Overview
Overview
ClientMapper is an online service that can Google Map your list of clients by interacting with your ConnectWise API. Nilear offers ClientMapper as a tool to introduce users to the Nilear network and Nilear suite of tools, which includes ConnectActive, Score My Team, My Tickets Mobile, Schedule Sync and Nilear Live.
ClientMapper aids in scheduling client on-site appointments for engineers by providing a visual of client locations in relation to your home office, other client sites and even your engineers’ homes. Ensuring for more accurate appoint times as well as identifying potential traffic problems with Client and Engineer locations. It is a simple way to view and optimize territories for service and sales efficiencies.
How It Works
How It Works
ClientMapper is an online service that can Google Map your list of clients by interacting with your ConnectWise (On Premise or Cloud). We do not store the names of your companies or link addresses to your account. We simply cache geocoded addresses for fast mapping on return visits.
- You join your PSA API to the Nilear Network using the Join Network button below.
- ClientMapper queries your PSA instance for Company Types.
- You select which Company Types you wish to Google Map.
- ClientMapper queries the company addresses that meet your Company Type criteria.
- ClientMapper geocodes the company locations.
- The first time you create your map the geocode processing is batched.
Documentation & Support
Documentation & Support
Below are resources to help you get the most out of your Nilear subscription. If you cannot find the information you looking for within the resources below, please feel free to submit a query to our forum or contact us directly to resolve your issue.
Walkthrough Video
