Understanding Main Menu
Live
Track real-time activities of your team on the map.
Dispatch
Assign tasks to field staff. Easily allocate Jobs, track progress, and optimize routes.
Step 1: Go to Dispatch.
Step 2: Select All jobs.
A Job is a service ticket for any type of task such as work, pick-up or drop-off, which is performed at one single location. Administrators and Operators dispatch them to Workers, along with necessary information for the tasks to be carried out. To learn how to create a Job, click here.
Step 3: Select a team member to get a better overview and optimize dispatched Jobs.
Timeline
Know what has happened with your team at any time.
Step 1: Go to Timeline.
Step 2: Select a team member to see their timeline.
Location History
View every route in one list.
Step 1: Go to Location History.
Step 3: Select a team member to track their route.
Manage
Team
Add members and assign them roles: Administrator, Operator or Worker. To learn about the difference between each role, click here.
Step 1: Go to Manage.
Step 2: Select Team.
Step 3: Select Members.
Step 4: You can add members in two ways: import them via spreadsheet or use the + New Member button.
Create a team with Workers and designate an Operator to supervise and manage the members and their field activities.
Step 1: Go to Manage.
Step 2: Select Team.
Step 3: Select Teams.
Step 4: Click + New team.
Places & Zones
Places
Capture your team’s check-ins and outs at frequently visited locations or Job sites.
Step 1: Go to Manage.
Step 2: Select Places & Zones.
Step 3: Select Places.
Zones
Create customizable polygonal regions within the map to cover larger areas. It is also possible to set alerts upon entering or leaving the area.
Step 1: Go to Manage.
Step 2: Select Places & Zones.
Step 3: Select Zones.
Forms
Create forms for your team to fill out that can be linked to Jobs or Places.
Step 1: Go to Manage.
Step 2: Select Forms.
Settings
Step 1: Go to Manage.
Step 2: Select Settings.
- My settings: Customize your profile preferences and settings.
- Company Settings: Administer your company profile, member permissions and Job settings.
- Billing: Handle billing information for your company account.
- Sign Out
Analyze
Statistics
Analyze data and performance of your team, Jobs and locations.
Step 1: Go to Analyze.
Step 2: Select Statistics.
Reports
Generate and export various types of reports.
Step 1: Go to Analyze.
Step 2: Select Reports.
Timesheet
View your team's clock ins and outs in the mobile app.
Step 1: Go to Analyze.
Step 2: Select Timesheet.
Activity Log
Keep track of all the activities from your team.
Step 1: Go to Analyze.
Step 2: Select Activity Log.
More
Alerts
Customize alerts to receive automatic notifications about your team’s field activities.
Step 1: Go to More.
Step 2: Select Alerts.
Messages
Synchronize communication across the platform.
Step 1: Go to More.
Step 2: Select Messages.
Heat Map
Visualize movement over a long period of time.
Step 1: Go to More.
Step 2: Select Heat map.
Uploads
Access all image attachments uploaded by your team in the field.
Step 1: Go to More.
Step 2: Select Uploads.
API & Integrations
Automate tasks across all platforms, including but not limited to: API, Google Calendar, Slack, etc.
Step 1: Go to More.
Step 2: Select API & Integrations.
Help Center
If you need more assistance or have questions, you can go to the Help Center for detailed guides and resources.
Step 1: Go to More.
Step 2: Select Help Center.
Step 3: To contact us, click "?" icon at the bottom of the Help Center.