1. Logging into FieldInsight
Open FieldInsight in your browser.
Enter your login credentials and sign in.
Find Map in the left-hand side menu.
2. Viewing Jobs on the Map
A. View Jobs on the Map - Now
Go to Map > Now to see jobs for a specific date.
Use the filtering options to:
Show scheduled and unscheduled jobs.
Select specific technicians or units.
Show vehicles only.
Click Show to display jobs.
Use the Show new address feature to search for a new location and add jobs directly on the map.
Zoom in/out to see jobs as needed.
B. View Jobs on the Map - Jobs
Go to Map > Jobs to see jobs over a selected time period.
Use additional filtering options, including:
Scheduled period (start and end date).
Technician, status, job type, region.
Click Show Jobs to display the filtered jobs.
Zoom in/out to see job locations.
C. View Jobs on the Map - Planner
Navigate to Map > Planner.
View jobs by different timeframes:
Year, Month, Twelve Weeks, Week, or Day.
Set filters for:
Job Type, Technician, Region, Project, Customer, PO Number, Workflow, Job Status.
Jobs are grouped using red circles, which indicate the total number of jobs in an area.
Zoom in/out to see individual jobs.
3. Viewing Jobs by Different Timeframes
A. Yearly View
Displays all months starting from the specified start date (e.g., April to March).
Clicking on a month’s box filters jobs for that period.
B. Monthly View
Displays all weeks within the selected month.
Clicking on a week’s box filters jobs for that period.
C. Twelve-Week View
Displays jobs in twelve-week segments.
Clicking on a week’s box filters jobs for that period.
D. Weekly View
Shows jobs week-by-week.
Allows for technician utilization tracking.
Drag-and-drop jobs to:
Change job dates.
Assign jobs to different technicians.
E. Daily View
Used for route planning.
Shows jobs for a specific day.
Allows drag-and-drop functionality for rescheduling.
4. Planning Routes for Technicians
A. Initial Route Planning
Go to Map > Planner.
Select View by Day and pick the Start Date.
Ensure that jobs are already assigned to technicians.
Click Plan Route.
The system calculates the best route, considering:
Start and End times.
Assigned jobs.
Travel hours.
B. Configuring Route Settings
Set:
Start Time.
Start Address.
End Address.
Click Plan.
Review the generated route.
Note that the job order may change from the original assignment.
The system will automatically update travel hours and adjust job start and end times.
C. Verifying Routes
As the Scheduler, check the planned route.
Verify the route from the technician’s mobile device.
D. Planning for Another Technician
Repeat the steps in Route Planning for another technician.
Configure the Start and End Address.
Click Plan.
Verify the new route.
5. Additional Features
A. Viewing Job Pins
Zoom in to see job pin locations labeled from A to Z per technician.
Pin colors correspond to different technicians.
Click a pin to view job details.
B. Switching to Satellite View
Toggle the Satellite View option to see real-world imagery.
C. Filtering by Status
On the Planner Page, job pin colors are based on status.
Status colors can be configured via Job Navigator.
6. Key Takeaways
✔ Use Map > Now for daily job views.
✔ Use Map > Jobs for longer timeframes with more filtering options.
✔ Use Map > Planner for route optimization and scheduling.
✔ Utilize drag-and-drop to reschedule jobs efficiently.
✔ Plan technician routes using the Plan Route function.
✔ Verify routes on the scheduler and mobile devices.