Getting started with Hemmiles.

1. Bring in your customer data

Hemmiles works from the customers you already have. Customers, contacts and addresses come from your CRM or, if your customer list lives in a spreadsheet, from an import.

• Required: customer name and address.
• Recommended: a saved map location for each customer. It's used for routes and check-in verification.
• Optional: contacts, territory and customer type.

2. Add users, roles and territories

Create users for reps, managers and admins. Roles control what each person can see:

• Reps see their own plan, customers and visits.
• Managers see their team's activity, map and reports.
• Admins manage settings, users, visit types and location rules.

3. Set up visit types

Visit types — sales visit, service visit, collection, follow-up, doctor call — decide which fields a rep fills in. For each type, choose required fields, photo requirements and the outcome tags reps can pick from.

4. Configure check-in rules

Set the check-in radius (for example, 100 m) and decide how exceptions are handled when a rep checks in outside it. Before rollout, read Rolling out GPS check-in with your team's trust.

5. Invite reps to the mobile app

Reps receive an invite, install the Hemmiles app and sign in. On first use they see the location consent prompt explaining when location is recorded. Their plan for the day appears in Today.

6. Review the first week

At the end of the first week, look at:

1. Planned vs completed visits by rep.
2. Check-ins flagged outside the radius — usually a customer location that needs correcting.
3. Visit types where reps skip fields — often a sign the form is too long.

Questions during setup? Contact the team or check Help & FAQ.