The dashboard is the first thing you will see when you log into your account.

It gives you a complete overview of your drivers’ locations, their tasks, unassigned tasks, & task statuses.

You can use the Filter tasks button to make only the tasks that interest you visible on the map.

You can filter tasks by:

• date/time;
• status;
• or meta field.

Note: Meta fields can be created by you. They allow you to filter out tasks by zones, route number, job or client type, or whatever works best for your business.

From the upper right corner of your screen, you can switch between your different department/business unit accounts. This is useful when you have offices in different regions and they have their own accounts.

In the bottom left corner of your screen, you can check the legend for task states. Make sure you have checked the Legend box in the map settings.

Online/offline drivers

When a driver marks themselves online in the app, their icon on the map will show up bright green (this means they can receive and see tasks assigned to them).

Offline drivers have a grey icon and they are shown on the map only if you have allowed this in the map settings (Show off duty).

Tasks can be made visible on the map by clicking on the arrow icon in front of their assignee (the same goes for unassigned tasks).

If you want to see a specific task in its location, right-click on the task and choose Center in the map from the drop-down menu.

To open street view, drag Pegman (the yellow guy) onto the map like you would do in Google Maps.

To zoom in or out, use the + and – buttons or simply scroll with your mouse.

In the bottom right corner of your screen, you can see a green chatbox.

Open it to chat with our client support or find answers yourself with the help of the article search. Just type in a keyword and the search will suggest relevant articles.