Region Pilot — A smarter route to sales.
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Quick Log Contact
Trip stops & appointments — anchored items are bold, drafts are lighter.
Trip Planner
Multi-day route planning
Layers
Map Legend
Required stop
Planned stop
Click any dot to add it
to the active trip
Map Tools
Active Dealer
Market Demographics
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Settings
Pipeline
Nearby & Pipeline
Nearby radius
How far an account’s Nearby tab looks for other leads & dealers
miles
Follow-Up Display
How to show overdue follow-ups
Active Funnel Starts At
Default for Hot Leads tab
Follow-ups
Default Check-in Frequency
How often to nudge each dealer when no per-dealer override is set
days
When a Lead’s Sequence Ends
What to do once a lead has run through every follow-up step
App Defaults
Default Mode on Open
Which app opens when the page loads
Preferred View
Cards or List — applied wherever both are available, and shown first in the toggle
Email
Email Open Tracking
Track when recipients open my emails
Records opens for formatted (HTML) emails composed in Region Pilot. A 1×1 pixel is embedded at the bottom of each tracked send; opens roll up on the Email → Tracking tab.
Email Signature
Signature (HTML)
Auto-appended to formatted (HTML) emails generated by the app — Ask-for-forecast and any future rich composer flows. If your company has a corporate signature, paste it here. Otherwise click “Generate one for me”.
Signature (Plain Text)
Used for mailto: sends (check-ins, single-dealer emails). Auto-derived from the HTML signature on save — edit only if you want a different plain-text version.
When this is used: the HTML signature is appended just above the unsubscribe link / branding footer in formatted emails. The plain-text signature lands at the end of mailto: bodies. Leave both blank to send without a signature.
Show “Powered by Region Pilot” footer
A small grey line at the bottom of formatted emails, just below your signature. Open tracking is independent — it stays on whether this is shown or hidden.
Routes
Home Base
Default Start Address
Where every trip starts and ends. We validate this against the map after you tab away.
Typical Depart
When you usually leave
Typical Return
When you want to be home
Daily Schedule
Working Hours
When you can meet with clients
–
Travel Hours
When you're willing to be on the road
–
Max Driving per Day
Cap on driving hours per day
Meal Durations
Meal Solo With a lead With a dealer
Lunch
Dinner
Meal Windows
When you’d ideally eat. The planner targets the preferred time but can shift within the window if visits demand it.
Meal Earliest Preferred Latest
Lunch
Dinner
Visit Durations
How long a typical visit takes by pipeline stage. Type a number of minutes — or shorthand like 1h15.
Stage Identified Intake Engaged Prospect Committed Active Dealers
Visit duration
Dealer Visit Frequency
How often to visit each dealer (override per record)
Round Meeting Times
Pad each appointment so it starts on a clean interval (e.g. 5 → 3:00, 3:05, 3:10). Subsequent meals, drives, and stops shift forward. Takes effect on the next plan build.
Trip Composition
Aspirational visit mix per trip type — what percent of each trip should be leads vs. dealers. The planner tries to honor these and relaxes automatically when the corridor is sparse.
Target per trip Grow Regular Maintain
% leads % % %
% dealers % % %
Default trip type
Used when you create a new trip
Ranking Style
Nudge how the planner ranks candidates. These are guidance, not absolute rules.
Sort leads toward:
Sort dealers toward:
Balance priority and distance:
Preferred Hotel Chains
Which chains do you usually stay at?
Pick the ones you stay at most. When the trip planner finds an overnight stop, it’ll look for these chains nearby on the map and link directly to each chain’s booking site with your dates pre-filled. Live availability and pricing live on the chain’s own site — the linkout opens their real-time search with your destination and check-in date already in place.
Add a chain not on the list
Boutique, regional, or independent — anything that appears on OpenStreetMap by name will match. Type the brand name as it usually appears on the marquee.
Search radius
How far from each overnight stop to look for matching hotels. Searches run automatically after a trip is built — results are cached so the Find hotels modal opens instantly.
Max nightly budget
Your spending cap per overnight stay. We don’t auto-fetch live rates (yet) — after picking a hotel you’ll enter what you paid, and we’ll track savings against this budget in your performance reports. Set 0 to disable budget tracking.
