Work Sessions Page

The work sessions page allows you to:

• View all work sessions.
• Create new work sessions.
• Assign jobs and workers to work sessions.

1. Date Filter

Select a date to filter the work sessions by that date.

2. Status / User Filter

Select a status or user to filter the work sessions by that status or user.

3. Create Work Session

Create a new work session by selecting the session type, group and number of sessions to create.

Note

Sessions are created starting titled “TeamX”, this means new sessions will not be created until the created sessions are renamed

4. Session Management

The buttons in this group are for manipulating work sessions.

• Assign Mode: Opens up the session assignment mode.
• Drag & Drop Mode: Allows you to drag and drop jobs and workers between sessions (while in Assign Mode).
• Map Mode: Opens up a map displaying where the jobs are located and what session they are currently part of (see Map Mode).
• Assign Users / Make Ready: This button automatically assigns the user of each session and marks the session as ready.

  Note

  For this to work, the session label must match the users display name.

5. Session Action Buttons:

• Map: Opens the map showing the session job locations.
• Analyze: Opens the analysis page for the work session (see Session Analysis).
• Archive: Archives the session, this will turn the GPS points into a single file and lock the session.
• Delete: Deletes the session. Removing any GPS data that was connected to it.

6. Session Stats: Information about session time and value.

Map Mode

Map mode allows you to view the location of jobs on a map to determine the best grouping of jobs for a work session.

The legend on the upper left corner displays groupings of jobs by color. Clicking on a job will open a callout that allows you to:

• View the location on google maps
• View the service location
• View the job entry

Assign Mode

Clicking on the “Assign” button under the “Manage Work Sessions” group will take you into assignment mode. Here you can assign jobs and workers to work sessions.

At the top of the screen is the currently unassigned jobs:

1. Bulk Assignment

Clicking the checkboxes on the left side of the assignments will select multiple jobs. You can then use the bulk assign dropdown to assign all selected sessions to a work session.

2. Job Information

This section contains several statistics relating to that service location / job. Lets break it down:

Note

Hovering over a specific piece of the info will display a label for that item.

1. Job Count: The number of jobs the service location has completed successfully (job done).
2. Duration: [Median Job Duration] / [Minimum Job Duration] <=> [Maximum Job Duration]
3. Revenue: The median revenue and the revenue per worker-hour on job.
4. Margin: COMING SOON
5. Scheduling: Shows the frequency of the job, the last time a job was done and how many days ago that was.

3. Single Assignment

Assign a single job to a work session. Open the dropdown and select the work session you want to assign the job to.

4. Job Action buttons

You can edit / delete a job using the corresponding button.

Note

Job Score: COMING SOON

1. Routing Info

Routing info allows you to see the route, the distance of the route and the total travel time between routes.

2. Expanded View

Clicking this will open expanded view for the assigned jobs with more detailed information including:

• Time preference
• Worker preference
• Job Information
• Job travel details
• Service location contact info

3. Auto-Order Jobs

This button will automatically order the jobs in the session based on location deltas.

4. Assigned Jobs

List of all jobs in the session ordered sequetially by expected completion.

5. Travel details

This shows job duration information and the time it will take to return to the home location.

6. Assigned Workers

This shows the workers assigned to the work session.

Drag & Drop

Click the Drag & Drop mode icon (in the session management group). This will allow you to drag jobs and workers between sessions. Click and drag any worker or assigned job to move them to any other session.

Note

The TGN (list of numbers at the bottom of the page) are a list profit estimations:

• T: Low / Middle / High estimations of worker hours for the day
• G: Gross profit for each worker hour estimation
• N: Net profit for each worker hour estimation