Map View
The Map view in Accruent Field provides dispatchers with a visual representation of task locations, technician locations, and expected routes for a given day.
Dispatchers can also view and schedule open tasks directly from this module. Map view provides the same functionality as the Open Tasks module in List view.
View the location of technicians and open tasks
To open Map view, go to Task Scheduling > Dispatch Console > Map view.
View task locations
To view task locations, zoom in and out on the map and select any task icon.
Selecting a task icon opens a tooltip with additional details about the task, including customer name, site name, region, task ID, scheduled start time, and task status.
You can also select one or more tasks from the task data grid on the left to locate them on the map.
Task location: The system determines the location of a task based on the site where the task is performed.
Task icon color: The color of the task icon corresponds to the task status. For example, tasks with a status of Dispatched appear in blue.
View technicians
To view technicians on the map, zoom in and out and select any technician icon.
Selecting a technician icon opens a tooltip with additional details, such as technician name, region, and the last time the technician was online.
You can also filter one or more technicians by selecting them from the Technician dropdown filter at the top of the page.
Technician location: The system determines the technician location based on the last shared geolocation from the mobile app.
Technician color code: The route and icon color for a technician correspond to the color indicator shown in the Technician dropdown.
Search and filter
Use the search bar and filters at the top of the page to display specific tasks and technicians in Map view.
Map view includes the following filters:
- Date: Displays tasks scheduled for the selected day and the associated technicians and their expected routes. The default value is the current date.
- Task Type: Displays only tasks of the selected task type and the technicians assigned to those tasks.
- Technician: Displays only the selected technicians and their assigned tasks.
- Regions: Displays technicians assigned to the selected regions and tasks located in those regions, based on the region of the associated customer site.
- Status: Displays only tasks with the selected status and the technicians assigned to those tasks.
Open tasks: Open tasks always appear in Map view, regardless of the selected filters, unless you explicitly remove Open from the Status filter. If an open task does not have a scheduled start time, it appears for all dates, regardless of the selected Date filter.
View technician routes
To view the expected route for a technician, turn on Show Routes.
Map view provides a color-coded representation of each technician’s route for the selected day.
- Home base: The technician’s home base appears as a house icon and indicates the starting point for the day.
- Optimized route: The system displays the expected route as a line that connects the technician’s home base to assigned tasks in sequence. The route calculation considers traffic and the scheduled start time of each task.
- Assigned tasks: Each assigned task appears as a map pin. The pin color corresponds to the task status.
- Show Routes toggle: You can turn routes on or off at any time using the Show Routes toggle at the top of the map.
To update a technician’s home base, go to Workforce > Field Force > Technicians, and then select Edit for the technician.