How To Guide - Mapline

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HOW-TO GUIDE

Need to know how to do something in Mapline?
Our concise help articles are the perfect place to start.

Access Billing Information

View past invoices or update your payment method and billing address.

Access Profile Settings

Access profile settings in Mapline and customize your profile to fit your needs. Update email, password, username, and more.

Access Subscription Information

Access subscription information and view all of your subscription details and account limits. See which products you have access to…

Account User Types

Learn the differences between account user types. Manage permissions to give your team the account type they needed.

Screenshot of Mapline sign-on page

Activate Account

Welcome to Mapline! Get ready to unlock the full potential of location-based business management. Here are some simple steps to activate your Mapline account and start your journey.

screenshot of a chart- example of changing the source data for a mapline visualization

Add a New Chart

Add a new chart to generate a snapshot of your data. This is the perfect way to hone in on valuable insights and share data with your team!

Add a New Dashboard

Create a new dashboard in a flash! Dashboards give you the power to display a collection of data visualizations all in one place.

Screenshot of the New Form lightbox in Mapline

Add a New Form

Create a new form in a flash! Forms are a powerful way to collect on-site data, empower team accountability, and eliminate data entry tasks in your organization.

Screenshot of the New Map lightbox in Mapline, with the text 'My First Map' typed in the box

Add a New Map

Adding a new map in Mapline is as easy as copy, paste, done! But here are some quick tips to make it even faster so you can get right to it…

Example of a driver dashboard in mapline

Add a New Metric + Edit Metrics

Add metrics to your dashboard! Metrics give you a snapshot view of whichever KPIs you need, like YTD sales or upcoming deliveries. Edit as needed…

Add a New Report

Add a new report to generate a snapshot of your data. This is the perfect way to hone in on valuable insights and share data with your team!

screenshot of the Add View lightbox in Mapline

Add a New View

Views are the best way to securely share your Mapline datasets and visualizations with your team. Access the most advanced sharing permissions…

Screenshot of a Mapline dataset, with the bottom blank rows highlighted and CTRL + V pointing to the blank rows.

Add New Locations to Existing Dataset

Add new locations to your existing datasets and seamlessly incorporate new data into your analytics and strategic planning. Here’s how!

Mapline territory menu with EDIT and DELETE hightlighted

Add or Edit Map Territories

Here’s how to add territories to your map in Mapline. Plus, edit your territories to get the exact customizations you need!

Craft location-driven marketing campaigns

Analyze Competitors and Market Footprints

Easily uncover your competitors’ market footprints and get an instant laser focus on competitor proximity, market share, and street traffic.

Example service agreement

Automate Bid Management and Proposal Generation

Generate proposals on demand, close deals in record time, and keep your operation running like a well-oiled machine!

Create uniform routes with custom route styling

Automate Job Assignments + Bulk Distance Formulas

Automate job assignments, calculate drive distances, and match the right agents with the right jobs based on their skills and location!

Auto-assign leads by territory

Automate Lead Scoring & Assignments

Automate lead scoring: You need a lightning-fast interface that captures and qualify leads in a flash, and adds them to your existing routes.

Example driver form

Automate Order Management

Automate order management, ensuring that orders are optimized for delivery and seamlessly integrated with sales and logistics…

Route by customer availability

Automate Trip Planning & Optimize Profitability

Automate trip planning for your sales team and optimize the profitability of your routes! Adapt schedules on the fly and seize every new…

Display routes in straight, dotted, or dashed lines in Mapline

Automate Vehicle Maintenance & Job Schedules

Automate vehicle maintenance so your vehicles are always ready to go and optimized for the best performance. Match the right vehicle…

Create cost-efficient delivery zones in Mapline!

Build Cost-Efficient Delivery Zones & Schedules

Cost-efficient delivery planning! Streamline schedules and optimize deliveries by weight or any other criteria. Boost your bottom line by 30%

Example territory map

Build Custom Sales Territories

Build custom sales territories that fit your business like a glove. Auto-generate territories based on your ideal factors: distance, sales…

Configure Automated Emails

Automated emails allow you to streamline your business communication through Mapline Forms. You can automate both data entry and follow-up…

Adapt your marketing messages and strategies to local weather conditions or events

Craft Location-Driven Marketing Campaigns

Craft location-driven marketing campaigns! Get a clear view of what motivates your audience’s buying behaviors and empower your team…

Screenshot of the Add Dynamic Options lightbox in Mapline

Create Dynamic Forms

These aren’t just your basic forms–dynamic options allow you to customize each form to the individual user. How cool is that?

