Planning and route planning

WHAT YOU GET
Planning that starts with customer context.
Routes that make the day executable.
SideIQ brings appointments, external booking, team planning and route context into the Planning Hub. You plan from the work that needs to happen, not from isolated calendar blocks.
01
Appointments as core records
every planned customer interaction carries status, location, participants and dossier context
02
Day, week, team and route views
planners see capacity, order and ownership in the same hub
03
External booking
customers book through SideIQ-owned scheduler pages, powered by Nylas underneath
04
Calendar binding
Google and Microsoft stay synchronized without making the provider calendar the source of truth
05
Travel and route context
stops show distance, travel time and feasibility through the existing Maps API
06
Navigation export
send routed days to Google Maps, Apple Maps or Waze for field execution
07
Planning-enabled collections
flexible jobs and custom records appear next to fixed appointments
Not a calendar with extra cards. An operational hub for the day.



Not a calendar with extra cards. An operational hub for the day.



IN THE WORKDAY
Built for teams that schedule and execute.
01
Field service
day routes with appointments, travel times, ad-hoc stops and navigation export
02
Service and installation
fixed appointments next to flexible collection jobs
03
Sales and advisory
external booking connected directly to the customer, opportunity and prep context
04
Planning teams
team lanes, day capacity and quick appointment creation from empty slots
WORKS SEAMLESSLY WITH
Planning stays attached to the rest of SideIQ
01
CRM
appointments link to contacts, companies, opportunities and customer dossiers
02
Mail & Calendar
provider calendars stay synchronized with SideIQ appointments
03
Maps
route calculation, distance matrix, geocoding and navigation export
04
Collections
planning-enabled records and flexible jobs appear in the same day
05
Portal and booking
customers book, confirm or request changes through SideIQ-owned surfaces
06
SideIQ Intelligence
planning context, meeting prep and suggestions from the full dossier
From booking to execution.
Planning and route planning is Layer 1 in SideIQ: core infrastructure that CRM, calendars, booking, collections and field teams can rely on.
