Introduction

What the platform does and how the web app is organized.

The platform helps you run a field team: drivers, couriers, sales staff, technicians or surveyors who do their work outside the office. Your office team plans the work on the web app, the field team does it on the field app, and everyone sees progress as it happens.

How work flows through the app

1. Design the work. A task type is the form your field worker fills in, built from fields such as text, photo, signature and bill.
2. Create and plan the work. Create tasks one at a time, import them from a spreadsheet, repeat them on a schedule, or let route planning decide which vehicle visits which customer and in what order.
3. Do the work. Field workers open their tasks on the field app, follow the route and capture data, photos and signatures.
4. Watch the work. Follow your team live on Tracking, react to alerts, and measure results on dashboards.
5. Automate the routine. Automations assign tasks, send notifications or call your own systems when something happens.

The screen

1. Left menu: every part of the app. Click Collapse Menu at the bottom to show the menu names.
2. Hub picker: the hub you are working in. Lists such as tasks, visits and users show only the selected hub. Pages that cover the whole organization hide the picker.
3. Notifications: alerts and messages for you, and what’s new in the app.
4. Help: the product guides, the API documentation, the field app download and support.
5. Your profile: your account, password, sign-in security and organization.

The left menu

Menu	What it is for
Analytics	Dashboards and Insight
Planning	Routing and Schedule
Monitoring	Tracking, Alert and Chat
Activities	Task and Gallery
Workflow	Data Type, Data Source, Task Type and Automation
Export & Import	Export and Import
Settings	Users, roles, hubs and everything about your organization

Moving from the previous version? What’s New shows where every page went.