Map Planner

Drag and drop to schedule your jobs (unscheduled) on the map

Written by nina priestly
Updated over a week ago

If you have a full day of jobs, having the extra visibility of the map planner allows you to easily schedule your jobs efficiently.

Follow these steps for the map planner to help you plan out your jobs.

Open the map planner

On the left hand side menu, hit the Map button and select Planner.

In the map you can use the filters to search for your jobs. You can choose to filter your jobs by status or date.

Zoom in and out using the scroll wheel on your mouse or zoom in by double clicking on an area. As you zoom in you can see the individual jobs.

Click on the black square or hold down the shift key and click and drag to select several jobs in an area, you will see a dark square around the selected jobs. Then drag these into a time slot.

Once you have added your jobs into your months, you can click on the month time slot to go into more details and view the jobs for this month on the map. You can also click on the week to see your schedule in a week by week basis, or select multiple time slots at once.

Click on a job to view more details

Click on the job marker to show more details about a job. You can make changes to the job on the popup, click save to update the job details

Select what unscheduled jobs you want to see

Hit that little toggle in the first box on the left and choose from the dropdown menu what type of unscheduled jobs you would like to see: All jobs or Jobs within selected date range.

Plan Route

coming soon...

New feature to plan the route for the day, Click on the plan route link and it will arrange the jobs for the day using the most efficient travel route. Save heaps of time by optimising your route for the day

Need help? Let's touch base. Just shoot us a message anytime. And, don't forget to share your thoughts and suggestions with us. Can't wait to hear your feedback! 😊

Did this answer your question?