Location History

‘Location History’ button will allow the managers to view the routes that have been travelled by the reps/resources in the past. To do this, they can click on the ‘Location History’ button on the tooltip card, select the required date and click on search. Users can also select the time if they want to view the history between a specific duration on the selected date.

Sales and Other Modules

Clicking on the rep’s pushpin opens up the tooltip card. The below screenshot shows the tooltip card for the Sales rep Robert H. Users can click on the highlighted button of Location History and select the date & time required and click on Search.

This will show the route assigned to the respective rep to follow on the selected date as well as the route that was actually travelled by the respective rep. Here we can see that Robert H is travelling the exact route that was assigned to him. Users can view the information of Appointment Timestamps on the Summary card opened up for the respective rep. They can also hover on the rep pushpin to see the details. User can also click on ‘View Data’ button to view the details of the reps.

User can go to the Layer Menu and use the toggle button to show/hide the route being tracked for the selected date and the route that was assigned to the rep.

Users can go to the Direction card to select the reps required from the list there and click on Today’s plan or Location history button to view the tracked information for the respective resource.

Field Service

Clicking on the resource pushpin opens up the tooltip card. The below screenshot shows the tooltip card for the resource Sam K. Users can click on the highlighted button of Location History and select the date & time required and click on Search.

This will show the route assigned to the respective resource to follow on the selected date as well as the route that was actually travelled by the respective resource. Here we can see that Sam K had travelled the exact route that was assigned to him. Users can view the information of Booking Timestamps on the Summary card opened up for the respective resource. They can also hover on the resource pushpin to see the details.

Users can go to the Options within the Direction card to select the resource required from the list there and click on Today’s plan or Location history button to view the tracked information for the respective resource. If users are visualizing the tracking information for multiple resources or multiple days, each route will be plotted into different colors so as to be able to differentiate between individual routes. Further users can close the Summary card to remove the tracking information for the respective resource from the map. Thus, users can track resources in the following ways.

• Single resource for multiple days

• Multiple resources for single day

• Multiple resources for multiple days