Overview
Field workers need to track their trips using their mobile devices for easy accounting and reimbursement of travel expenses. Workers enter start and end odometer values manually; the travel distance is also calculated based on the optimal route between GPS points acquired during the trip to avoid significant differences in mileage due to mistakes.
Prerequisites
- You have installed and activated the Field Force Manager mobile app on your device.
- You have a Basic or Pro package assigned to your phone number.
Solution
- Enable GPS Location tracking on your device if it was disabled.
- Run the Field Force Manager mobile app.
- Tap on the Trips icon.
- On the new screen:
- Enter odometer value before the start of the trip.
Note: If the Auto-fill with last end odometer option is enabled, the start odometer value will be auto-populated. - Tap on the camera icon and take a picture of the odometer on your vehicle - this feature is available only on iOS and Android devices.
- Tap on the Select a Job button and link one of the jobs assigned to you if applicable.
- Add notes about the job if needed.
- Enter odometer value before the start of the trip.
- Tap Start.
- Once you have reached your destination, perform the following actions:
- Enter the odometer value for the end of the trip.
- Tap on the camera icon and take a picture of your odometer again.
- Enter additional expenses if applicable.
- Enter additional notes if needed.
- Tap End.
Testing
After ending your trip, the trip summary is displayed; it includes the following information:
- Trip start date and time
- Start and end values of the odometer
- Distance traveled
- Total expenses (in the bottom right corner of the trip section), which are calculated based on the reimbursement rate (per mile or kilometer) configured on the web portal and include additional expenses entered by the worker manually.
Note: Option to track trips in Kilometers is only available in the Pro package.