Team Management and On-My-Way Live Tracking

Step 1

Create team workspace

Invite members from Teams with name, role, and position details. Members join through private invite links.

• • Invite email and role are accurate.
• • Member status transitions are visible.
• • Access can be revoked when required.

Step 2

Assign lead ownership

Use assignment controls in Leads to route work to the right team member and keep accountability explicit.

• • Assigned member reflects who owns next action.
• • Address details are set for field jobs.
• • Unassigned leads are reviewed regularly.

Step 3

Start On-My-Way session

For active jobs, start a team session to generate a private customer link with live map and ETA updates.

• • Session token link is sent to the right customer.
• • Location updates flow while travelling.
• • Session is completed or auto-closed at arrival conditions.

Step 4

Close with review follow-up

After completion, continue with outcome updates and review-request workflows where eligible.

• • Lead status is marked correctly.
• • Review request state is updated where applicable.
• • Timeline remains auditable for future reference.

Team Controls

Team management is private and role-based.

• • Invites are issued from dashboard and can be revoked.
• • Member media and profile details are editable by authorized users.
• • Team workspace is separate from public profile visibility.

Assignment Workflow

Assignments connect lead records to accountable owners.

• • Lead records support assigned member and assignment timestamps.
• • Customer address resolution is supported for dispatch workflows.
• • Assignment status can be filtered inside Leads.

On-My-Way Session

Live tracking links are secure, tokenized, and private by design.

• • Public indexing is disabled for team session routes.
• • ETA text and distance context update during active sessions.
• • Completion reasons are tracked for operational audit.