to the route list when finished.

Features include

• Stop pins – Each route account on the map.
• Path visualisation – See how stops relate geographically.
• Navigation support – Move between stops using map context.
• Requires stops – Alerts if you open Map with no contacts on the route.
• Location access – Better results when device location is allowed.

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Optimise Route

What is Optimise Route?

Optimise Route reorders stops for a more efficient visit order based on location.

How to navigate

Routes → Current Route → Optimise / Optimize

Using Optimise Route

1. Add stops to Current Route.
2. Tap Optimise.
3. Choose an optimisation option:
   • Keep Starting Point — first stop stays fixed
   • Keep Start and End Points — first and last stay fixed
   • Optimize All using Current Location — starts from where you are now
4. Review the new stop order.
5. Save the route if you want to keep this plan.

Features include

• Keep Starting Point – Protects your first planned stop.
• Keep Start and End Points – Protects first and last stops.
• Optimize using Current Location – Best path starting from your GPS position.
• Reorder result – Updates Current Route order automatically.
• Location recommended – Current-location option works best with location permission.
• Needs stops – Optimise requires contacts already on the route.

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Save Route

What is Save Route?

Save Route stores your current stop list under a name so you can load it again later from Saved Routes.

How to navigate

Routes → Current Route → Save

Using Save Route

1. Build or optimise your Current Route.
2. Tap Save.
3. Enter a route name (required).
4. Save.
5. If the name already exists, choose Cancel or Overwrite.
6. Find the route later under My Routes / Saved Routes.

Features include

• Named save – Give the route a clear label (for example “North Tuesday”).
• Overwrite option – Replace an existing saved route with the same name.
• Empty name blocked – “Routes name can not be Empty.”
• Requires stops – Cannot save an empty route.
• Reusable plan – Load again from Saved Routes.

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Clear Route

What is Clear Route?

Clear Route removes all stops from the current route so you can start fresh.

How to navigate

Routes → Current Route → Clear

Using Clear Route

1. Open Current Route.
2. Tap Clear.
3. Confirm if prompted (“Do you want to clear your current routes?”).
4. The list empties and returns to the empty-route state.
5. Add new stops to build a new plan.

Features include

• Clear all stops – Removes the full current list.
• Confirmation – Prevents accidental wipe when prompted.
• Empty state – Shows placeholder to add contacts again.
• Does not delete saved routes – Clearing current does not remove Saved Routes unless you delete those separately.

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Reorder / Remove Stops

What is Reorder / Remove Stops?

Reorder changes visit order manually. Remove deletes individual stops from the current route.

How to navigate

Routes → Current Route → drag to reorder / delete stop

Using Reorder / Remove Stops

1. Open Current Route.
2. Drag a stop to a new position to change visit order.
3. Delete a stop you no longer need.
4. Confirm the updated order on the list or map.
5. Save if you want to keep the new plan.

Features include

• Manual reorder – Drag stops into your preferred sequence.
• Remove stop – Delete one account from the route.
• Immediate list update – Current Route reflects the new order.
• Works with Optimise – Manual order can be used instead of (or after) optimise.
• Save to keep – Save the route if you want this order later.

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Assign Route to Reps

What is Assign Route to Reps?

Assign Route shares a saved route with other sales reps so they can use the same visit plan.

How to navigate

Routes → Saved Routes → select route → Assign / Assigned users

Using Assign Route to Reps

1. Open Saved Routes.
2. Select the route to share.
3. Choose Assign / Select Assigned User(s).
4. Pick one or more reps.
5. Save the assignment.
6. Reps see the route under Assigned Routes (or managers under All Routes).

Features include

• Assign to reps – Share a saved plan with teammates.
• Multi-rep selection – Assign more than one user when available.
• Assigned Routes list – Reps can open routes assigned to them.
• Manager visibility – Managers can see broader All Routes lists.
• Success confirmation – Confirms when reps are assigned.

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Actions on Each Stop

What are Actions on Each Stop?

From each route stop, you can take account actions—call, message, email, start an appointment, get directions, open the account, add notes, and more.

How to navigate

Routes → Current Route → tap a stop

Using Actions on Each Stop

1. Open Current Route.
2. Tap the stop/account you are visiting.
3. Choose an action:
   • Call / Message / Email
   • Start an appointment / check in
   • Get directions
   • Open full account details
   • Add notes or other account tools when available
4. Continue to the next stop when finished.

Features include

• Call – Phone the account (Twilio or native when enabled).
• Message / Email – Reach out before or after the visit.
• Appointment – Start or manage an on-site visit.
• Directions – Navigate to the stop.
• Open account – Full account history and tools.
• Notes – Log visit context.
• Other account options – Event forms, tasks, opportunities, and more when available.