Do check-ins work offline?

Yes. They sync when the phone is back online.

Which CRMs get the notes?

Less Annoying CRM, LeadConnector, Capsule, Copper and Close. Other sources keep notes in GeoMaps.

Who can see check-ins?

Reps see their own. Owners and admins see everyone's.

Can I make a list of accounts nobody has visited?

Yes. Filter a list on Last check-in date: is empty for never visited, or more than 30 days ago for overdue visits.

Does GeoMaps track location?

No. Check-ins don't store the phone's location.

Do check-ins cost extra?

No. They're on every plan, with no limits.

Check-ins & Visit Log

Log every visit with a note.

Check in at a record from the mobile app and add a note. GeoMaps logs who visited and when.

Route optimization

What check-ins & visit log does

Check in from any record, with a note
Works offline and syncs later
Notes copied to supported CRMs
Reports by person and day, plus email reports
No GPS tracking

How it works

Open the record

Tap a pin on the map.

Tap Check-in

It's next to Navigate.

Add a note

Tap Check in. Done.

Check in with a note

Tap Check-in next to Navigate, write a note, and save.

See the last visit

Everyone on the team sees who was there last, and when.

Visits by day

Each rep's check-ins and notes, by day.

Works offline

No signal? Check in anyway. The check-in syncs when the phone is back online.

Notes in your CRM

Less Annoying CRM, LeadConnector, Capsule, Copper and Close get the note on the record. Other sources keep it in GeoMaps.

Email reports

Get your check-ins by email daily, weekly or monthly. Admins can get one email for the whole team, with a CSV download one click away.

No tracking

Check-ins never store the phone's location.

Check-ins & Visit Log in GeoMaps

Tap Check-in on any record in the GeoMaps app, write a note, and you're done. The whole team sees the record's last visit.

Reports list everyone's visits by day in the app, and email reports bring them to your inbox. Check-ins are on every plan.

Step-by-step setup, including email reports. Read the help guide →

It's part of GeoMaps' route optimization tools, so it works hand in hand with the rest of your map.

Where check-ins & visit log helps

Field sales

Reps log each meeting. Managers read the day's visits in Reports.

Account visits

See when each store, site or client was last visited, and by whom.

Check-ins & Visit Log FAQ

Do check-ins work offline?: Yes. They sync when the phone is back online.
Which CRMs get the notes?: Less Annoying CRM, LeadConnector, Capsule, Copper and Close. Other sources keep notes in GeoMaps.
Who can see check-ins?: Reps see their own. Owners and admins see everyone's.
Can I make a list of accounts nobody has visited?: Yes. Filter a list on Last check-in date: is empty for never visited, or more than 30 days ago for overdue visits.
Does GeoMaps track location?: No. Check-ins don't store the phone's location.
Do check-ins cost extra?: No. They're on every plan, with no limits.

More route optimization features

Plan RoutesAdd stops and let GeoMaps sequence them into the most efficient route with accurate drive times.Email RoutesSend a finished route straight to a rep's inbox so they have the day's plan before they leave.Print RoutesProduce a clean, printable turn-by-turn itinerary for drivers who'd rather work from paper.Export RoutesOpen a route in Google Maps or export it as a CSV so the field team can navigate in the app they already use.Mobile AppYour lists, layers and routes on iPhone and Android. Open any record, update it on site and head to the next stop.