Advanced Route Map with Jobs and Locations on the Way

This document explains how the Advanced Route Map in FieldAx displays Assigned Jobs, Nearby (unassigned) Jobs, and Nearby Inventory / Trunk Locations, and lists the exact pre-configuration steps required for the map to work correctly. Use this for publishing in the FieldAx Help Site.

Overview #

The Advanced Route Map provides a single view showing:

1. Jobs assigned to a service engineer
2. Nearby jobs that are not assigned to the engineer but are on/near the travel path
3. Nearby inventory/trunk locations relevant to the engineer’s route

 

Important: The Route Map relies on location addresses stored on the customer Account and on Location (trunk/inventory) records. There is no requirement for a Service Engineer account shipping address or for storing addresses directly on the Job record.

 

Pre-Configuration (Required — must be completed before using Route Map) #

1. Account (Customer) must have a valid address
   • The Job must be linked to a customer Account via the Account lookup on the Job record.
   • That Account must have a valid Shipping address (Street, City, State, Postal Code, and Country).
   • The Route Map uses the Account address to represent the Job location on the map.
2. Trunk / Inventory Location record must have a valid address
   • Each Trunk or Inventory Location record that you want to appear on the map must include a complete physical address.
   • The Route Map uses these Location addresses to show nearby inventory stops and to include them in route calculations.

 

Summary: Only three things are required:

(A) Job linked to an Account with an address

(B) Location records (trunks/inventory) with addresses. No Job-address field or engineer account address is required.

(C) Nearby jobs will be filtered to display only those belonging to the same region as the Service Engineer.

 

Step-by-step Setup (Pre-check and Data Preparation) #

Step 1 — Verify Account Address

1. Open the Job record in Salesforce.
2. Confirm the Account lookup has the correct customer Account selected.
3. Open that Account record.
4. Check the Shipping address fields and ensure:
   • Street, City, State, Postal Code, Country are filled.
   • Address is correct and mappable.
5. Save any changes.

If the Account has no address, add a valid address and save. The Job will inherit this location on the map.

 

Step 2 — Verify Location / Trunk Addresses

1. Navigate to Location records in Salesforce.
2. Open each trunk/inventory record you want included on the map.
3. Ensure the record contains a complete physical address.
4. Save any changes.

If the Location record lacks an address, it will not appear on the map and cannot be considered for route planning.

 

Step 3: View the Route Map in Dispatch Board

• Navigate to the Dispatch Board in FieldAx.
• Select the service engineer whose route you want to view.
• Click the Map tab to open the Route Map view.
• The map will now display:

1. Assigned Job Locations

• • Jobs already assigned to the service engineer.

2. On-the-Way Job Locations

• • Additional job locations that fall naturally along the engineer’s route, even if they’re not assigned to them.

3. Inventory Locations

• • Nearby stock or trunk inventory locations relevant to the engineer’s travel path.

 

Result #

The service engineer can now view a fully optimized route that includes:

• Primary assigned jobs
• Additional opportunities along the way
• Nearest inventory points

This helps minimize travel time and improve field efficiency.