Field sales & route planning
WorkPro picks the accounts that need you most, orders them into a timed driving route around your calendar, and writes talking points for every stop from the account’s own history.
Who to visit
Set a visit cadence for each account tier — and override it per account. Plan My Visits weighs who’s overdue for a visit, who has open deals and who’s at risk, and gives each stop a Worth score so you can see why it made the list.
The route
Choose where you start and end — your location, an account or any address — how long you have, minutes per visit and customers’ visiting hours. Stop for lunch where you like, and include your calendar so meetings stay where they are.
Every stop briefed
Each stop comes with an AI briefing: the objective for the visit and what to talk about, drawn from the account’s deals, notes and recent activity. Need a refresher on any record? Brief Me gives you one on the spot.
On the road
WorkPro runs in your phone’s browser — add it to your home screen and it opens full-screen like an app. Send any route to your phone with a QR code that opens it in Google Maps, share it with a teammate, or email the itinerary.
Capabilities
Accounts, contacts, deals and projects plotted with clusters — filters still apply.
Days between visits per tier, with a Visit Every override on any account.
Visits record distance driven, ready for billing at your mileage rate.
Routes respect when customers can actually see you.
Send a planned route to a teammate with a “Shared With You” notification.
Log the visit by voice the moment you’re back in the car.
Scheduled visits that have passed stay flagged until someone records the outcome.
Billable visits flow into Ready to Invoice with the rest of the work.
Add WorkPro to your home screen on any phone.
Better together
Every WorkPro module shares your accounts, contacts and deals — so the work flows from one to the next.
FAQ
Straight answers about what WorkPro does today. Can’t find yours? Ask us during a demo.
Plan My Visits considers which accounts are overdue for a visit based on your visit cadence, which have open deals and which are at risk, and shows a Worth score for each stop. You can add must-visit stops and swap any stop for a suggested alternative.
Yes. Connect Google Calendar and tick Include My Calendar Events — events with an address become stops at their scheduled time, and the rest keep their time free.
Yes. Each route has a QR code that opens it in Google Maps on your phone. You can also share it with a teammate, email it, or copy the itinerary.
Visits record the distance driven, and with Invoicing on, billable visits and mileage flow into Ready to Invoice at your chosen rate, in miles or kilometers.
Plan My Visits is part of the WorkPro AI module, which the WorkPro team turns on for your workspace. Book a demo to see it with your own accounts.
See WorkPro with your own pipeline, projects and invoices in a 30-minute walkthrough. We’ll help you import your data, too.