Maps play a crucial role in field service management by providing visual representations of Technician locations and current job progress, leading to improved customer satisfaction, reduced costs, and better overall service delivery.
FieldSync Maps can be found on the left-hand menu and will display information for the current day.
Active Technicians will be listed to the left under Employees.
Click ‘View’ for the desired Technician to see their current location in relation to their assigned Jobs and Estimates.
In the Employees column, the Technician's location is determined by the location data from the phone or tablet used for app access. For optimal accuracy, the device should have an enabled data plan. Relying solely on Wi-Fi can result in issues regarding location accuracy.
Once a Technician has been selected their schedule for the day will be displayed showing the current status of each Job or Estimate.
To access Job details, click the Job number on the map. From the resulting pop-up click the hyperlinked job number.