Administrators, Supervisors and Clients can create maps of Delivery Areas. When the Job is finished and the GPS tracks loaded to a job, Company Users and Clients will see the GPS tracks overlaid over the job map.
Job maps are not mandatory, but they provide a few benefits:
- They make sure the map can be automatically centered and zoomed to fit your entire job on the screen.
- They make it visually easier to see the tracks inside your job area.
- They’re a great way to demonstrate to your client that you’ve completed the work they asked for.
At the least, we recommend you include at least a rough map with your job.
Users can create two types of maps. 1 - Custom Maps and 2 - Boundary Maps.
- Custom maps are hand drawn maps containing one or more polygons representing the areas of work for your job.
- Boundary maps are pre-drawn boundaries from our database. At present we only have boundaries for postal code areas in certain countries (US, UK, AU) but we’ll be adding more over time. (Note: Postcode Boundary Areas cannot be edited)
Let us know what pre-defined boundaries would be useful to you. If we get enough interest we’ll be sure to add it.
The job map is typically created during the Job Wizard…
… but can also be edited or created for any active job (not marked complete or archived) by clicking the edit map icon.
1 – Custom Job Maps
Select Custom in the Map Toolbar. Use the Search box to enter a place name or postcode nearest to your job area and press the Enter key.
To begin drawing a Custom Map click New in the Tool Bar.
Once drawing mode is enabled, the mouse cursor should become Crosshairs when moved over the map.
Click on the map in each location you wish to place a corner.
To complete the map, connect the line back to start point and click on the white box
A finished Custom Delivery Area should look like this
You can add multiple Delivery Locations by clicking on New and drawing additional areas.
Editing Custom Maps
To unlock Custom Maps for editing, click on a polygon/shape you wish to modify
A dialogue box will appear. Click Edit or Delete
The Delivery Area will now be unlocked for editing. Click and drag the white boxes to make changes.
When you have finished editing click on the Delivery Area to lock the edit.
Loading Maps from other Jobs
The Load function allows you to load Delivery Areas from other Jobs onto Custom Maps.
You can Load Delivery Areas from other Jobs on a clear map, or add them to Areas already on a Job Map.
To Load Delievry Areas:
Click Load on the Tool Bar.
Enter at least the first three letters of a Job Name
Select the Job you want to load Delivery Areas from and click Add
Deleting Delivery Areas
Delete individual Delivery Areas by clicking on the Area and clicking Delete
Click Clear in the Tool Bar to delete all Delivery Locations from the map.
2 – Boundary Maps
Boundaries are linked to job locations. When creating a job, make sure you select the locations that correspond to the boundaries you want. You should also be using postal codes for your searches (rather than place names).
On the map editing screen select the layer you wish to use – eg for Australia this is Postcode Areas (POAs), for US this is Zip Codes (ZCTAs):
Boundaries will automatically be loaded for the selected Postcodes:
Boundaries can be turned on and off by clicking on the boxes next to the boundaries in the Map Toolbox
In the UK, three levels of postcode boundaries are available – Area, Sector and District.
Select the appropriate boundary set from the dropdown to display Districts and Sectors associated with the Job Locations you have selected.
Sharing Job Maps
You can share a Job Map with staff and clients by clicking on the Email Map link on the Job Page.
This will generate an email with a map link embedded. Add an email address and any message text you would like to include and click Send
Map links are also emailed to Clients when a Job is completed.
Click on the Complete Job button on the bottom of the Job Page and an email will be sent to the Client with a link to the completed Job Map with GPS tracks overlaid.