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Scheduling with GPS (Nearest Task or Resource)

Learn how to schedule a task to the nearest resource in AroFlo Office

Updated on April 8th, 2024

Table of Contents

Find Nearest Task Work with Task Preview Find Nearest Resource

Using the GPS features within AroFlo's calendar, you can create an efficient job run for your resources by scheduling tasks within the same area, or route urgent jobs to the nearest available resource.

We recommend that when creating a new client or location, you generate GPS coordinates so GPS Scheduling will be available to you. AroFlo uses these coordinates to compare distances between jobs, and to help your field staff locate job sites. 

If you don't include GPS coordinates in your client or location cards, you will see a blue banner and message when you try to use the GPS scheduling feature.
 

 

Find Nearest Task

Once you have scheduled the first task of the day to a resource, you can quickly find and schedule the next nearest task.

  1. Go to the Calendar.
  2. Use an existing task schedule, or schedule a task.
  3. Hover your mouse over the task schedule, then click (building icon).
  4. You should now see a list of all current tasks sorted by distance.

    Filter

    Use the search boxes at the top to filter the list. Columns can be added or removed from this list view by clicking (Columns icon).

    Click on the address at the top of the Search Tasks window to be taken to the map. From there, you can double click on a task (red icon) to assign it to the current resource. The amount of time blocked out for the task on the resource's calendar is set in the Calendar General Settings.

     
     
  5. Double-click to add a task to the current resource, or drag the task to the appropriate resource in the calendar.
  6. Continue until all tasks are scheduled.

In the Search Tasks window, you can display the due date of each task by clicking the Columns button and selecting Due Date > OK.

 

 

Work with Task Preview

Task Preview makes it easy to add notes, materials, and change the status of a task without having to navigate away from the calendar.

To access the task preview:

  1. Follow the instructions above to access Find Nearest Task and then click the address at the top of the search box.
  2. Instead of double-clicking on a pin to schedule the associated task, single-click the pin.
  3. From here, change the status, add notes, and more.
 

Find Nearest Resource

If a resource is unable to attend a job or you have an urgent call out, you can quickly find and schedule the nearest available resource.

Enable GPS tracking

This feature is only available for resources that have 'Enable AroFlo Field Tracking' enabled on their user card. For more information, see Feature Access Settings - Enable AroFlo Field Tracking.

 
  1. Go to the Calendar.
  2. Use an existing task schedule, or create a new task schedule.
  3. Hover over the task schedule, then click (person icon).

    You should now see a list of resources that are currently located near this task location.

    Use the search boxes at the top to filter the list. Columns can be added or removed from this list view by clicking (Columns icon).

     
  4. Double-click the resource you want to schedule for this task.

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