An overview of eSpatial's Field Mapping features
Hello and welcome to our training video which will give you an overview of key functionality for a Field Use Case.
eSpatial can be a valuable resource helping you to:
- Plan your trips efficiently
- Identify the optimum accounts to visit
- Reduce travel time through route optimization
- Update trips on the fly to reduce windshield time
Let’s say for example you have a meeting with one of your clients in Chicago but while you are there you want to make the best use of your time and visit other clients and leads in the area. This can be done by creating a buffer from your client's location in eSpatial.
Creating a drivetime buffer and Filtering Data:
Once your map has loaded, click on the pin for the client you are visiting and select buffer and then drive time. For this example, I want to see a drive time of 60 minutes from my client location.
When the buffer window appears I only want to create a buffer from this location and input my driving time. Once complete we will see the drive time buffer created for my location.
I can then filter to only see the data within this buffer by selecting the buffer, when the info box appears I can then select filter and then choose the dataset I wish to filter.
Identifying optimum accounts to visit
If you are only in the area for a day you will want to prioritize certain clients or leads. To get an understanding of the value of your leads you can style your pins using color by value to see an overview of their value and prioritize high value clients.
- To style you pin colour by their value go to your legend and select the brush icon next to the dataset you wish to style and
- Then turn on colour by value.
- If you want to adjust the colours or ranges you can change your style settings here
You can now see the value of each pin based on their color. However, you may want to go one step further and only see the locations that are above a certain value or fit a particular category. This can be done by filtering in your table.
Click on the double arrow icon to expand your table. Select the icon next to the column you wish to filter by and select filter results. In this case I want to filter the data that is valued over $5,000. When the filter window opens, I can use the scroll bar or type in the minimum amount values I was to see and select my enter key to confirm the value.
Creating a Route:
I now have the key accounts I wish to visit displaying however I’m not familiar with the area so I’m going to use eSpatial’s routing feature to generate an optimized route for me to visit my locations.
- I can do this by selecting the routing icon.
- I can add my stops my route in two ways:
- By clicking on a point on the Map. The first point you click becomes the Start point. The last point you click becomes the End point. If I wanted my starting point to be my initial client meeting I can start by adding this point
- To add the rest of my pins I can do so by selecting Multi-add and then clicking on the map and dragging to draw an area selecting all the points inside that area.
- Once you have selected the Start and Finish and all stops along your route you can create your route.
- As I want to finish my day back at the office I’m going to select round trip, I'm also going to select the Optimize Route box to get the optimum route to visit each of customers.
By selecting the times button, I can edit the date I will be visiting the start time and the default stop time for each location.
You will see the stop times appear in your routing menu however you can apply a standalone time for each location if you have a set meeting time set with them. Once I'm happy I can then select get route to run the route optimization.
Once created you can then save this route by selecting the save Icon and then save as to save the route as its own map.
Opening route on mobile
To open a route in mobile log into eSpatial using your mobile browser or through the eSpatial app.
To open a map open the main menu and select open
From here you can choose to see all maps or just your maps containing a route
Select one of your route maps, this will open your route in map view and you can see an overview of your map route. To see your stops in detail select the route button.
While in the field one of your appointments may be cancelled, however you want to make the rest of your time so you want to see what other clients or leads are nearby. To do this you can create a buffer from a point.
To do this click on the pin and then click on actions, in this instance we will create a 5-mile buffer from my selected pin. So, I will select radius and input my buffer criteria.
You could also do an address search to see if there are any potential new leads in the area, to do this select the search button and the address search bar will open where you can type in an address. From here you can either select one of the suggested address or populate all by selecting the enter key on your mobile keyboard.
To edit your route select the route button and when the list of stops appears click edit route
Click on +ADD to manually type in a new address or select the back button to select a point from the map.
Once you are happy with your new stops and have selecting whether you want to optimize your route or not select get route to create your new route plan.
You can open up directions to your chosen stop by clicking route and then on the mapping icon next to a stop and then selecting your app of choice (waze or google maps).
After you have visited a stop you can edit the information such as add notes or update the last visited date. You can do this by selecting the stop on the map and then selecting info, the info box will then appear, to edit the data click on the edit button and edit your desired fields.
Finish
Thank you for watching our training video on the commonly used functionality within eSpatial. If you have any questions, you can contact us by emailing help@espatial.com or by selecting the chat button to the bottom right-hand corner of your screen when on our website or logged into eSpatial. You can also visit our video resources page to view other helpful videos.