$/night
Loyalty / rewards numbers live on each chain card above — notes-only reminders that surface next to that brand’s booking link so you enter the right number on its site.
Onboarding
Dealers
How this works. Rename field labels or edit individual options. Renaming an option migrates every record that already uses that value — no need to delete and re-add. Removing the last option from Pipeline Stages is blocked since the planner needs at least one to bucket candidates.
Reports
Mission Briefing
Default time window
How far back the report looks for activity
Scheduled Delivery
Email me the report
Generates and emails the report on a recurring schedule
Day of week
Time
Company
Company Profile
Company Name
Industry
Website
Company Address
Used in contracts and other documents
Product Unit Label
Singular name for your product (e.g. Hot Tub, Pool, Bike)
Product Unit Label (plural)
Plural form (e.g. Hot Tubs, Pools, Bikes)
Average wholesale price
Computed from your real sales (qty-weighted unit price) — drives the pro-forma revenue in Reports. Choose how it's averaged.
Invite a teammate
Add a seat to your team or refer Region Pilot to someone. Teammate seats require a Team plan — you’ll be prompted to upgrade if you’re solo.
Data
Import / Export
Import a spreadsheet
Excel or CSV. Region Pilot will pick the right destination (leads, dealers, or a mixed sheet) at the next step.
Export your data
Download a full snapshot of your leads, dealers, and sales as a file you can keep.
Calendar sync
Subscribe your phone’s calendar app to your live trip stops + appointments. Tap Sync in the Calendar toolbar, or use the subscription URL in Account settings.
Archived Records
View the archive
Archived leads and dealers live here — out of every list, count, report, map, and email audience. Restore one with a click, or delete it forever.
Email Maintenance
Blast ledger
List every email blast in your cloud account by send count + status, surfacing untracked blasts (sends with no matching campaign record — the phantom-blast footprint). Void a blast to permanently delete its tracking rows (and any comm touchpoints) behind a count-confirm.
Account
Profile
First name
Last name
Title
e.g. Territory Manager, Regional Director
Schedule Saved
Working days
Used to calculate your activity percentage. Days you don't work won't count against you.
Sign-in & Security
Email
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Change →
Password
Change your password
Change →
Two-Factor Authentication
Require a 6-digit code from an authenticator app on sign-in
Manage →
Plan
Subscription
View your plan, change tiers, update billing
Manage →
Calendar Subscription
Subscribe your personal calendar (Apple / Google / Outlook) to your Region Pilot schedule. Upcoming check-ins, trip stops, and appointments appear alongside your other calendars — read-only, updates ~hourly.
Apple Calendar (Mac/iPhone) — File → New Calendar Subscription… → paste URL → pick refresh frequency.
Google Calendar — Other calendars → + → From URL → paste URL.
Outlook — Add calendar → Subscribe from web → paste URL.
Edits in your calendar app don't sync back — manage your schedule in Region Pilot. If you ever need to revoke this URL, contact support.
Booking page
Let leads and dealers book time with you from a shareable link — like a personal scheduling page. Set your availability here now; your public link is being activated and will appear below once it’s live.
Your public link is activating. Once it’s ready it will show here as regionpilot.com/book/your-slug — your settings below are saved and ready for it.
Booking link name
The short word at the end of your link. Letters, numbers, and dashes only.
Day starts
Earliest time a lead can book.
Day ends
Latest time a lead can book.
Slot length
How far apart bookable start times are.
Default meeting length
How long each booked meeting runs.
Buffer between meetings
Padding kept free after each meeting.
Available days
Leads can only book on these days. Seeded from your working days.
Default video link
Pre-filled on bookings (Zoom, Meet, Teams, etc.). Leave blank for in-person.
Sign-in Methods
Link a Google, LinkedIn, or Apple account to sign in with one click — no password to remember.
App tour
A one-minute walk through the main areas
Danger Zone
Irreversible account-level actions — clear all data, delete your company, or delete your account. You confirm your password first, then each action asks again. There is no undo.
Enter Danger Zone
Clear data, delete your company, or delete your account
Enter →
Your changes are saved automatically. Done returns to the app.