Mobile: Maps

Understanding Map Icons

Different icons represent different record types. Knowing exactly what you’re looking at allows you to prioritize your route without opening every file.

Active Customers (Gold Stars)

Visual

• Displayed as bright gold stars.

Interaction

• Tapping a cluster (a circle with a number) automatically zooms into that neighborhood.

• Tapping an individual gold star opens a mini-profile.

Data Shown

• Primary Service Type

• Frequency (e.g., One-time, Quarterly, Semiannual)

• Notes from technicians or reps

Deep Dive

• Tap “See Details” to open the full customer card.

💡 Door-to-door tip: Filter your map to show only One-time customers to revisit previous clients and convert them to recurring service plans.

Leads (Black or White Stars)

Visual

• Black stars in Light Mode

• White stars in Dark Mode

Interaction

• Tap a lead to see:

  • Interested service

  • Notes from intake

• Tap the lead name to open the full lead card.

Pins (Door-to-Door Tracking)

Pins are typically used for high-volume knocking interactions and are often configured on desktop first.

When tapping a pin, you can:

• Edit Status – Change “No Answer” to “Interested”

• Move Location – Adjust if GPS placement was slightly off

• Navigate – Launch turn-by-turn directions

• Convert – Turn the pin into a Lead or Customer record

Using Filters

The map can become crowded in dense neighborhoods. To refine your view:

1. Tap the Filter icon (funnel shape).

2. Toggle visibility options.

You can filter by:

• Record Type

  • Active Customers

  • Leads

  • Pins

• Source & Service

  • Lead Source (e.g., Door Hangers)

  • Service Type (e.g., Gutter Cleaning)

• Assignment

  • Only My Pins

  • Company-wide data

• Status

  • Hide inactive customers

  • Focus on revenue-generating accounts

Show only what’s nearby

If the map has many pins or markers, or the app feels slow, use the location-based filter:

1. Set the map to show only items within a short range of your current location.

2. Choose which markers to show, such as pins, customers, or leads.

Filter by date range

1. Open the date filter.

2. Choose a preset range such as last day, last 7 days, or last 30 days, or pick the custom date option and enter a start and end date (for example, a full month).

Combine filters to narrow results further. Use reset to clear all filters and return to the default map view, then reapply only the filters you need for the task at hand.

Territories

Territories define knocking zones and team assignments. They appear as colored overlays on the map.

View Boundaries

• Clearly see where one zone ends and another begins.

Management

• Tap inside a territory to view the assigned user.

On-the-Fly Editing

• Edit boundaries

• Reassign to a different team member

• Delete when an area is cleared

Drawing New Territories

To create a new territory:

1. Tap the “+” button.

2. Select Create Territory.

3. Tap points on the map to drop anchors.

4. Use:

   • Undo Point if needed

   • Clear Points to restart

5. Tap Save and assign to a team member.

Active and inactive territories (admins)

Admins can see both active and inactive territories in the Territories section. Company members only see active territories, so inactive territories are a good place to store future territory plans without cluttering your reps’ maps.

To save a territory for later: create a new territory, draw the boundary, leave it assigned to no one, give it a clear name, and save it.

To put it into use: tap the saved inactive territory, change its status to active, assign it to the right team member, and click Save. Confirm it now shows as active and assigned.

Changing a territory from inactive to active makes it visible to company members, so double-check the boundary and the assignee before you save.

Map Types & Views

Rotor supports multiple map providers and display options.

Street Map (Default)

• iPhone users: Defaults to Mapbox

  • Recommended for U.S. door-to-door work because it displays home numbers clearly.

• Android users: Defaults to Google Maps.

Satellite View

1. Tap the Layers icon (stacked squares).

2. Select Satellite view.

Options include:

• Apple Maps Satellite – Cleaner, more polished imagery.

• Mapbox Satellite – More general imagery with strong street-level clarity.

Marker Clustering (Recommended)

Keep clustering enabled in settings:

• Groups nearby icons

• Improves load speed

• Reduces visual clutter in dense areas

Quick Navigation Tools

At the top of the map:

Search Bar

• Locate a person by name

• Jump directly to a specific address

Locate Me Icon (Crosshair)

• Instantly return to your current GPS location

Adding Leads, Pins, or Customers

While the “+” button works, the fastest method in the field is:

Tap and Hold Method

1. Press and hold on a rooftop.

2. Choose:

   • Add Lead

   • Add Customer

   • Drop Pin

3. The address auto-populates based on GPS.

4. Select “Current Location” if you prefer your phone’s exact GPS position.

This method is ideal when standing on a porch.

Using the Lasso Tool

Draw a loop around an area to report on it or to act on all the pins inside it at once.

KPI reporting

1. Tap the Lasso icon (rope loop).

2. Draw a circle around a neighborhood.

3. View instant KPIs such as:

   • Total pins placed

   • Number of “No Answers”

   • Number of “Interested” leads

   • Total sales closed within the circle

This is ideal for end-of-day reporting and accountability. If pins are hard to see inside the loop, turn filters off temporarily.

Bulk assign pins (admins)

1. Select pins with the lasso.

2. Tap Edit.

3. Choose the assign option and select the team member who should receive the pins.

4. Confirm the assignment, then check that the pins now show as assigned to that person.

Bulk assignment is an admin action. Confirm you’ve circled the right area before you assign.

Dark Mode

For late-evening knocking or reduced glare:

1. Navigate to More → Settings.

2. Toggle Dark Mode ON.

Visual Changes

• Map switches to dark gray/black

• Lead icons change from black to white for visibility

Video Walkthrough: Map Updates, Filters, Territories, and Bulk Assignment

This walkthrough shows the map tools above in action:

• Customer status by star color (0:09)

• Selecting pins with the lasso (0:36)

• Bulk assigning pins as an admin (1:12)

• Active and inactive territories (1:39)

• Creating, activating, and assigning a territory (1:49)

• Location-based and date-range filters (2:29)

• Resetting and refining filters (3:08)

Tips

• Filter by one-time customers for easy upsell opportunities, and use lasso reporting at the end of each shift.

• Use pins consistently and drop leads immediately while details are fresh; data is only as good as what you log.

• Keep clustering on, and use the nearby and date filters when the map is slow or crowded. Reset filters before starting a new task.

• Assign territories early, and keep future territories inactive until they’re ready to use.

Congratulations! You’re now ready to use the Rotor mobile map to manage territories, track door activity, revisit customers, bulk assign pins, and generate new leads efficiently, all from your phone.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.

Related articles

• Mobile: Quick Guide — app navigation basics

• Map, Pins & Territories — the same map on desktop, plus pin settings

• Leads — work the leads you drop in the field

• Team Members & Seats — member colors and roles behind assignments