Google Maps Integration Into Planfix

Linking tasks to maps is an intriguing option that opens up many potential use cases. Let’s take a look at the google maps integration setup.

New type of field “Location”

In tasks (as well as contacts, projects, directories, etc.), you can now add fields of a new type called “Location.” The purpose of this field is for you to enter an address, and in return, you get a point on the map. It looks something like this:

Add “Location” to Your Tasks

The task description

Note that this is a distinct, new field type. Existing addresses you have previously saved in text format (for example, in the default “Address” field on the contact card) will not automatically be displayed on the map. To visualize an object on the map, you must intentionally add a “Location” type field and enter an address that Google can recognize. Tip: You can do this as a bulk action by selecting the “Set field value from another field/task” option.

Set Your Tasks on Maps

We’ve introduced a new display method for task lists that shares its name with the new field type— “Location”. Now, any task list can be displayed on the map:

New View of Displaying Tasks on the Map - Location

View of Displaying – “Location”

Of course, for tasks to appear on the map, there must be a “Location” type field within them. Tasks in the list will acquire a special marker and will be linked to the address entered in this field:

How Tasks With a “Location” Tag Are Shown on a Map

Displaying on the map tasks with a ‘Location’ tag

If you click on the geomarker on the map, the task name appears. In my case, the name is composed of the air conditioner’s model and the installation address. The task list itself is also centered on this task:

Click on the Map to See the Tacks’ Names

The geo-marker on the map

The color of the task status determines the color of the marker. This way, you can easily track the progress of the air conditioner installations:

Task’s Status is Highlighted by the Specific Colors

The marker is determined by the color of the task status

Set Routes on Maps

Planfix can do more than just display tasks on a map; it can also create routes between them, indicating the total distance and estimated travel time:

Set the Route with the Tasks on the Map

Building a route between tasks on the map

The order of the points on the route is determined by the order of tasks in the list—point A on the route corresponds to the first task in the list. Thus, you can adjust the route by dragging the tasks to the desired location or sorting them by a relevant criterion.

We organize tasks within a task group to make working with routes more convenient. This allows you to customize routes according to your needs. For example, I’ve added a “City” field to the task template for ordering delivery and grouped the orders by city:

Tasks’ Clustering Helps to Set Routes within the Groups

Grouping in task filter selection options

This also helps in assigning delivery orders within a city:

Set Routes within One Districts

Distribution of orders within the city

However, there are several ways to go about this. For example, you can group the tasks by the assignee to assign a convenient route. I think the general approach is pretty clear by now.

The route for each group is color-coded—notice the circle next to the group name:

Routes for Different Groups are Specified with Unique Colors

Color coding for each group

If too many routes are displayed on the map, and it becomes confusing, you can disable the unnecessary ones by clicking on this icon. Another click will reactivate the display of that group’s route on the map. When groups generate routes, the distance and travel time for each group are displayed:

How the Length of the Route is Displayed in Planfix

Displaying distance and travel time for each route group

Clicking on any section of the route reveals information specific to that segment of the road:

Clicking on the Route Shows its Length and Time

The information regarding the time and distance of the route

Tips for Google Maps Management in Planfix

  • To make this work, you’ll need to set up the “Integration with cartographic services,” as described in the help section.
  • Currently, we support displaying objects and routes on both Google Maps and OpenStreetMap.
  • Regardless of which map service you choose, you’ll need to connect to Google’s geocoding services, also described in the help section. These services convert text addresses into geographic coordinates and help create routes. Following the instructions correctly, you can access all the free features for a year. This extended trial period lets you accurately assess costs—Google provides detailed statistics on API usage, including monthly financial calculations. Importantly, there is no automatic billing after the trial period; you’ll only switch to the paid API version if it benefits your business.
  • As for Planfix’s policies, integration with map services is available for all paid, premium, and trial accounts without additional restrictions. For more details on the plans, visit https://planfix.com/prices/.