Automated delivery confirmation

Create an Automated Delivery Confirmation System

Automated delivery confirmation ensures every delivery is confirmed, documented, and communicated instantly. See everything in real-time…

Monitor and automate customer satisfaction reporting

Create an End-to-End Customer Management System

End-to-end customer management: automatically collect, store, and analyze your data and automate communications and workflows. No more missed…

Map of field services job locations

Create an Instant Map of Job Locations

Generate an instant map of your job locations and service visits at a glance. No more guessing which team members to send where.

Screenshot of a map with color-coded pins based on delivery status

Create Instant Customer + Delivery Maps

Easily generate detailed maps of customer locations and track deliveries in real time! Imagine seeing all your customer locations in a glance

Add coverage areas to your market map to optimize campaign targeting

Create Instant Customer + Market Maps

You’ve unlocked a new marketing superpower! Create instant customer and market maps to track engagement and purchasing behavior in real-time.

You have the power to create an instant customer maps that keep tabs on sales activities in real-time, 24/7!

Create Instant Customer + Sales Maps

You have the power to create an instant customer maps that keep tabs on sales activities in real-time, 24/7!

Customize your map pop-out bubbles to display key sales data

Create Smart Sales Routes in Seconds

Generate smart sales routes in seconds—whenever you need them! No more overlapping routes, no more wasted time—just smart, strategic…

Customize Charts

Customize charts to get the most out of your data. Charts are the perfect canvas to visualize key data and analyze…

Customize Dashboards

Create a new dashboard in a flash! Dashboards give you the power to display a collection of data visualizations all in one place.

Screenshot of a Mapline dataset with the options menu highlighted

Customize Datasets

Customize your datasets and make data work for you in ways you never imagined. Here’s how to tailor your datasets to your unique needs.

Customize Form Button Settings

Customize your form submit settings to collect and save data in the way that’s most useful to you and your team! Here’s how.

Customize Form Questions

Customize your form questions! This is the perfect way to ensure you always gather the exact information you need.

Screenshot of the 'add' menu in mapline maps

Customize Maps

Customize your maps however you need to. This empowers you not only to tell your data’s story but to tell it with style.

Customize reports: screenshot of a Mapline report

Customize Reports

Customize reports in seconds! Mapline makes it easy to delve into the precise insights you need. Track KPIs, get insight into trends, and…

Customize Views: Screenshot of the drop-down menu in Mapline Views

Customize Views

Customize views in Mapline and hone in on critical KPIs and factors impacting your team. This is a powerful way to share information and…

Last-mile route planning

Design Last-Mile Routes that Maximize Efficiency

Harness automated last-mile routing! Never stress about drive times, missed deliveries, or tracking receipts again—this system calculates…

example field services management dashboard

Document, Verify, and Track Jobs in Real-Time

Track jobs in real-time: instantly capture every note, picture, and electronic signature right at the job site. Easily verify status…

optimized routes lightbox in mapline

Edit & Style Routes

Edit and style your routes for the utmost efficiency! Enhance navigation and decision-making for your team.

Enable Location in Mapline

Here’s how to enable location settings in Mapline. This is incredibly useful if you’re using navigation or delivery receipts…

Screenshot of a Mapline map with the user's current location and COPY COORDINATES highlighted

Find My Coordinates

Find My Coordinates– quickly pull up your current coordinates in Mapline. This is especially useful for anyone out in the field…

Leverage charts in your sales forecasts

Generate Intelligent Sales Forecasts

Generate intelligent forecasts with market demographics! It’s like having a crystal ball for your sales strategy. Every decision is backed…

Screenshot of an example delivery tracking dashboard in Mapline

Get a Laser-Sight on Operations with Business Intelligence

Business intelligence for pickup and delivery! Get a real-time snapshot of your entire operation, complete with detailed driver stats…

Screenshot of a territory map made in Mapline

Get Started in Mapline

Ready to get started in Mapline? Learn how to add data, create your first datasets and maps, and turn your data into actionable insights!

