Location History and Visit Reports: Verify Where Work Was Done
This guide explains how to use Location history and Reports to see where your team has been during the day and verify where work was done.
In Location history and Reports, you can:
- see everyone's day at a glance and who needs a look
- follow one person's day stop by stop, with the time spent at each job or place
- review trips and stops in a table
- download visit reports
Note: Location history now has three views: Field (everyone), Day (one person) and Trips (a table of trips and stops). They replace the Trips and Stops and Timeline views.
Location history
Step 1: Go to Location from the main menu, then select Location history.
It opens on Field: one row per person, grouped by team, with their stops along the day.
Step 2: Pick the day with the arrows next to the date at the top.
The line above the rows sums up the day: how many people were out, jobs, time on site and distance driven. Below it, Field points out who needs a look, for example people with gaps in their location, trips to review or a late start.
Step 3: Click a person's name to open their day.
Step 4: In Day, follow the day from the moment the person left home until they came back.
Each stop has a letter (A, B, C…) that you also see on the map. It shows when the person arrived, how long they stayed and until when, and whether it was At a job or At a place. A pause anywhere else shows the street and Stopped. Between two stops you see the distance and the minutes driven. The bar at the top shows the whole day against the working hours.
Step 5: Click a stop, then click Open job (or Open place) to see what happened there: status steps, check-ins, photos, signature and form answers. The job opens in a sheet on the right.
Step 6: To see the same day as a table, click Trips. Use All, Trips or Stops above the table to show trips and stops together or only one of them.
Stops are categorized as At place, At job, or Stationary (outside defined locations).
Note: Field and Day always show one day. To look at several days at once, use Trips and click Range next to the date.
Reports
After reviewing Location history, you can create visit reports to keep records of visits, time spent at locations, and completed work.
Step 7: Go to Analyze from the main menu, then select Reports.
This is where you can access and download visit reports.
Step 8: In All reports, select the report type you want to create.
To help you choose, see Types of Reports for details about each available report type. Examples include:
For trips:
- Mileage report
For stops:
- Check-ins
- Stops
- Place on-site times
- On-site times of your team
For trips and stops:
- Worksheet
- Time allocation report
Step 9: Click Select members and pick the members, or choose By places and pick the places, then click Accept.
These options vary by report type. If they don't appear, skip this step.
Step 10: In Dates, select the first and the last day for the report.
Step 11: Select the Format.
Available formats vary by report type.
Step 12: In Columns, click the number of selected columns (for example 39 selected) to reorder, rename, or remove columns and define the data included in your report.
These options vary by report type. If they don't appear, skip this step.
Step 13: Click Run to create the report.
That's it. You can now use Location history and Reports to verify where work was done, keep reliable records of visits and time spent at locations, and share proof of completed work when needed.