Map

The Schedule Map helps you review appointments geographically and create work from map markers.

What You Can Do

• Visualize workload by location.

• Open appointment or location details from the map.

• Create an appointment for an unscheduled service call.

To use the Schedule Map:

1. Click Map to open the Schedule Map.

2. Set the current map filters.

   • Date (Required for the view): Select the local schedule date shown on the map and list.

   • Resource: Limit the map and list to one active resource.

   • Show Unscheduled Service Calls (Optional): Turn this on to display unscheduled service call markers.

3. Review the map markers.

   • Numbered Map Pins: Represent scheduled appointments in route order.

   • Priority Map Pins: Represent unscheduled service calls using priority coloring.

   • Telematics Map Pins (System display when enabled): Show current resource location for today when telematics data is available.

4. Click on a map marker to review call details.

   • Service Call Name: Shows the related service call.

   • City: Shows the appointment or service location city.

   • Customer and Location: Shows customer and location names with fallback handling when appointment values are missing.

   • Appointment Time Range (Display field for scheduled markers): Shows the scheduled time window.

   • Priority Badge (Display field for unscheduled markers): Shows the service call priority.

5. Choose the action you need.

   • Open Appointment: Opens the existing appointment from a scheduled marker.

   • Create Appointment: Opens quick create from an unscheduled service call marker.