Course Code: SVC-08
Goal: Use the CUBE Service Map to monitor, manage, and assign field resources in real time—leveraging GPS tracking and drag-and-drop tools to maximize responsiveness and field efficiency.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate to Advanced (Ideal for dispatchers, service managers, and field operations coordinators)
Resources Provided:

• Service Map Quick Reference Guide
  
• Technician Qualification Matrix
  
• Color Key Legend (Status & Overlay Types)
  
• Sample Dispatch Scenario
  

Learning Objectives

By the end of this session, participants will be able to:

• Access and interpret the Service Map view within CUBE
  
• Track real-time GPS locations of technicians and vehicles
  
• Identify and manage overdue or unassigned work orders directly from the map
  
• Assign work orders using drag-and-drop functionality for efficient routing
  
• Use technician filters to match skillsets, availability, and proximity
  
• Visualize service sites, project zones, and contract overlays for full situational awareness
  
• Execute a live routing assignment from map view using technician data
  

Session Agenda

8.1 Accessing and Interpreting the Service Map View

• Navigating to the Service Map from the dashboard or dispatch module
  
• Understanding key UI elements:
  
• Technician pins
  
• Vehicle icons
  
• Work order markers (color-coded)
  
• Zooming and filtering by geographic region or time frame
  

8.2 GPS Tracking of Vehicles and Technicians

• Real-time technician location tracking via mobile sync
  
• Vehicle tracking integration (if enabled)
  
• Monitoring technician movement and response time
  
• Identifying idle vs. in-transit vs. onsite status
  

8.3 Identifying Unassigned and Overdue Work Orders Visually

• Using map overlays and filters to highlight:
  
• Red – Overdue
  
• Yellow – Unassigned
  
• Green – Completed
  
• Toggling between current day, week, or custom time ranges
  
• Using map clustering to manage dense urban or multi-site zones
  

8.4 Drag-and-Drop Assignment Directly from the Map

• Selecting a work order and dragging to a nearby technician pin
  
• Auto-populating assignment fields
  
• Editing estimated time, task type, or notes post-assignment
  
• Real-time update to technician’s mobile app
  

8.5 Vehicle and Technician Qualification Filters

• Filtering technician pins by:
  
• Certification
  
• Skill type (HVAC, access, fire, generalist)
  
• Availability
  
• Current workload
  
• Matching technician to task types based on service category and contract rules
  

8.6 Visibility into Site, Project & Contract Overlays

• Overlay options:
  
• Service sites
  
• Ongoing project zones
  
• Contracted coverage areas
  
• Using overlays to avoid overbooking, cross-zone overlaps, and scheduling conflicts
  
• Planning regional rollouts or PM campaigns using contract overlays
  

8.7 Exercise – Assign and Route Technicians via Map View

Participants will:

• Access the Service Map and filter to a sample service zone
  
• Identify unassigned and overdue work orders
  
• Use technician filters to match skills and availability
  
• Drag and assign tasks directly from the map
  
• Review updates and confirm mobile sync status
  

Post-Session Action Items

To reinforce training, participants are encouraged to:

• Set map filters and overlays for their region or service teams
  
• Coordinate with field supervisors to validate real-time location accuracy
  
• Build role-based technician profiles for dispatch filter logic
  
• Use map view for next-day and same-day dispatch reviews
  
• Run a weekly map-based audit to balance field assignments

Note: When scheduling, make sure to include this session code: SVC-08.

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