How you can use map pins to denote locations on the map where work is to occur
The ability within SingleOps to place pins on a map of the job site will greatly enhance your ability to:
- identify the proper areas of work,
• establish distance and scale from other identifiable landmarks, and
• allow you to point out potential hazards or give instruction to crews.
Before You Start
Before we can use the map pins, we must first ensure the feature is enabled in the administrative section for the account. If you are using default document templates, the map pins will work by default. If you are using custom document templates, you will need to also enable the map pins in the custom templates. Please contact email@example.com to enable the feature and let us know if you are using custom document templates.
Using the Map Pins
Once you've enabled the map pins in your account settings, you should see a pin icon when you add a line item or item group to your proposal/job (whether you also see the exclamation point (e.g., information such as tree species) or the paper clip (photos) will depend on whether you've enabled/disabled those features in your settings).
Clicking this pin icon will open a full-page modal map. Clicking anywhere in the map will drop a pin of a default color to mark some feature on the map. If you're working with a tree removal line item, you can use the pin(s) to mark which tree(s) should be removed. If your crew is to treat an area of lawn/landscape, you can drop pins at the corners to denote the intended area (area shading and calculation tool coming soon!). If there are hazard areas for which you need to make your crew aware, you can use a pin to call their attention to the hazard.
Practice makes perfect... and playing around with the map pins is probably the best way to learn - but here are four tips which will make you a power pin pro in no time:
- The pin will always begin as some default color - but you can click the palette tool upper-left and change the color to whatever color you like (well, within the available colors, that is... :P ). This is especially helpful in differentiating between line items: you can make all your tree removals lime green, your tree trimming royal blue, and hazards or instructions to your crew bright red.
- Also note that the map pins will automatically bring along the line item number, e.g., if tree removal was the first line item in your proposal/job, then all the pins generated from that line will bear the number '1'. Each subsequent item will bear the ordinal number of the item within the proposal/job (NOTE: this is not the order in which you added the pins, but rather the number corresponds to the order of the item within the proposal/job list).
- Each pin added has its own description/notes dialog into which you can type additional information. When the pinned map is later added to the proposal/invoice/work order, the corresponding note(s) is added to the document.
- There are check boxes which allow you to make the pin (and notes) visible on either the crew notes and/or the proposal/invoice, e.g., you may wish to have the pin/note about the customer's potentially-rabid dog only appear on the crew map/notes. If so, simply uncheck the box to have the pin/notes appear on the proposal/invoice.
The ability to add, modify, and remove map pins exists in the job creation/edit mode. If you've saved and closed (or updated and closed) a job and no longer see the map pins icon, first click on the Edit button (upper-right) to get you back into edit mode, then look for the Go To Map bar just under the Estimate section of the jobs page. You can click the Delete button on any pin/note to remove that pin from the map, or you can add to or overwrite any note which you may have added.
If you want to see how the map with pins/notes differs between the customer vs crew views, click on the proposal or invoice buttons to see the map as it appears to the customer... and click the Work Order button to see how it would appear to the crew.