Field activity and location tracking

Introduction

CRM › Field activity shows, for each person who reports to you, the location readings their phone recorded today: routine readings at a fixed interval during reporting hours, a reading when they log an activity, and one when they open the app. It is a list and a day detail with a link to Google Maps, not a live map. People never see their own readings, and nothing is recorded outside their reporting hours or on non-working days.

Switching it on (admin)

1. Open Settings › Company settings › Location tracking and tick Capture employee locations. Off, nothing is recorded for anyone.
2. Choose the Routine reading, every interval (25, 40 or 60 minutes), the Reading on an activity, at most every interval, and the Working days. Click Save.
3. Under Team › Users, edit each field person and tick Record this person’s location during reporting hours, with their Reporting from and Reporting to times.
4. The next time the person signs in on their phone they are asked to agree: Location sharing, what is recorded, when and why. Nothing is captured until they do.

Reading the page

1. Pick the day (today or earlier) and click Refresh.
2. Each row is one person: Hours (their reporting hours), Last reading (time and address), Today (N recorded · N on activities · N missed) and State: Recorded, No reading yet, Missed · app closed, Permission refused, Not yet agreed or Inactive.
3. Click a person to open their day on the right: every reading with its time, address, source (Routine, Activity or On opening the app) and accuracy, each with a map pin that opens Google Maps.

Locations on the timeline

When a tracked person logs an activity, the entry on the client’s timeline gets a View activity location link, visible to their managers and admins. It opens Activity location with the address, time, accuracy and source, and Open in Google Maps. If no reading was taken at that moment, BMexa shows the nearest earlier one and says so.