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Customer Visit Planner

Location collection & team assignment

Local mode

LIVE OVERVIEW

Dashboard

Prepare customers, collect locations and assign teams from one shared screen.

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Total active0
Not Contacted0
Ready0
Assigned0

Live locations

Ready and assigned cases

Team workload

Current assignments

Recently updated

Latest customer changes

CASE WORKSPACE

Customers

Search, prepare and assign customer cases.

CaseCustomerAccountPhoneStreet / AreaAvailabilityStatusContacted TeamTake

GEOGRAPHIC VIEW

Live Map

Green = Ready · Blue = Assigned

0 points

FIELD TEAMS

Teams

See exactly which customers each team has taken.

DATA & ADMIN

Import / Admin

Upload the current Excel list, review duplicates and manage active records.

Import Excel

Each row becomes one active case. Account Number is checked for duplicates in the current list.

Import rules

  • Account Number must be unique in the current active list.
  • Expected columns: Case #, Name, Request Date, Account Number, Phone number, Block ID, Phase, CO.
  • Original Excel details stay attached to the customer record.
  • Duplicate rows are skipped and shown before import.

Admin cleanup

Delete finished or unwanted cases from the active database. Admin PIN is required for deletion.

Export

Download the current active cases as Excel, including collected locations, street names and team assignments.

Live database connection

Configure config.js with your Supabase URL and anon key. Until then, the app works in local browser mode for testing.

Local browser mode