In GeoH, you can track your visits in two ways:
-
In visit tracking allows you to track mileage during a visit (useful if you’re billing the client for mileage, go out to the community with the client, etc.). To do this, simply enable trip tracking. Accrued mileage can be viewed on the completed visit page.
-
In-between visits allow you to track your staff’s overall mileage for a scheduled day. You would need to schedule a trip to track this. Accrued mileage can be viewed on the Trips or Scheduling pages in the sidebar.
Instructions
To track trips for a whole day (in-between visits):
-
Collect the schedule of the staff you want to track that day.
-
On the sidebar, go to Trips and click “+” or “+ New Trip”.
-
Select the staff you want to track that day.
-
Input their schedule. (the starting point, add stops if needed, the destination).
-
Verify or adjust their mileage.
-
Click “Approve Trip”.