Add and edit agent

You can add field service or delivery agents and customize their working hours by following the steps below:

Add an agent

1. Go to the ‘Resources‘ module.
2. Click on the ‘Agents‘ tab.
3. Click on the blue ‘Add‘ button in the top right-hand corner.

General information and skills

1. Determine ‘Email‘ and ‘Password‘.
Note: The email and password allow the agent to log into the mobile app to track the route. The email can be dummy.

 

2. Define the ‘General information‘ (optional) : First name, Last name, Phone number and External ID.
3. Select the ‘Default vehicle‘.
Note: The vehicle must be created beforehand from the ‘Vehicles’ tab.

 

4. Assign the ‘Skills‘ to the agent when necessary.
5. Click on the blue ‘Next Step‘ button.

Usual working hours

1. Click on  to define the working hours for the first day of the week.
2. Determine the ‘Time slots‘, i.e. the start and end time of his working day.
3. Repeat these two actions for each working day of the week.
4. Click on the blue ‘Save‘ button.

Breaks

1. Click on  to set a break for a first day of the week.
2. Define the ‘Break duration‘ in minutes.
3. Define the ‘Break start (between)‘, i.e. the time slot in which the break can start.
4. Repeat these actions for each working day of the week.
5. Click on the blue ‘Save‘ button.

Starting and ending locations of route

It is possible to define custom start and end locations for each agent, for each day of the week and for each week by following these steps:

Custom starting address

1. Click on the icon ‘Departure from‘ to set a route starting address for the required day.
2. Click on the blue ‘Add custom location‘ button.
3. Enter and select custom starting address.
4. Repeat these actions for other working days if necessary.
5. Click on the blue ‘Save‘ button.

Custom ending address

1. Click on the icon ‘Arrival at‘ to set a route ending address for the required day.
2. Click on the blue ‘Add custom location‘ button.
3. Enter and select custom ending address.
4. Repeat these actions for other working days if necessary.
5. Click on the blue ‘Save‘ button.

Edit an existing agent

1. Go to the ‘Ressources‘ module.
2. Click on the ‘Agents‘ tab.
3. Identify the agent for whom changes are necessary.
4. Click on ‘…‘ and ‘Edit‘.
5. Make required changes.
6. Click on the blue ‘Save‘.