Customer Profile
GPS & Map
Customer location coordinates and map visualization.
GPS coordinates enable location-based features throughout WiseParts.
Quick Overview: Set GPS coordinates to enable activity verification, territory maps, and route optimization. Drag the pin on the map or enter coordinates manually.
What GPS Enables
- Activity Verification — Prove you visited the customer location
- Territory Management — View customers on a map, manage assignments
- Route Planning — Optimize visit routes based on location
Did you know? When you verify an activity with GPS, the system checks if you're within the configured radius of the customer's coordinates — typically 100-500 meters depending on your organization's settings.
Viewing Location
If the customer has coordinates on file:
- Latitude and longitude display on the profile
- Interactive map preview shows the location
- Click the map to expand to full view
Setting Coordinates
Manual Entry
- Edit the customer profile
- Enter latitude and longitude values
- Save
From Map
- Click the map on the profile
- Search for the address or drag the pin
- Confirm the location
- Save
Automatic Geocoding
When customers are imported, the system automatically attempts to set GPS coordinates based on their address. If a customer already has coordinates from their address, you may not need to set them manually.
Tip: Check if coordinates were auto-set before manually entering them. If the address is accurate, the system may have already done the work for you.
Missing Coordinates
Customers without GPS coordinates:
- Won't appear on territory maps
- Can't have activities GPS-verified
- Won't be included in route optimization
Tip: Prioritize adding coordinates for customers you visit regularly. You can set them right from your phone — just visit the customer and drop a pin at their location.