Understanding Main Menu

  1. Live Map

  • Live Map

  1. Timeline

Know what has happened with workers at any time with the Timeline feature.

Step 1: Hover over the Location menu

Step 2: Select Timeline

  • Step 3: Choose a worker to see their timeline. 

  1. Tracks & Stops


View every route in one list with the Tracks feature.

Step 1: Hover over the Location menu.

Step 2: Select Tracks & Stops.

Step 3: Choose the worker/operator/administrator track you would like to see from the drop-down list.


Step 4: To view only Stops, use the green buttons to filter for tracks and stops (place, jobs, pauses)

  1. Jobs & Data

The Hellotracks Dispatch feature allows operators/administrators to dispatch workers. The Dispatch feature allows you to see estimated travel time for a worker's day route, optimize their route and simulate routes.


Step 1: Hover over the Location menu

Step 2: Select Jobs & Dispatch

  • Jobs

The Hellotracks Jobs feature allows operators/administrators to assign tasks to workers. A “Job” contains customizable task information such as location, date, materials needed, etc. Employees or "Workers" in the field automatically check in upon their arrival at the job site.  A worker’s day route consists of a list of jobs, which can easily be optimized to reduce travel time.

  • Dispatch

    The Hellotracks Dispatch feature allows operators/administrators to observe a worker's schedule. Dispatch shows a lot of information and allows operators/administrators to optimize routes, change route settings, manually update jobs, manually re-organize jobs, locate your workers, change job information and track job completion. Other information is also available.

  1. Manage

  • Team

Employers can manage their employees tracking and connectivity statuses using the Hellotracks Team page. The Team page is where employers can customize settings such as adding or deleting users and updating employee information.


Access the Team menu

Step 1: Hover over the Manage menu

Step 2: Select Team

Step 3: Select Teams

  • Members

You can create members via two methods, importing members via a spreadsheet or adding a member with the +Member button. Use the Members tab to track your members, their status, role, and what teams they are assigned too.


Access the Team menu

Step 1: Hover over the Manage menu

Step 2: Select Team

Step 3: Select Members


Access the Places & Zones menu

Step 1: Hover over the Manage menu

Step 2: Select Places & Zones

Step 3: Select Places

  • Zones

Hellotracks customers typically use Zones to assist in clustering Jobs for auto-assigning. Zones are customizable polygonal regions within the map that provide clear visualization of a company's differing regions. It is possible to set alerts upon entering or leaving a zone.


Access the Places & Zones menu

Step 1: Hover over the Manage menu

Step 2: Select Places & Zones

Step 3: Select Zones

Access the Settings Menu

Step 1: Hover over the Manage menu

Step 2: Select Settings

  • My Settings
    • My Settings covers your profile settings specifically: status, routing settings (travel mode, start time), set your working hours and Settings (language, measurement, time format).
  • Company Settings
    • My Company settings covers the specific information for your organization/company: including company profile (email, phone and website information, address, etc.) , company settings (location data, mobile settings, etc.), Member permissions (permissions for operators, administrators, etc.), job settings.
  • Billing
    • Billing information gives information for billing including: invoices, number of license's, payment method, etc.
  • Sign Out

  1. Analyze

  • Dashboard

The "Dashboard" shows the most recent team activity such as:

  • The total number of members who are "On the Way", "Stationary", or "Halted."  
  • Mileage that has been covered so far
  • Job Performance Percentage
  • On-time jobs and delayed jobs

Access the Dashboard

Step 1: Hover over the Analyze menu

Step 2: Select Dashboard

  • Reports

Step 1: Hover over the Analyze menu

Step 2: Select Reports

  • Timesheet

The "Timesheet" shows your worker's working times for the chosen date.


Step 1: Hover over the Analyze menu

Step 2: Select Timesheet

  1. More

  • Forms

    • Access the Forms Input menu

      Step 1: Hover over the More menu

      Step 2: Select Forms 

  • Alerts

    • Customize Alerts to receive automatic notifications about your team in the field. Alerts are conditional actions that occur based on a set of if conditions you determine (e.g., check-ins).


Step 1: Hover over the More menu

Step 2: Select Alerts

  • Messages

    • Synchronize communication across the platform.

Step 1: Hover over the More menu

Step 2: Select Messages

  • Heat Map

    • Visualize movement over a long period of time with the Heat Map feature.

Step 1: Hover over the More menu

Step 2: Select Heat Map


  • Activity Log

    • Access the Activity Log menu

      Step 1: Hover over the More menu

      Step 2: Select Activity Log

  • Uploads

    • Access the Uploads menu

      Step 1: Hover over the Jobs menu

      Step 2: Select Uploads

Step 3: Choose the date on which the upload happened


  • Integrations

Synchronize information across all platforms including but not limited to: Google Calendar, Slack, Etc.

Access the Integrations menu

Step 1: Hover over the More menu

Step 2: Select Integrations

  • Help Center

Step 1: Hover over the More menu

Step 2: Select Help Center

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