01
Placing the next appointment becomes a puzzle
An open hour is not enough: the service area, service duration, and the team’s real availability all have to fit together.
Coming soonMapMyStaff is preparing for launch. Explore the platform now and book a demo around the reality of your field operations.
For home service businesses managing teams on the road
Build field days that actually work.
MapMyStaff connects appointments, service areas, travel, and customer records so the office can build workable field days. After the visit, surveys, follow-up, and referrals give customer feedback and word of mouth a clear next step to support retention and growth.
From the slot you offer to follow-up after the visit, the office keeps the same thread: who can go, where, when, with what context — and what needs to happen next.
Appointments that account for field realityDays read with the road, not just the calendarCustomer records ready for the next callSurveys and referrals that extend the customer relationship
When activity grows, coordination becomes the real challenge
When the week fills up, one change can throw off the whole day.
At first, a calendar, a few emails, and a spreadsheet are enough. Then visits stack up, the team grows, and every adjustment means cross-checking schedules, service areas, travel, and customer context.
02
The road eats hours the calendar does not show
Two visits can look easy to schedule back to back, then become unrealistic once travel is added.
03
When a customer calls back, the story has to be rebuilt
Notes, past visits, and useful details can be scattered across several tools; the office searches while the customer waits.
04
After the visit, customer signals can easily get lost
A response that deserves a call, a satisfied customer, or a potential referral can go nowhere when it is not connected to the customer record and follow-up.
This is not an effort problem. It is the point where the field day, the customer, and what happens after the visit need to share the same information.
One thread, before and after the visit
MapMyStaff connects what the calendar keeps separate.
The appointment becomes the start of one workflow: check what is workable, organize the day, keep customer context connected, then know what deserves attention after the visit.
From the field day to after the visit
Six modules, one service day.
Three modules help build and run the day. Three others give customer feedback, word of mouth, and business results a next step.
01Booking
An empty slot is not a workable appointment.
MapMyStaff considers service duration, the employee schedule, visits already booked, and estimated travel before offering and then confirming a time slot.
- Address, service area, and duration considered together
- Packages and options used to adjust the required time
- Price, availability, and conditions rechecked before confirmation
The customer sees choices compatible with what is known. If conditions change before confirmation, the time slot may be recalculated or rejected.
See intelligent bookingCascading booking validation
Online bookingEach step preserves the context needed for final revalidation.
6 cascading validationsSelect any step to replay the animation.
Speed
The customer enters
125 Main StreetGatineau, Quebec
- City
- Gatineau
- Postal code
- J8X 2B4
- Action
- Check address
Validation 1 of 6
1/6Is this address inside an active service area?
- Address standardizedThe location is recognized and geocoded.
- Territory identifiedThe request is connected to the correct zone.
- Coverage activeThe area is currently served.
Coverage confirmed
Address covered
Booking can continue.
The date becomes available only after service coverage is confirmed.
- Gatineau zone recognized
- Territory active
- Address saved to the request
The customer selects
Tuesday, August 12125 Main Street
- Zone
- Gatineau
- Request
- Full day
- Action
- Load teams
Validation 2 of 6
2/6Is this area serviced on the selected day?
- Schedules loadedWorking hours for the day are analyzed.
- Territory assignmentsTeam members assigned to the area are found.
- Absences and jobsKnown conflicts are removed.
- Available employeesTeams available for this area remain displayed.
2 employees available
Service day available
Two team members can serve the address.
MapMyStaff opens only the time windows that can be checked next.
- Patrick Fortin available
- Sophie Tremblay available
- Daily calendar analyzed
The customer selects
MorningMorning · Afternoon · Evening · Fixed time
- Address
- Gatineau
- Date
- Tuesday, Aug. 12
- Window
- Morning
Validation 3 of 6
3/6Which employee can receive the request based on the available data?
- Work already scheduledExisting appointments are included.
- Working hoursThe window must fit the employee’s shift.
- Travel and breaksTravel and breaks are taken into account.
- Remaining capacityAvailable time is calculated.
1 team member available
Time window available
Compatible availability is found.
The choice remains available because the available data allow the workflow to continue.
- Patrick Fortin available
- 210 minutes free
- Travel compatible
The customer selects
Residential cleaningPackage and add-ons
- Time required
- 150 min
- Time available
- 210 min
- Window
- Morning
Validation 4 of 6
4/6Does the package duration fit within the selected period?
