Overview
The Map View provides a geographic visualization of your work orders, displaying them as color-coded pins on an interactive map. This view is ideal for location-based dispatching, allowing you to see work order distribution, assign technicians based on proximity, and optimize routes by visualizing work locations.The Map View is designed for geographic dispatch - see where work orders are located, identify clustering, assign nearby work to technicians, and make location-aware scheduling decisions.
When to Use the Map View
Use the Map View when:- Assigning work orders based on geographic proximity
- Visualizing work order distribution across your service area
- Identifying clusters of work in specific regions
- Planning efficient routes by seeing work locations
- Finding unassigned work near a technician’s current location
- Checking which areas have the most service requests
- Optimizing technician assignments to minimize travel time
Map View Interface
- Upcoming Work Panel (Left) - Collapsible panel with work order list and filters
- Interactive Map (Right) - Geographic view showing work order locations as color-coded pins
Interactive Map
The right side displays an interactive map powered by Mapbox:Map Features
Map Pin Colors
Pins are color-coded to match work order types:Interacting with the Map
- Click a work order card - The map automatically zooms and centers on that work order’s location
- Zoom in - Get detailed street-level view for precise location identification
- Zoom out - See the broader service area and work order distribution
- Pan - Drag the map to explore different regions
Only work orders with valid location data appear as pins on the map. Work orders without coordinates won’t have pins.
Upcoming Work Panel
The left panel shows all work orders matching your filter criteria:Collapsing the Panel
Click the double arrow button in the panel header to:- Collapse - Minimize the panel to show only the header, maximizing map visibility
- Expand - Show the full work order list with filters and details
Work Order Cards
Each work order card displays:Selecting Work Orders
Click any work order card to:- Select the work order (card highlights)
- Center map on the work order’s location
- Show action buttons below the selected card
Work Order Actions
When you select a work order, three action buttons appear:View Button
1
Click View
Opens the detailed view panel showing full work order information
2
Review Details
See work order name, customer, type, status, address, and description
3
Return to List
Click the back arrow to return to the work order list
- Work Order Name - Full description of the work
- Customer - Customer name and details
- Type - Work order category
- Status - Current work order status
- Address - Complete service location address
- Description - Detailed work order notes
Assign Worker to Myself
Instantly assign the selected work order to yourself (the logged-in user):1
Select Work Order
Click on a work order card to select it
2
Click Assign Worker to Myself
The button shows a loading spinner while assigning
3
Assignment Complete
Success notification appears and the work order list refreshes
This is the fastest way for dispatchers or technicians to self-assign work. Great for mobile dispatchers in the field who want to claim nearby work.
Dispatch to Technician
Assign the work order to any technician in your organization:1
Select Work Order
Click on a work order card to select it
2
Click Dispatch to Technician
Opens a technician lookup modal
3
Search for Technician
Type the technician’s name or browse the list
4
Select Technician
Click the technician to assign them to the work order
5
Confirm Assignment
Success notification appears and the work order updates
Filters
The Upcoming Work panel includes powerful filtering options:Customer Filter
Select a specific customer to show only their work orders:
Use this to:
- Focus on a single customer’s service requests
- Review all work for a major account
- Identify geographic patterns for specific customers
Filter Dropdown
Click the Filter icon to access three filter categories:Status Filter
The Map View shows only “Open” and “Completed” statuses, unlike the Dispatcher which shows all statuses. This keeps the map focused on active work.
Assignment Filter
Type Filter
Each type option shows a color bar matching the pin color on the map.
Sort Options
Click the Sort icon to organize work orders:Sort By
Sort Order
Combine filters for powerful queries. For example: “Unassigned + Installation + Priority” shows unassigned installation work sorted by priority.
