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Using the Shared Map as a Client Deliverable

Best practices for professional client-facing route delivery via the live portal.

6 min read

The Shared Map Advantage

The Client Delivery Portal shared map is your most powerful client-facing deliverable. Unlike a static PDF, the live map lets clients explore the route, zoom into constraints, view photos, and share internally โ€” all from a link.

When to Use the Shared Map

  • **Pre-approval briefings** โ€” Share the route for client sign-off before finalizing permits
  • **Client progress updates** โ€” As survey work progresses, update the portal in real time
  • **Operations handoff** โ€” Share the portal with dispatch and convoy coordinators as the move execution deliverable
  • Configuring for Professional Delivery

    Branding โ€” The portal displays your project name and can include your company reference.

    POI Filtering โ€” Show only the constraint types relevant to the client's role. Operations teams may want all POIs; clients may only need high-risk clearances.

    Document Attachments โ€” Attach the Driver Briefing PDF, permit copies, and contact sheets directly to the portal so everything is in one place.

    Key Findings & Notes โ€” Use the editorial overlay to highlight the most important constraints, route decisions, or surveyor notes for the client.

    Client Experience

    Your client receives a single link. No download, no install, no account. They open it in any browser, on any device. They can pan and zoom the route, tap POIs for details, and see photos โ€” exactly as you configured it. The Advanced POI Filter lets them filter by load height to surface only the clearances that matter for their specific equipment.

    Tracking Portal Views

    RoadScope logs when the portal link is accessed, giving you visibility into whether your deliverable has been reviewed by the client.