How to explore the maps module in the Zuper mobile app?

How to explore the maps module in the Zuper mobile app?

The maps module in Zuper provides a comprehensive, geography-based panoramic view that helps you track the exact location of users, routes, jobs, assets, properties, customers, organizations, and service territories on the map. This serves as a centralized hub for location-relevant information across all modules in Zuper, managing and visualizing the geographical aspects of your operations, thereby enhancing efficiency and decision-making. 

1. Go to the "Maps" module from the top-left hamburger icon.
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2. You will land on the Maps module listing page.

Map Actions

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1. Global search: Click the "Global Search" icon and enter the name of the location. The map will pan to that location and display associated jobs, assets, users, customers, organizations, and more. 
2. Display Settings: Click the "Display Settings" icon to perform the following actions:
      a.  In the Display Settings page, select the map view as "Default" or "Satellite."
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      b.  Additionally, you can pin/unpin the modules.
Note: When you pin a module, it will remain visible on the map across all tabs. For instance, if you pin the Assets module, the marker will appear even when you switch to any other tab, such as Jobs or Users. Conversely, unpinned modules will not appear in other tabs.
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3. Current Location: Click the "Current Location" icon to navigate to your current location.
4. Refresh: Click the "Refresh" icon to reload or refresh the page.

Users

To track the exact location of users or find nearby users on the map, follow these steps:
  1. Click the "User" tab to view a list of all the team users and their online/offline status.
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  2. Selecting a user will display their exact live location on the map and provide an overview of job details for that day.
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  3. Select the Team from the drop-down .
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  4. Use the "Search" icon to find a particular User on the map.
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  5. Next to each User’s name, you can view their battery percentage and signal strength.
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  6. To view any of the user details, select the User and click "More Details." The User Detail page will open, allowing you to see more information and perform additional actions.
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  7. Tabs Detail:
    1. Under the "Details" tab, you can view team-related details and user details such as role, email ID, phone number, skill set, team, etc.
    2. Under the "Associated" tab, you can view details of linked modules, such as Job, Customer, and other relevant modules, along with associated information related to the users.
    3. Under the "Files" tab, you can view the attachments associated with the users.
    4. Under the "Activity" tab, you can view the activities performed by the respective user.
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Routes

To track the exact location of the routes on the map and view the jobs present within those routes, follow these steps:
  1. On the maps page, click the "Routes" tab, which lists all the routes created for the date.
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  2. Click any of the routes to view the exact location on the map.
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  3. Use the "Search" icon to search for a particular route.
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  4. You can view the route’s primary details and the jobs associated with the route on the map.
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  5. You can also click on the job card inside that route to view that specific job on the map along with the route. The job sequence number will be displayed on the job marker on the map.
  6. Click the “Navigate” icon to be redirected to the Map, which will guide you to the location.
  7. Click the “Optimize Route” icon to optimize the route. The route will be optimized based on your current location, which will be set as the start location of the route. It will show the most optimal order to reach and execute the jobs based on the route optimization method set.
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Jobs

To track the exact location of the jobs or to find nearby jobs on the maps, follow these steps:
  1. Click the "Job" tab, which lists all the jobs with information such as user assigned, job status, priority, and more. This view provides a quick overview of jobs that have yet to start, are in progress, are incomplete, etc.
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  2. Click any of the jobs to view their exact location on the map. You can zoom in and zoom out to adjust the map view.
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  3. Or, use the "Search this area" feature to see all jobs available in the specified area.
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  4. To view any job details, select the Job and click "More Details." The Job Detail page will open, allowing you to see more information and perform additional actions.
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  5. Quick Actions:
    1. Use the “Navigate” to be redirected to the Map, which will guide you to the job location.
    2. Use "+Add Notes" to create a new note. You can add notes and make them public or private. You can add images, audio, video, and documents as note attachments.
    3. Use the “+” to link or create new transactions, jobs, assets or products.
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  6. Tabs detail:
    1. Under the "Details" tab, you can view the job-related details.
    2. Under the "Task" tab, you can view and edit the existing service tasks. To do so, click the Kebab icon.
    3. Under the "Associated" tab, you can view the modules linked to the job.
    4. Under the "Notes" tab, you can view and perform various actions on the associated notes with the job.
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  7. More Actions:
    1. Use the ”Kebab” icon to “Delete,” “Edit Custom Field,” “Activity,” “Save as PDF,” and “Share Via Email.”
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      To know more, see Overview of Job Module.

Customers

To track the exact customer location or find the nearby customers on the map, follow these steps:
  1. On the Maps page, click the "Customer" tab, to view the customers' list.
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  2. Click on any customer to view their exact location on the map. Use the zoom-in and zoom-out functions to adjust the map view.
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  3. Or, use the "Search this area" feature to see all customers available in the specified area.
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  4. To view any of the customer details, select the customer and click "More Details." The Customer Detail page will open, allowing you to see more information and perform additional actions.
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  5. Quick Actions:
    1.  Use the “Email” option to contact the customer.
    2. Use "+Add Notes" to create a new note. You can add notes and make them public or private. You can also add images, audio, video, and documents as note attachments.
    3. Use the “+” to create new transactions, jobs, or assets.
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  6. Tabs Detail:
    1. Under the "Details" tab, you can view customer-related details such as email address, service address, account details, attachments, etc.
    2. Under the "Associated" tab, you can view the modules linked to the job.
    3. Under the "Notes" tab, you can view and perform various actions on the associated notes with the customer.
    4. Under the "Activity" tab, you can view the activity performed by the customer.
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  7. More Actions:
    1. Use the "Kebab” icon to “Edit Customer,” “Edit Custom Field,” “Statement,” and “Deactivate.”
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Organizations

To track the exact location of the organization or find nearby organizations on the map, follow these steps:
  1. On the Maps page, click the "Organization" tab, which lists all the organizations created in Zuper.
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  2. Click any of the organizations to view their exact location on the map. You can zoom in and out to adjust the map view.
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  3. Or, use the "Search this area" function to see the organizations available in the area.
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  4. To view any of the organization details, select the organization and click "More Details." The Organization Detail page will open, allowing you to see more information and perform additional actions.
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  5. Quick Actions:
    1. Use the "Email" option to contact the organization.
    2. Use "+Add Notes" to create a new note. You can add notes and make them public or private. You can also add images, audio, video, and documents as note attachments.
    3. Use the “+” to create new transactions, jobs, or assets.
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  6. Tabs Detail:
    1. Under the "Details" tab, you can view organization-related details, such as email address, service address, account details, attachments, etc.
    2. Under the "Associate" tab, you can view the associated modules with the organization.
    3. Under the "Activity" tab, you can view the list of activities you performed.
    4. Under the "Notes" tab, you can view the notes associated with the Organization.
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  7. More Actions:
    1. Use the Kebab icon to "Edit," "Deactivate," or "Delete" the organization.
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Assets

To track the exact location of the assets or find nearby assets on the map, follow these steps:
  1. On the maps page, click the "Assets" tab, which lists all the assets created.
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  2. Click any of the assets to view their exact location on the map. You can zoom in and out to adjust the map view.
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  3. Or, use the "Search this area" function to see the assets available in the area.
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  4. To view any of the asset details, select the asset and click "More Details." The Asset Detail page will open, allowing you to see more information and perform additional actions.
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  5. Quick Actions:
    1. Use the "Service History" to view the activities.
    2. Use "Add Notes" to create new notes. You can add notes and make them public or private. You can also add images, audio, video, and documents as note attachments.
    3. Use "+New Job" to quickly create a new job with this asset, which will then be added to Asset Jobs.
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  6. Tabs Detail:
    1. Under the "Details" tab, you can view the asset status, asset code, asset category, owned by, purchase price, and location.
    2. Under the "Associated" tab, you can view the linked modules.
    3. Under the "Notes" tab, you can view the notes associated with the asset.
    4. Under the "Activity" tab, you can view the list of activities you performed.
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  7. More Actions:
    1. Use the Kebab icon to "Edit," "Deactivate", "Delete" and so on the asset.
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Properties


To track the exact location of the properties or find the nearby properties on the map, follow these steps:
  1. On the maps page, click the "Properties" tab, which lists all the properties created.
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  2. Click any of the properties to view their exact location on the map. You can zoom in and out to adjust the map view.
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  3. Or, use the "Search this area" function to see the properties available in the area.
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  4. To view any of the property details, select the property and click "More Details." The Property Detail page will open, allowing you to see more information and perform additional actions.
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  5. Quick Actions:
    1. Use "Navigate" to view the route to reach the location.
    2. Use "Add Notes" to create new notes. You can add notes and make them public or private. You can also add images, audio, video, and documents as note attachments.
    3. Use "+New Job" to quickly create a new job with this property, which will then be added to Property Jobs.
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  6. Tabs Detail:
    1. Under the "Details" tab, you can view the property status, property code, property category, owned by, purchase price, and location.
    2. Under the "Associated" tab, you can view the linked modules.
    3. Under the "Notes" tab, you can view the notes associated with the property.
    4. Under the "Activity" tab, you can view the list of activities you performed.
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  7. More Actions:
    1. Use the Kebab icon to "Edit," "Deactivate," or "Delete" the property.
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Service Territory


To track the boundaries of the service territory on the map, follow these steps:
  1. On the Maps page, click the "Service Territory" tab to view the territories on the map.
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  2. Click any of the service territories to view their exact location on the map. You can zoom in and out to adjust the map view.

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