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Tracking Mileage in Urable

Easily track miles for mobile jobs and Urable will automatically compile that information, by Resource, in the Analytics tab.

Instructions for tracking mileage in Urable:

  • Adding a resource

  • Assigning a resource

  • Tracking miles in Analytics

Adding a Resource to Urable:

  1. Go to Employees/Resources in the side menu

    1. click ADD at the bottom of the page

    2. click "Resource" to add that resource to Urable. See screenshot

    3. name your Resource (Van 1, Van 2, etc.)

    4. upload an image of the Resource (optional)

    5. this resource will then show up on the Preferences > Calendar > Internal page.

  2. Go to Preferences > Calendar > Internal,

    1. scroll down and "Select Assignee"

    2. select the assignees that you want to appear on your main calendar under "Assignees"

    3. this allows you to filter your calendar/build your route by Assignee

Assigning a resource to a job:

  • in a newly created job:

    • click ADD > Quote/Job

    • fill in customer, vehicle, products/services and schedule, if applicable

    • click "Assign" and check the box for the the applicable Resource to be attached to this job

  • in an existing job:

    • go to the job

    • click 'edit' in the "Schedule" section

    • click "Assign" and check the box for the the applicable Resource to be attached to this job

  • Important: make sure to go to each route and click the checkbox for "Log Miles Traveled" as this pushes it to Analytics

Tracking mileage in Analytics:

  • go to Analytics > Employees/Resources

  • scroll to "Distances" at the bottom of the page

  • set a date range in the upper right

  • under "Miles logged" get the total mileage per Resource

Video Tutorial: https://youtu.be/HEDd8Q03oUw?si=BoPUm06Eie4Iqo7I

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