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.

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