Workflow: Typical Map View Use
Here’s how dispatchers typically use the Map View:1
Open Map View
Navigate to the Map section to see all work orders geographically
2
Review Filter Settings
Ensure filters are set to show the work you need (usually “Unassigned” + “Open”)
3
Identify Geographic Clusters
Zoom out to see where work orders are concentrated
4
Apply Filters if Needed
Filter by Type or Customer to focus on specific work
5
Select a Work Order
Click a work order card to view its location on the map
6
Review Location
Check the map pin to understand the exact service location
7
Check Details (Optional)
Click “View” to see full work order information
8
Assign Work Order
Use “Assign Worker to Myself” or “Dispatch to Technician” based on proximity and skills
9
Repeat for Nearby Work
Look for other pins near the assigned location and assign them to the same technician
10
Verify Assignments
Switch to “Assigned” filter to review what’s been dispatched
Tips and Best Practices
Use Geographic Clustering for Efficiency
Use Geographic Clustering for Efficiency
Assign multiple work orders in the same area to one technician. Zoom in on clusters of pins and dispatch all nearby work to minimize travel time.
Color Coding Reveals Patterns
Color Coding Reveals Patterns
If you see many pins of one color (type) in an area, it may indicate a systemic issue or a scheduled maintenance campaign. Use this insight for planning.
Start with Unassigned Filter
Start with Unassigned Filter
The default “Unassigned” filter shows work that needs attention. Clear this list daily to ensure nothing gets overlooked.
Collapse Panel for Big Picture
Collapse Panel for Big Picture
Collapse the Upcoming Work panel when you need to see the entire service area. This helps identify which regions have the most work.
Assign by Proximity
Assign by Proximity
When dispatching, consider the technician’s current or home location. Assign nearby work to reduce travel time and increase productivity.
Check Work Orders Without Pins
Check Work Orders Without Pins
If work orders appear in the list but have no pins, their location data may be missing or incorrect. Update addresses to ensure accurate mapping.
Use My Task for Field Technicians
Use My Task for Field Technicians
Technicians with dispatcher access can use “My Task” filter to see only their assigned work on the map, helping them plan routes.
Prioritize Before Assigning
Prioritize Before Assigning
Sort by Priority to handle urgent work first. Combine with geographic proximity for optimal dispatching.
Common Questions
Why don't I see all work orders on the map?
Why don't I see all work orders on the map?
Only work orders with valid location coordinates appear as pins. Work orders without addresses or geocoded locations won’t show pins but still appear in the Upcoming Work list. Ensure all work orders have complete address information.
Can I see technician locations on the map?
Can I see technician locations on the map?
The current Map View shows work order locations only. To see technician locations and schedules, use the Resource Dispatcher which provides technician-focused views.
What happens if multiple work orders are at the same address?
What happens if multiple work orders are at the same address?
Pins at the exact same location may overlap. Zoom in closely to see if multiple pins are stacked, or check the Upcoming Work list which shows all work orders regardless of location overlap.
How do I assign multiple work orders to one technician?
How do I assign multiple work orders to one technician?
Select each work order individually and use “Dispatch to Technician” to assign them to the same person. Look for clustered pins to identify work orders that should go to the same technician.
Can I print or export the map view?
Can I print or export the map view?
The Map View doesn’t currently have a built-in export feature. Use your browser’s screenshot or print function to capture the map for sharing or reporting.
Why is a work order's pin in the wrong location?
Why is a work order's pin in the wrong location?
The pin location is based on the work order’s address field. If it’s incorrect, edit the work order to update the address, and the pin will reposition automatically after saving.
What does 'Assign Worker to Myself' do?
What does 'Assign Worker to Myself' do?
It instantly assigns the selected work order to you (the logged-in user). This is useful for dispatchers who also work as technicians or for mobile field workers claiming nearby jobs.
Can I filter by date range?
Can I filter by date range?
The Map View filters by status and assignment but not date range. Use the “Planned Date” sort option to organize chronologically, or switch to the Dispatcher for date-specific views.
Related Documentation
Dispatcher
Work order-focused scheduling with timeline views
Resource Dispatcher
Technician-focused scheduling and calendar management
Work Orders
Learn about work order management and lifecycle
Technicians
Manage your technician roster and assignments