Spiro Routes - How to Configure for New Customers

Enabling Spiro Routes requires a small amount of configuration to ensure account data displays correctly on the map and that priorities are surfaced appropriately.

Follow the steps below when onboarding a new customer to Routes.

1. Enable Routes and Allow Location Processing

Once Routes is enabled for a user, Spiro automatically begins locating and storing GPS coordinates for all companies in the database.

  • Spiro processes approximately 1,000 company locations per minute.
  • Total processing time depends on the number of companies in the system.
  • During this process, accounts will gradually begin appearing on the map.

No manual geocoding is required. Spiro handles this automatically once the feature is enabled.

2. Configure Assistant Rules for Map Priorities

Routes relies on Assistant rules to determine which accounts are highlighted on the map.

These rules drive the “chips” shown on accounts, which help reps quickly identify:

  • Overdue visits
  • Customers who have not ordered within expected timeframes
  • Accounts with open opportunities
  • High-priority or strategic accounts

Work with the customer to define what makes an account “important.” Then configure Assistant rules to reflect those business priorities.

These rules can be adjusted at any time and may change as business goals evolve.

3. Ensure Customer Status Field is Properly Populated

Spiro Routes uses the standard Customer Status field for:

  • The map legend
  • Account color coding
  • Status visibility on the account details page

If the customer already uses the standard Customer Status field, no additional configuration is required.

If they use a custom field instead:

  • Create Assistant rules that automatically update the standard Customer Status field
  • Map their custom field values to the appropriate standard statuses

This ensures consistent visualization and accurate map filtering.

4. Create and Save a Sample Route

Before training or go-live, work with the customer to:

  • Build a sample route
  • Optimize it
  • Save it

Important: Only saved routes are visible in the mobile app.

To test the full experience:

  1. Open the mobile app
  2. Start a saved route
  3. Confirm Google Maps navigation launches
  4. Test activity logging (typing or dictation)

This allows the rep to experience real-time note logging and navigation before using Routes in the field.

Implementation Checklist

For quick reference, onboarding is complete when:

  • Routes is enabled
  • GPS coordinates are processed
  • Assistant rules highlight key accounts
  • Customer Status field is correctly populated
  • At least one route is created and saved
  • Mobile routing and activity logging are tested