Time available210 min
Time required150 min
- Package calculatedThe base service duration is loaded.
- Add-ons includedEvery change recalculates the minutes required.
- Capacity differenceThe calculation preserves a difference between required time and available time.
60 minutes of capacity remaining
Compatible duration
The calculated duration fits within the period.
Capacity is recalculated whenever a package, add-on, or quantity changes.
- 150 minutes reserved
- 60-minute buffer
- Automatic recalculation active
The customer enters
Marie Tremblaymarie.t••••@example.ca
- Phone
- 819-555-0142
- Code sent
- 482 913
- Action
- Verify email
Validation 5 of 6
5/6Can these contact details confirm and retrieve the appointment?
- Required fieldsName, phone number, and email are present.
- Valid emailThe address can receive the confirmation.
- Code deliveredA temporary code is sent to the customer.
- Code confirmedThe digital identity is verified.
Email verified
Identity verified
The customer can confirm.
The booking is connected to the contact details verified in the workflow.
- Contact details saved
- Email verified
- Customer record connected
The customer confirms
Confirm my appointmentFinal submission
- Subtotal
- $184.00
- Taxes
- $27.55
- Displayed total
- $211.55
Validation 6 of 6
6/6Can the amounts and availability be revalidated?
- Packages and add-onsThe complete selection is recalculated.
- Duration and capacityAvailability is revalidated one final time.
- Charges and minimumsCommercial rules are applied.
- Taxes, codes, and creditsThe total is recalculated on the server.
Amounts revalidated on the server
Appointment confirmed
Booking recorded.
Confirmation no. RDV-4821 — the booking is recorded after the available rules are revalidated.
- Availability recorded
- Amounts revalidated
- Confirmation displayed
Operational guardrail activeWhat if a validation fails?
Block indicated before recordingThe system indicates the block and available choices — another address, date, period, package, or code — before recording.
02Routes
Your employees do not spend their day in calendar boxes. They spend it between customers.
The route view puts the day on the map so the office can compare visit order with estimated travel, breaks, and schedules. It becomes easier to see whether the sequence looks workable before adjusting the route.
- Visits placed in their geographic context
- Estimated distance and travel time for comparing a sequence
- Breaks, schedules, and end of day kept in the view
Compare two orders, reorder visits manually, and recalculate the route using the available data.
See route managementReal road network4 morning jobs · 6 afternoon jobs
Calculating both road routes…
Distance—
Drive time—
Estimated difference—
03Customers
When a customer calls back, your team should not have to rebuild the whole story.
Contact details, the latest visit, and history stay in one record so the office can understand the context before answering, preparing the next visit, or opening a past appointment.
- Contact details and latest visit in one place
- Appointment and service history accessible
- Appointment details accessible from the history
Useful context stays together so the next call does not start from zero.
See the Customer DirectoryClient Directory
Client DirectoryFind the customer, history, and details of each visit.
Total customers786
Active customers532
At risk118
Inactive136
CustomerCityLatest visitAppointments / Total billedStatus
MLMarie Lefebvremarie.lefebvre@example.comLyonApr. 16, 20264 days ago8$1,245.50Active
TDThomas Durandthomas.durand@example.comGatineauApr. 10, 20264 days ago5$650.00Active
SCSophie Caronsophie.caron@example.comOttawaApr. 14, 20264 days ago12$2,350.00Active
Customer information
- Phone
- 819-422-7584
- sophie.caron@example.com
- Address
- 12 Main Street, Gatineau
- Notes
- Returning customer; latest visit was recent.
Visit history
DateAppointment IDServiceTotal
Apr. 14, 2026RDV-0414-102Residential cleaning$120.00
Mar. 28, 2026RDV-0328-087Complete cleaning$185.00
Mar. 10, 2026RDV-0310-064Follow-up visit$90.00
04Surveys and follow-up
A survey should not end as a score. It should help you see who needs a call back.
MapMyStaff connects the score, comment, and customer in the same record so the office can quickly see which responses deserve attention and continue follow-up.
- Score, comment, and context together in the record
- Responses to watch grouped under Urgent or Watch
- Status, latest action, and author visible so the thread can be picked up again
Responses that need attention stay visible to the office without confusing follow-up progress with the customer’s actual outcome.
