Contacts and Jobs

How Do I Use the Map View in the Mobile App?

Search for your job sites using an interactive map.

For iOS:

Within the Mobile App:

  • Click on the Search icon in the navigation menu at the bottom of your screen.

    IMG_0938

  • Select Map View.
    • Be sure to give the app access to your device's location when prompted.


  • If the record has a valid address on file, the location of Contacts (indicated by a people icon) and Jobs (indicated by a hammer icon) will be pinned on a map.
    • By default, the map will be focused in on your current location. Pinch the screen with two fingers zoom in/out.
  • Further narrow your search by Workflow Type using the Filters tab.
  • Selecting the menu within the search bar will expand a list view of your search results.

    IMG_0944-1

  • Clicking on a pin enlarges the selected result for easier viewing.




For Android: 

  • Click on the Search icon in the navigation menu at the bottom of your screen.
    • Be sure to give the app access to your device's location when prompted.
    Screenshot_20230515-110814
  • If the record has a valid address on file, the location of Contacts and Jobs will be pinned on a map.
    • By default, the map will be focused in on your current location. Pinch the screen with two fingers zoom in/out.
  • Further narrow your search by Workflow Type using the Filters tab.
  • Selecting the icon that appears within the search bar will either expand or collapse a list view of your search results.

    Screenshot_20230515-110917

 

Learn how to navigate to a customer's address in this article.