The office uploads its monthly worklist as the familiar spreadsheet on the planning page and gets a day-by-day proposal back for the whole month: objects matched to master data, visits grouped by location, with real driving times between stops.
Nothing is written to the live plan until a person has reviewed and approved the result, and every run stays traceable with progress and history. A spreadsheet turns into a reviewed monthly plan without manual matching.
What ports as-is
- Proposed rows stay separate from the live plan until someone applies them
- The import runs reliably in the background even for a large month, and you see the progress
- AI reading of the spreadsheet, regardless of its exact column layout
- Automatic matching of spreadsheet rows to your object master data
- Travel-time and proximity calculation
- The review screen with a history of every run
What we build for you
- Your worklist columns and your own object numbering
- Matching rules and thresholds
- Default working days and slot lengths
- The access key for the map service
- The rule for rows that cannot be matched