See surveys and customer recoverySurveys and follow-up
Voice of the customerMove from a response to the available follow-up.
Last 30 daysTotal volume2507.6%
Net promoter score37
Promoters14257%
Detractors4920%
Quick triage access9 Cases under Urgent9 Cases under Watch19 Responses to review0 Cases marked recovered31 Without follow-up
Customers to watch
Reference$14,429.37142 customers
Watch$5,995.3059 customers
At risk$4,979.1549 customers
What keeps coming up in comments
6Positive2Neutral1Negative
Surveys and follow-up
- Response received
- Response reviewed
- Case opened
- Action selected
- Status updated
05Your numbers
Understand the week without rebuilding your numbers by hand.
MapMyStaff connects what was billed with worked time, travel, cancellations, and other available indicators so you can move from the overall result to the detail behind it.
- Billed amounts and new customers for the displayed period
- Worked time, travel, and cancellations related to one another
- Missing, partial, or global-only data clearly indicated
The dashboard helps with decisions without replacing official accounting.
View the Financial DashboardFinancial Dashboard
Financial DashboardBilled values, customers, and field pressure.
Custom periodTotal revenue$337,919.09+8.7%
Subsetn/aGlobal view only
New customers786+6.1%
Travel burden18.0%+2.9 pts
Your numbers and what explains them
Total revenueNew customersTravel burden06Referrals
Word of mouth already exists. Structure it so it can contribute to your growth.
MapMyStaff structures referrals with codes, rewards, validity periods, exclusions, and configured caps while keeping the new-customer discount separate from the referrer reward.
The office keeps the code, case status, and paid or still-promised rewards in the same tracking view so it can see where each referral stands.
- New-customer discount and referrer reward tracked separately
- Configurable rules, validity periods, exclusions, and caps
- Codes, statuses, and rewards available in tracking
Referrals do not guarantee new customers. They give the office a structured way to track what was promised, paid, and used.
View the Referral moduleView referral supervisionReferral supervision
Referral supervisionRules, codes, events, and rewards.
Apr. 1–30, 2026Recorded referrals191Displayed period
Codes used73Tracked events
Codes created248Active rules
Customer attributionn/aBased on available data
Program tracking
ReferralsRewardsCodes usedReferral details
Search for a referrer or referral…ReferrerDateStatusReward
Lucas MartinApr. 29, 2026Validated+$100.00
Chloé HenryApr. 28, 2026Pending—
Maxime DuboisApr. 27, 2026Rewarded+$100.00
Sarah MoreauApr. 25, 2026Cancelled—
07Who it’s for
Built for businesses juggling customers, schedules, and the road every day.
MapMyStaff is for businesses where appointments, employees, service areas, and travel all have to work together from the office to the field.
- Managers and teams that travel to customer locations
- Residential cleaning and home care
- Landscaping and maintenance
- Inspection and mobile technical services
MapMyStaff becomes especially relevant when schedules change often, visits span several service areas, and information still moves between multiple tools.
See whether MapMyStaff fits the way you workWhen a simple calendar is no longer enoughWhen the day becomes difficult to coordinate
Schedules and coordination
Adjustments move between several people or tools.
Service areas and travel
Service areas and routes become difficult to organize together.
Surveys and follow-up
Sensitive cases and actions are not followed consistently.
Your numbers
The numbers still have to be rebuilt before they can be explained.
Who it’s forOne system connecting the whole day
Appointments · service areas · customer follow-up · numbers08Demo
Show us the day that keeps getting in your way.
Bring an appointment that will not fit, a route that runs too long, a customer who needs a call back, or a number you still calculate separately. We will start with that real case and see how MapMyStaff handles it.
- Your team, service areas, and current tools
- The problem costing you the most time
- The MapMyStaff functions and screens tied to that problem
- What needs to be adjusted or checked next
Your team. Your service areas. Your constraints. The demo focuses on the problem you actually want to verify.
Book a demo around my real workflow- 01Your reality
Team, service areas, services, and current tools
- 02The problem to solve
Booking, the field day, customer follow-up, or business numbers
- 03What we check in MapMyStaff
Rules, decisions, and screens related to the problem
- 04The next step
Adjustments, setup, or proposal
Next step
Book a demo around my real workflowYour day is the best test.
Bring a real case that is costing you time. We will look at how MapMyStaff handles it, what needs to be configured, and what still deserves to be tested.