Understanding Main Menu


  1. Live Map

Track real-time activities of your team on the map.

  1. Dispatch / Jobs

Assign tasks to field staff. Easily allocate Jobs, track progress, and optimize routes.

Step 1: Go to Dispatch / Jobs.

Step 2: Select List of 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.

  1. 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. 

  1. Location History

View every route in one list.

Step 1: Go to Location History.

Step 2: Select Tracks & Stops.

Step 3: Select a team member to track their route.



  1. 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 All 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

Typically used to assist in clustering Jobs for auto-assigning, 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


  1. 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.



  1. 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.


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