Start from the customer list, not the map
Begin with the accounts that need a visit this week: overdue follow-ups, accounts not visited this month, and scheduled service. Then look at where they are.
In Hemmiles, filter customers by territory and last-visit date, and assign the ones that matter first.
Use time windows only where they matter
A clinic that only sees reps between 2 and 4 PM needs a window. A distributor who's open all day doesn't. Too many fixed times make the day harder to run, not easier.
Leave space in the plan
Plan for six or seven visits in an eight-visit day. Real days include traffic, longer meetings and unplanned calls.
Reps can add visits in the app; managers see them alongside the planned ones.