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.
- Check the Edition-based availability of
Map ViewEnable Location Tracking
Location tracking will be enabled in the mobile app in the following two scenarios:
- User checks-in to the mobile app
- User creates a trip from the mobile 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 -
.
Hover over
to view the details of the time when the location information was last updated.
Filters
Use the following filters to choose the field agents whose location you need to view.
Service Resources filter: Upon selecting a field agent or crew from this filter, their last known location will be highlighted in the map. The
symbol next to the field agent indicates that the location of the field agent is unknown.
The field agents in the Service Resources filter can be filtered based on their territory and skill. You can use the skills as a criteria to filter the field agents under a territory.
Filter Locations: The filter Show User location is for displaying the last known location of the field agents. This filter will be checked by default.
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:
- Logged in user:
- Assigned Field Agent:
- 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.