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 task or assignment that is performed at one single location. Administrators and Operators dispatch them to Workers, along with necessary information for the task 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 and date to see their timeline.
Location
View every route in one list.
Step 1: Go to Location.
Step 2: Select a team member and a date to track their route.
Manage
Members
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 Members.
Step 3: You can add members in two ways: import them via spreadsheet or use the + New Member button.
Teams
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 Teams.
Step 3: Click + New team.
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
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 Zones.
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.
Insights
Forms
Create forms for your team to fill out that can be linked to Jobs or Places.
Step 1: Go to Insights.
Step 2: Select Forms.
Alerts
Customize alerts to receive automatic notifications about your team’s field activities.
Step 1: Go to Insights.
Step 2: Select Alerts.
Uploads
Access all image attachments uploaded by your team in the field.
Step 1: Go to Insights.
Step 2: Select Uploads.
Heat Map
Visualize movement over a long period of time.
Step 1: Go to Insights.
Step 2: Select Heat map.
Settings
Manage your settings and preferences with the following options:
- My settings: Customize your profile preferences and settings.
- Company Settings: Administer your company profile, member permissions and Job settings.
- API & Integrations: Automate tasks across all platforms, including but not limited to: API, Google Calendar, Slack, etc.
- Help Center: Find detailed guides and resources to answer your questions or get additional support.
- Billing: Handle billing information for your company account.
- Sign Out
