A site's street address says where the customer is. A GPS pin says
exactly where the units stand on that site: the trailer pad, the back gate,
the far corner of the parking lot. Pins tell drivers where to go and keep
track of which units are at which spot. This article covers the GPS Pins
view, what a pin holds, placing units, and how drivers move pins from the
field.
Address, Rate Card and pins
Three things describe a site, and each has one job:
they bill (Sites → Rate Card). Declare units on the Rate Card first.
units; they do not change what bills.
A site card shows the units declared on its Rate Card, with "· N placed"
when the pins hold a different number.
The GPS Pins view
Open the customer and click Sites → GPS Pins. The map shows the
customer's street addresses and every pin, with a list of pins beside it.
Filter the list by Status and Type, or search by location or pin
label. Pins not tied to an address appear under Unassigned Pins.
To add a pin, pick a street address to move the map there, then
Activate Pin Drop Mode and Drop Pin Here on the spot. You can also
search for or paste an address.
What a pin holds
Click a pin to open it. The tabs are Details, Inventory, Access,
Photo and History.
Station, Holding Tank, VIP Trailer, Access Point, Hazard / Note or Generic
Pin), Status, the street address it belongs to, a Service
Frequency note and General Notes for drivers.
the site. Tagged units have a number (#1003) and are added with Place a
specific unit. Untagged units are just a count you set on the row. Both
count toward the site's Rate Card total, and each row shows how many of
that type sit at other pins.
Pin statuses
| Status | Meaning |
|---|---|
| Active | Units are deployed here. |
| Needs Relocation | Someone flagged that the pin is in the wrong place. It shows on the driver's map and clears when the pin is moved. |
| Pickup Scheduled | A pickup is booked for these units. |
| Removed | The units are gone from this spot. |
Moving a pin from the office
Open the pin and click Move on map, drag the highlighted pin to its new
spot, then save. A toast confirms how far it moved. The pin keeps its units
and history.
Drivers place and move pins
Drivers work pins from the job in the phone app:
position, or a scanned unit tag places that unit. Standing at an existing pin adds to it
instead of making a duplicate.
phone's GPS is accurate enough; otherwise Adjust on the map instead
lets them drag it. Only some moves just the units they pick to a new
pin and leaves the rest where they were.
Moves show on the office map as they happen, and each one is recorded in
the pin's history with the distance moved. See
Moving unit pins in the driver app.
When pins and the Rate Card disagree
Placing more units at a site's pins than its Rate Card declares is flagged
so the office can decide: update the Rate Card to match, or fix the pins.
Placing fewer is normal and is not flagged (units can be at the site before
anyone has pinned them).