How to Check-In (WebApp)

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  1. Home
  2. Knowledge Base
  3. Device
  4. How to Check-In (WebApp)
  1. Home
  2. Knowledge Base
  3. Check-ins
  4. How to Check-In (WebApp)

When you visit a client, Badger Maps allows you to check-in. This helps you remember when you visited your client. To check-in follow the steps below.

  1. Log on to your Badger Maps account using your favorite browser.
  2. There are two ways to check-in.

a.

  1. Click on Accounts. Search the customer’s account where you want to check-in.

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2. The account detail pane pops up on the right.

3. At the bottom of the pane click on check-in.

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4. A window pops up. Here you can choose the type of log – Meeting, Phone call, Email, Letter. You can also enter meeting notes about your meeting with your                         customer.

 

5. Hit Create check-in once you are done.

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b. You can click on the My Routes option. Click on current routes. Choose the account where you want to check in. The account details will pop out. Follow Steps 1-3. Remember

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