Viewing customers on the map

On Customers you can switch between List and Map. The map view is handy for seeing where your customers are located and planning your route.

Using the map

• Business customers appear as a cyan pin, private customers as a green pin.
• Click a pin to see the customer's name, address and any upcoming appointment, with buttons to view the customer or open directions in Google Maps.
• Click My location to show your own position on the map.
• Use the filters (Search, Appointment, Place, Customer type) to narrow the map down to the customers you need.

Why isn't a customer on the map yet?

Addresses are automatically converted into a location on the map (geocoding), but this doesn't happen instantly:

• A new customer or a changed address is processed in the background. This can take anywhere from a few tens of seconds to a couple of minutes, depending on how many addresses are queued at that moment.
• If the exact address can't be found, the system places the customer approximately at their town. You'll recognise this by a semi-transparent pin with "Approximate location" in the popup.
• The counter above the map separately shows how many customers are and aren't on the map ("X on map · Y without location").

Frequently asked questions

• I just filled in an address, but the customer still isn't on the map. Refresh the page in a few minutes — the location is determined in the background, not instantly on save.
• The pin isn't at the right address. Check that street, house number, postcode and town are filled in correctly and completely. If something's missing, the system falls back to the town.
• Does the map view cost extra or need an API key? No, the map and location lookup don't use any paid services.