GPS Location Accuracy

GPS location accuracy varies greatly depending on your device and other factors. Let’s explore how accurate different devices are, and how to optimize…

Screenshot of a Google Meet calendar invite

Join a Mapline Demo

Join a Google Meet with your Mapline support team in seconds! Whether you need a demo or you have questions for our team, we’re here to…

Screenshot of a world map generated in Mapline

Map International Locations

Map international locations in seconds! Whether you’re managing supply chains or tracking global sales, we’ve got you covered.

Screenshot of 2 different territory segments in the state of CO.

Merge Territories

Quickly merge your map territories! Compare and contrast different versions until you have exactly what you need.

Monitor and automate customer satisfaction reporting

Monitor & Optimize Customer Experience from End-to-End

Monitor and optimize your customer experience with Mapline, transforming your approach and driving increased sales, higher satisfaction…

Field services management dashboard

Monitor & Optimize Jobs In Real-Time

Monitor and optimize jobs with an instant snapshot of all your job locations, team activities, and performance metrics!

Example of a sales dashboard with metrics

Monitor Performance + Automate Reporting

Monitor performance and automate reporting! Gain real-time visibility into your team’s whereabouts and actions 24/7. Close more deals…

Navigate in Mapline

Navigate directly in Mapline to get the most efficient routing possible! Live GPS instructions right on your device…

optimize vehicle management

Optimize Vehicle Management

Optimize vehicle management with automated demand forecasting, a clear sight on driver and vehicle shortfalls, and smart assignments.

Add government boundaries to your market analysis map

Run a Comprehensive Market Analysis in Minutes

When it comes to market analysis, you need a powerful system that auto-calculates your market share, audience demographics, customer hotspots.

Screenshot of the map searchbar in mapline

Search Maps

Search maps in Mapline: Find any location on your map in seconds, whether it’s a client’s office, a distribution center, or a sales territory….

Segment Charts

Elevate your chart superpowers with advanced segmentation! Here’s how to split your data into categories to get even deeper insights.

Set default form answers: screenshot of the form answer settings

Set Default Form Answers

Set default form answers and streamline the submission process while still capturing essential information. This is a powerful way to save time and ensure accuracy…

example sales dashboard

Set Up a Comprehensive CRM That Tracks Everything

Get a comprehensive CRM powerhouse that instantly spots discrepancies and highlights geographic insights that your current CRM can’t handle.

Example service agreement

Streamline & Automate Bid Management

Automated Bid Management: generate proposals on demand, close deals in record time, and keep your operation running like a well-oiled…

Event management dashboard in Mapline

Streamline Event Planning and Performance Tracking

Streamline your event planning and performance tracking. From task management to real-time metrics, you’ll have everything you need…

Screenshot of a technician form for on-site data collection

Track On-Site Job Data

Track on-site data and always ensure regulations are followed. Here’s how to track critical data and monitor your team.

Screenshot of Maps Library showing duplicate maps

Undo Changes

Instead of starting from scratch, effortlessly revert back to the original version with just a few clicks. Here’s how!

Use Mapline’s API

The Mapline API is organized around REST. Our API has predictable, resource-oriented URLs, and uses HTTP response codes to indicate API errors. Click here to learn more.

Image depicts Mapline being used on a smartphone

Use Mapline on Mobile Device

Use Mapline on mobile and access your maps and data anywhere you go! Here’s how you can access the full power of Mapline on any device.

Use URL Variables

Did you know that Mapline offers several different URL variables to help you navigate your maps even faster? If you embed maps on your…

screenshot of the coverage area report in mapline

View Coverage Area Report

View a coverage area report to get insights specific to a certain radius area on your map.

View Data: Screenshot of the Layer Folder pop-out menu, with VIEW DATA highlighted

View Data

Quickly view data from any page in Mapline, streamlining your access to vital insights! Instead of navigating away, you just open your data.

Screenshot of the Folder Report window under the 'By Location' Tab

View Territory Report

View your territory report right from your map screen! This is your secret weapon for extracting valuable territory insights in a flash.

example marketing dashboard

Visualize Trends and Patterns in Your Data

Keep everything in one place and empower yourself to see the big picture with geo-aware visuals that highlight trends and patterns…

Screenshot of Outlook email settings

Whitelist Mapline.Com

You might be wondering how to whitelist Mapline, especially if you didn’t receive a confirmation email to activate your account. Here’s how.