Work Management > Map (Tutorial Clip)
-Length:
21 Mins
- 0:00:00 | Introduction
- Overview of adding work orders to the map
- How to use the map in Work Management
- Accessing the Work Order Map from the tabs bar
- 0:00:23 | Map Overview
- Mapping work orders and accessing old work orders
- Quick tools for using the map
- Processes like adding and pulling up work orders
- 0:00:46 | Map Tools
- Layers Icon: Switching between Streets, Terrain, and Hybrid views
- Using satellite imaging for accurate mapping
- Toggling layers based on account setup
- 0:02:19 | Search Bar
- Using the search bar to locate addresses
- Typing in city and state to avoid duplicates
- Dropping a pin at the reported location
- 0:03:12 | Crosshairs Icon
- Using location services to find your current location
- Adding work orders directly from your location
- 0:04:25 | Clearing Selections
- Clearing highlighted points on the map
- Using the eraser icon to reset selections
- 0:05:35 | Adding a Work Order
- Steps to add a new work order
- Zooming into the correct location
- Creating a new work order or mapping an existing one
- Filling out work order details
- 0:08:15 | Mapping an Existing Work Order
- Adding a location to an existing work order
- Dropping a point at the correct location
- 0:10:00 | Referencing Work Order Information
- Using the quick reference window
- Editing and viewing work order details
- Unassigning work orders for repetitive locations
- 0:13:00 | Deleting Points
- Removing completed work order points from the map
- Ensuring the work order remains in Work Management
- 0:13:36 | Multi-Selection Tools
- Using multi-selection to highlight multiple points
- Updating multiple work orders at once
- Editing fields like status or assigned department in bulk
- 0:18:09 | Advanced Search
- Searching for work orders through the map
- Using custom and default fields for nuanced searches
- Highlighting relevant points and displaying work orders
- 0:20:24 | Final Notes
- Using advanced search to identify trouble areas
- Summary of key processes for using the work order map
- Contacting the client relations team for support
- Unlimited Training & Support
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