If you have GPS tracking included on your plan, you are able to locate your employees on a live map from the web portal.
Follow these steps to enable your GPS tracking:
1. Click into your 'Account Settings' in the upper right corner of the web portal
2. Click 'Business Hours'
3. Set your Company Hours
Once you've input your business hours, you can click on the 'Map' icon in the navigation bar to view your employee's locations (during business hours).
Business hours MUST be set in the system for your employees to show on the map.
Employees MUST have their location services turned on for the Housecall Pro app, as well as their phone.
Things to know:
The map is not updated live, this is in order to save your phone's battery life and your phone bills (think data)!
It will auto-update every few minutes to reflect the current employee location.
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'.
To add the Employee GPS feature, please chat in through the blue chat button in the bottom right corner of your account.
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.
View Today's Jobs on Map:
You can also use the Map to see today's jobs so you can get an idea how to best optimize your technician's routes!
Your employee's picture will appear (along with their employee color) to easily see who's assigned to which job
A pin will appear on the map at the service address for today's job
The job/invoice number & address will appear when you hover over the pin
It's a great way to view Today's jobs on an easy to view map format that can also help you get an idea of how to best optimize your technician's routes for the day!
Time Tracking Overview - how to enable, clock in/out in the field, where to view reports
Check out these tips on attracting great employees to your company.