GeoMap can be found by selecting the first icon in your navigation bar, then selecting 'GeoMap'. On the GeoMap page you will be able to manage your current staff locations and job locations all in one area. This can be really beneficial if you are managing dispatch or assigning emergency jobs to the nearest staff member.
For example: A locksmith has staff out in the field and gets an emergency job, the staff member in the office can determine which staff are near to the emergency job and assign the job to the correct staff member. This feature needs to work even when the app is not in the foreground to ensure accuracy of the staff members location.
How to get set-up for GeoMap
Note: GPS is only required if you want to view your staff on the map. Otherwise you can use the map for viewing jobs only without having your staff enable GPS on their phones.
If you do want to track your staff:
First, you need to ensure that your staff have GPS tracking allowed in 2 places on each device you'd like to track:
GeoOp App Settings - go the settings in the app and select "location tracking"
For foreground location tracking ensure "Foreground tracking" is enabled.
For background location tracking ensure "Route tracking" is enabled
Device Settings - Within your device settings you will find settings for GeoOp App. Here you will need to enable location access at a minimum "While Using the App".
Top Tips
Foreground tracking means the users GPS location will only be tracked whilst they are using the app. This is the same as your devices setting "While in the App"
Background tracking means the users GPS location will be tracked when the app is open but in the background. This is the same as your devices setting "Always"
Tracking will not occur if the app is force quit.
The shorter the interval chosen in the app, the more accurate your GeoMap will be
GPS tracking does take up battery, so make sure your staff always have a charger handy!
When is location captured?
If "Foreground tracking" tracking is enabled, the user's geolocation coordinates are captured when the user performs one of the following key tasks using the mobile app:
App launch / login
Job creation or update (job status, priority, address, etc.)
Add, edit or delete notes
Add, edit or delete charges (labour, part and payment)
Add, edit or delete bookings
Add, edit or delete forms
Add or delete job documents, quotes and invoices
This setting is enabled when Location Settings are set to "While using the app"
If "Route Tracking" is enabled, the user's geolocation cooridinates are captured even when the app is backgrounded. The user then has full control over which days of the week and times of the day background location tracking is enabled (by default this is set during work hours).
This will send your location whilst the app is background approximately every 1km you travel. The settings for this can be found in the mobile app under Settings > Location > Route Tracking (enabled)
This setting is enabled when Location Settings are set to "Always allowed"
Filtering and Customisation your GeoMap
Staff on the GeoMap
Staff locations appear as little coloured dots on the GeoMap - with the staff initials on the latest known location. you can use the slider at the top to change how far into the past you can see.
Clicking on any of the dots will give you information about when the staff member was recorded at this location, as well as contact details for the staff member.
To Add Staff to the map, select the staff you wish to add from the drop down list and Select "Add to Map". You can then remove them from the map, by clicking the minus next to their name.
Jobs on the GeoMap
These can be filtered by scheduled, Unscheduled or ALL, as well as then filtered by the job status. Each time you select some jobs, they can be added to the GeoMap with different coloured pins.
For example, you can selected all the unscheduled jobs with a 'confirmed' status to display with an Orange pin - while having all the 'In Progress' jobs displayed with blue.
Clicking on a job pin will bring up the details of the job and you can click straight through to the job card or client from here.
Changing the Timeframe Display
To change the time of Jobs and Staff locations to display, drag the left & right sliders at the top of the map. Click Apply when done.
When adding Job Pins to the map with timeframe:
This will filter by date the same way that the jobs list does - based on an intersection of bookings. The job has a start date (the first booking on the job) and an end date (the last booking on the job). For example, job ABC has two bookings which determine the start and end date:
Start Date: Jan 20 2024 15:30
End Date: Feb 25 2024 14:30
If you filter for -0days + 1day this means it will find any jobs that intersect with todays date or tomorrows date. For example lets say today is the 12th Feb 2024.
Because the 12th Feb (today) and 13th of Feb (tomorrow) fall within the start date of Jan 20 and the End date of Feb 25, this job and all its bookings will show on the map.
When adding staff to the map with timeframe:
This will add the staffs current location to the Map by showing their avatar or initials in a square. It will then also add a point on the map for each time their location has been tracked during the timeframe set.
Please note that location is only tracked when the staff is using the app, and at an interval per the users app settings. You can read more about that in this article.
GPS is only required if you want to view your staff on the map. Otherwise you can use the map for viewing jobs only without having your staff enable GPS on their phones.
