Accessing Map 2.0 is easy. Just go to the left-hand navigation and look for Map 2.0. Click this to open the new map.

Map 2.0 layout consists of three main areas:

The Map View shows Work Orders and Estimates according to the Date, Job Status, and Teams filters.

Jobs (Work Orders and Estimates) are represented by markers with the following appearance:

The icon and color combination provide a visual representation of the job status (In Progress, Suspended, Finished, etc.). The number represents the job's order in the sequence. Click on a job marker to focus the job in the Jobs List tab. From there you can see additional information about that job.

The Map also shows Team markers, similar to those shown in the existing Tracking and Map views.

If your business has signed up for Vehicle tracking through our ClearPath or GPS Insight Fleet Tracking solutions, then Vehicle markers will also be displayed on the map.

Vehicle markers are colored blue, with a green or red status dot indicating Ignition On (green) or Off (red). Click on a vehicle marker to focus the vehicle in the Vehicle List tab. From there you can see additional information about the vehicle, and even open that vehicle in your Fleet Tracking application.

To reset the map zoom to show all Job, Vehicle, and Teams markers, click the Zoom all markers button on the bottom right.

The Jobs List contains Work Orders and Estimates according to the date, job status, and team filters.

Click on a Job in the list to zoom and center the Map Pin for the Job.

Each Job Cell in the list shows key information about that job:

You can see additional job details by clicking on the > symbol in the list entry:

This will open the Job Details drawer which contains additional information about the job and allows you to edit basic scheduling information.

From the Details drawer, you can update the following fields:

If you need to make further updates, such as Line Items, Custom Fields, Notes, etc., click the link to the Work Order or Estimate to open it in a new tab.

The Vehicles List contains a list of vehicles based on your Vehicles filter. The List of Vehicles matches the vehicle markers displayed on the map.

Click on a Vehicle Cell in the list to zoom and center the corresponding vehicle marker in the map view.

To view additional information about a vehicle, click on the > symbol to open the Vehicle Details Drawer.

To open this vehicle in your tracking application, click the more info link at the bottom left of the drawer.

Franchises

If your business is a Franchise and you have access to multiple companies, you will see a Company Filter, which allows you to switch between some or all Companies in the franchise network. This provides a real-time view of all jobs and vehicles operating in the field.

If you are in a company that is divided into multiple branches, you can view some or all Branches to get the full picture of your field operations.

Use the Job Status filter to display/hide Work Orders and Estimates according to their status.

When you first open the Map 2.0, the following statuses are on by default:

Use the Job Scheduled Status filter to show/hide Unassigned, Anyday, and Anytime Jobs.

Use the Teams Filter to show/hide a Team’s jobs.

Use the Vehicles Filter to show/hide Vehicle markers on the map.

Click the reset filters action to quickly return the filters to their default state.