1.0 Creating your first Team Member
Step 1: Open Hellotracks, on the main menu, click on 'Team', then click '+Add Member'.
Step 2: Enter the member information
Step 2.1: Select the role type. You can choose between Worker, Operator, and Administrator.
Step 2.2: Enter a profile name for the member. This can be a position-specific title of the team member's name, e.g. Driver 1, John Smith, Jane Doe, etc.
Step 2.3: Enter a username. This will be the login username for the member, it is suggested that you use an email address as this is a unique identifier. E.g. firstname.lastname@example.org. john.smith, driver.johnsmith, etc.
Step 2.4: Create a password or generate an automatic password.
*Note Remember, all data is always editable except for the username.
Step 3: Click 'Create Member' to finish creating the team member
Congratulations! You have now added a new member to your team.
2.0 Downloading the App
Step 1: Ask all team members to download the Hellotracks app to their devices
Step 2: Make sure to inform your members to use the credentials that you have created for them.
Please read the privacy notice that appears on the first time login and accept.
Note* If they do not use the proper credentials or if they create their own credentials, this will create a second account not associated with the correct Hellotracks Business Account. This leads to delays from our end, as we have to then port them over to the proper account.
3.0 Assigning your first Job
Step 1: From the main menu go to 'Dispatch' and select the date you can to dispatch on.
Step 2: You have two options for assigning a Job. First, you can drag and drop the specific job to the team member. Second, you can double click on the job and assign in within the 'Assigned to' drop-down menu.
Congratulations! You have now assigned a Job.
2.2.4 Get Data
We know at Hellotracks how important receiving and analyzing data. With Hellotracks, this is one of our main goals, so you can do this in real-time and observe historical records without any hassle.
To observe real-time data, such as real-time location and job completion follow the steps below:
Step 1: Go to 'Dispatch' and select the name of the member you want to access data from. You will see the driven route (blue) and the optimized planned route for your member to follow (violet) on the map.
Check the jobs list to follow the progress and hover over the jobs to access more details.
Step 2: Click on 'Team' to see the status of your member.
Step 3: Click on 'Tracks' to see current and past tracks (Driven trips)