Zoho FSM | Live Tracking of Agent Location

Live Tracking of Agent Location

In Zoho FSM you can track the GPS location of the field agents. Knowing the location of the field agents will help in assigning the appointments to the agent closest to the service location. The location of the field agents will be visible in the Maps view of the Dispatch Console in the Zoho FSM web app.
 
- Permission Required: Dispatch Console
- Check the Edition-based availability of Map View

Enable Location Tracking

Location tracking will be enabled in the mobile app in the following two scenarios:
  1. User checks-in to the mobile app
  2. User creates a trip from the mobile app
When the field agent checks-in to the Zoho FSM mobile app, the location tracking will be enabled. Follow the steps below to enable location tracking in the FSM mobile app:
  1. Tap Check-in.



  2. In the Android app, tap Yes in the app permissions dialog. In the iOS app, either tap Allow Once, or Allow While Using App.

         

  3. Tap Allow to enable the Location permission for the app.



  4. Tap Ok to turn on the device location.



    The location tracking is now enabled. When the user checks-out of the app, the location tracking will stop.

    In Android                                                              In iOS
         

Troubleshooting

Live tracking of the agent location can be hindered because of the following reasons:
  1. The location permission is disabled in your FSM app. To enable the location permission, in your app navigate to Settings > Permission settings > Permissions and enable the Location permission.



  2. The device location is disabled.



  3. The device is on low battery or airplane mode.
  4. The internet connectivity in your device is poor.

In Web App

The location tracking information captured through the mobile app will be used to show the location of the field agents in the Maps view of the Dispatch Console in the Zoho FSM web app. This location will be updated every 15 minutes. In the Maps view of the Dispatch Console, the field agent's last known location will be indicated by this icon - . The details (if present) of the time when the location information was last updated will be displayed under the service resource's name and email address.
 

Filters

The details of the filters for choosing the field agents whose location you need to view are mentioned here.

In Mobile app 

In the mobile app, following are the places where the location of the agents will be shown.

Address section

Within the map view of the Service Address in the Address section of the Overview tab in the Appointment Details screen, the service location will be indicated by this icon - 


Assigned Resources section


 
In the Assigned Resources section of the Overview tab in the Appointment Details screen, click  to view the last known locations of the agents and the service location of the service appointment. The following locations will be denoted by the respective icons:
  1. Logged in user: 
  2. Assigned Field Agent: 
  3. Service location:


Click  to pinpoint the location of the assigned field agent.

Trips 

The field agent can initiate trips that will capture the journey undertaken for travelling to a contact service location.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Inventory tracking using Zoho Inventory

                                                                                                          Inventory management is an integral part of any field services. Real-time information about the inventory in warehouses is crucial for work order management and the agents in the field. Inventory management is incorporated into Zoho FSM by leveraging ...
                                                                                                        • Error adding an agent to a crew - agent is already part of a crew

                                                                                                          Error Encountered Reason The agent you are trying to add to the crew is part of the same or another crew during the selected time. Resolution You can try one of the following options: Add the agent to the new crew but with a different Start/End Date ...
                                                                                                        • Tips - Mobile App

                                                                                                          Will the mobile app for the field ans work in offline mode? Yes, the field agents can use the FSM mobile (Android) app in offline mode. Is there an accept/deny option for service appointments in the mobile app? No, as of now there is no option to ...
                                                                                                        • Profiles and Permissions

                                                                                                          A Profile defines the set of permissions and accessibility within the application. In FSM, there are two types of profiles: Standard Profiles Custom Profiles Standard Profiles There are five standard or built-in profiles in the Zoho FSM application: ...
                                                                                                        • Editions and Pricing

                                                                                                          The details of the various Zoho FSM editions and their pricing details are mentioned below. Features Edition Free Standard Professional Fixed Base Price Free 30.00 USD (billed monthly) 45.00 USD (billed monthly) 300.00 USD (billed annually) 420.00 ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources