Steps
1. Open the Visual Dashboard map
- Visual Dashboard is an enterprise feature that lets you view dashboard work orders on a map.
- Click the location pin icon to open the map view.
- The map defaults to work orders currently in Scheduled status.
2. Review scheduled work orders on the map
- The map initially shows all scheduled work orders.
- In the example, there are 7 scheduled work orders.
- Use the map to quickly see where those jobs are located geographically.
3. Drill into a specific area or region
- Zoom or drill into a region to narrow the view.
- The example focuses on work orders in and around Nebraska.
- As you zoom in, you can see more detail for the work orders in that area.
4. View technician assignment details
- Work orders can display technician headshots for assigned technicians.
- Selecting a work order preview card opens the work order in a new tab.
- This gives you a quick way to inspect the job without leaving the map context.
5. Switch to dispatched work orders
- You can also view Dispatched work orders.
- Dispatched work orders are shown with different map icons:
- Green: at least one technician has applied.
- Blue: no technicians have applied yet.
6. Filter to only un-applied dispatched work orders
- Use the Un-applied only filter to narrow the map.
- This shows only dispatched work orders that do not yet have any technician applications.
- Helpful for quickly identifying jobs that still need attention.
7. Show technicians on the map
- Turn on Show techs on the map to display technicians near your work orders.
- The map will show technicians in and around dispatched work orders.
- This helps you visualize staffing and proximity at the same time.
8. Open a technician profile from the map
- Select a technician icon to open that technician’s profile.
- You can scroll through the profile details directly from the map interaction.
- This makes it easy to review technician information without leaving the visual dashboard.
9. Wrap-up
- The demo concludes with a brief summary of the Visual Dashboard feature.
- The main takeaway: it helps you visualize work orders and technicians on a map for faster operational insight.
Video Walkthrough
Prefer to watch? Watch the full step by step walkthrough below.
