Understanding Main Menu
The main menu is where you access the main areas of the Hellotracks Business web dashboard. From here, you can navigate to real-time tracking and location history, job management, team management, analysis and reporting, insights, messaging, and settings.
Menu Overview:
- Location - Access your team’s location data in Live and Location History.
- Dispatch - Create, assign, and manage Jobs for your field team.
- Manage - Manage your Members, Teams, Places, and Zones.
- Analyze - View Statistics, Reports, Timesheet, and Activity Log for your team.
- Insights - Access Forms, Alerts, Uploads, and Heat maps.
- Messages - Send and view messages for your team.
- Settings - Manage your personal and company settings, API & Integrations, billing, and support.
Location
Access your team’s location data in Live and Location History.
- Live
Track your team in real time on the map.
Step 1: Go to Location.
Step 2: Select Live.
- Location History
Switch between Trips and Stops to review recorded routes and stops, or Timeline for a chronological view of your team’s activity.
Step 1: Go to Location.
Step 2: Select Location History.
Step 3: Select a team member and date.
Step 4: Switch between Trips and Stops and Timeline.
Dispatch
Create Jobs, track progress, and optimize routes for your team in the field.
A Job is a task or assignment that is performed at a single location. Administrators and Operators dispatch them to Workers, along with necessary information for the Job to be carried out. To learn how to create a Job, click here.
Step 1: Go to Dispatch.
Step 2: Select All.
Step 3: Select a team member to get a better overview and optimize route.
Manage
Manage your Members, Teams, Places, and Zones.
- 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.
- Teams
Create teams with Workers and assign Operators to manage them.
Step 1: Go to Manage.
Step 2: Select Teams.
• Places
Capture your team’s check-ins and check-outs at frequently visited locations or Job sites.
Step 1: Go to Manage.
Step 2: Select Places.
- Zones
Define larger areas on the map for check-ins and alerts.
Step 1: Go to Manage.
Step 2: Select Zones.
Analyze
View Statistics, Reports, Timesheet, and Activity Log for your team.
- Statistics
See performance metrics across your team, Jobs, and locations.
Step 1: Go to Analyze.
Step 2: Select Statistics.
- Reports
Export various types of reports.
Step 1: Go to Analyze.
Step 2: Select Reports.
- Timesheet
View your team’s clock-ins and clock-outs from the mobile app.
Step 1: Go to Analyze.
Step 2: Select Timesheet.
- Activity Log
Track all activities performed by your team.
Step 1: Go to Analyze.
Step 2: Select Activity Log.
Insights
Access Forms, Alerts, Uploads, and Heat map.
- Forms
Create forms for your team to fill out that can be linked to Places and Jobs.
Step 1: Go to Insights.
Step 2: Select Forms.
- Alerts
Configure alerts to receive automatic notifications for important events.
Step 1: Go to Insights.
Step 2: Select Alerts.
- Uploads
View image attachments uploaded by your team from their assigned Jobs.
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.
Messages
Send and view messages for your team.
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
