Coordinators run the week on a grid in a spreadsheet and carry the geography in their head. Keep the grid. Add one formula and every visit is on a live map coloured by carer, so the 6am sick call and the new referral stop being a phone round.
The template is a normal rota sheet. Row 1 holds the map link. Every other row is a visit.
| Client | Address | Day | Window | Carer | Needs | Town |
|---|---|---|---|---|---|---|
| Client A | 12 Church St, Ripley | Mon | AM 07:00–10:45 | Amara | Female carer | Ripley |
| Client C | 45 Bridge St, Belper | Mon | Lunch 11:00–14:30 | Ben | Double-up | Belper |
| Client E | 22 Dale Rd, Matlock | Mon | Tea 15:00–18:30 | Chloe | Dementia trained | Matlock |
=INSTAMAP(A5:H16, "Week rota", "Carer")colours pins by the Carer column ·=TOWN(B6)fills the town from the addressCall windows, tolerances and travel norms are columns and checks, not settings buried in a system. The sample uses the common pattern; change them to yours.
Travel norms to check against: drivers 30 minutes between calls ideally and never over 50, walkers 20, same or neighbouring town, at least 5 minutes between calls.
A branch with 50 clients and 25 carers runs 200 or more visits a week. Coordinators spend 8 to 12 hours a week on the rota, and a sick call at 6am costs the best part of an hour. Every hard question in that hour is "who is near, and allowed?". That is a map question.
Download the rota template, install the free add-on once, and the map link appears in the sheet.