Enable Employee GPS Tracking
If you have Employee GPS tracking included in your plan, you can locate your employees on the HCP Map from the web portal.
To enable the Employee GPS Tracking feature:
Ensure that your business hours are set up in the system by navigating to your Account Settings (click on the Gear icon in the top right corner of your HCP web portal).
Select 'Business Hours' from the menu on the left.
Verify that your business hours are set up and correct, or set your business hours by clicking the blue 'Edit' button in the 'Operating hours' section at the top, then click the blue 'Save' button in the Operating hours window.
Once you've set up and verified your business hours, you can click on the HCP Map icon in the top navigation bar of your account to view your employees' locations during business hours.
You will now also see a map on the left side of the Job Details page, showing you the service location (colored pin) and the current location of the technician(s) assigned to that job.
View Today's Jobs on the HCP Map
You can use the HCP Map to see today's jobs so you can get an idea of how to best optimize your technicians' routes!
To view today's jobs on the HCP Map:
First, click on the HCP Map icon in the top navigation bar of your account.
You will be directed to the HCP Map, and your employees' pictures will appear (along with their employee colors) to easily see who's assigned to which job.
A pin will appear on the map at the service address for today's jobs.
The job/invoice number & address will appear when you hover over the pin.
Requirements & Things to Know
Business hours MUST be set in the system in order to use the GPS function and for your Employees to show on the map.
Employees MUST have their location services turned on for the Housecall Pro app and their device(s).
While this map is not updated live, it will auto-update every few minutes to reflect the current employee location. This is to save your phone's battery life and your phone bills (think data)!
Employees will show on the map only during listed business hours. However, if an employee is assigned a job outside of normal business hours, they will still appear on the map 1 hour before the start of the job until it is marked as 'Finished'.
By pressing 'Customers' and selecting 'All Customers' you will see a semi-translucent blue pin for every customer in your database. This can be used to see the concentration of customers in a given area.
To add the Employee GPS Tracking feature, please chat in through the blue chat button in the bottom right corner of your account.
Please note: Employee GPS Tracking and Vehicle GPS Tracking are separate features.
If you'd like to learn more about Vehicle GPS Tracking, check out our Vehicle GPS Tracking: Overview Help Article, or chat with us through the blue chat bubble in your HCP account.
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