Direct Link: https://support.aptora.com/faq/maps-introduction/
Total Office Manager gives you the ability to easily create maps and get directions from your home base to jobs or from job to job. The Map feature even allows you to give accurate directions to your personnel if they become lost. Total Office Manager uses Microsoft’s award-winning MapPoint™ technology for a consistent interface.
To use the Maps functions from within Total Office Manager, the computer used must have Microsoft MapPoint installed. MapPoint may be purchased from any reputable supplier of software. MapPoint version 2004 and newer (subject to change) is compatible with Total Office Manager. We recommend that you use MapPoint 2009.
When Total Office Manager is opened, it will check for MapPoint on the computer. If Total Office Manager is unable to find MapPoint on your computer (if it is not installed), the Maps menu selection will be disabled.
- From the main menu, select Tools | Maps to access this feature.
Map – Map View Window
The Map consists of a number of areas. The top portion of the window reveals the Work Order List. Any changes made to Work Orders in the Maps window will automatically affect the Work Order list. All functions associated with the Work Order list are also found in this list, including the Filter Center located to the left of the list.
The Map is location is directly below the Work Order list. The default map for Total Office Manager is all of North America. Most businesses will find this view difficult to use, as it is too broad; it is possible, however, to change the default view upon startup of the Maps window. To set the default view, use the mouse to create an area to view by clicking and dragging, making an area outline in the map. Once the area is selected, click inside the outline and the map will redraw to the frame you’ve just created. When you feel that you have view that is workable for your business area, click the “Set Default Map” button in the bottom toolbar. The MapPoint control creates a “default.ptm” file in the same directory as the Total Office Manager application. If you delete this file, the map will open to North America.
By default, the company name and location are displayed on the Map with a small “home” symbol. If this information is not displayed the map will remain blank.
Please note: It is possible to set the default view such that the Company “base” is not visible. Use the MapPoint zoom in/out and scrolling methods to relocate the default view. Make sure you click on the “Set Default Map” button when you are satisfied with the map.
The Map area also houses a Route Planner area, making it easier for users to plan and route multiple stops at one time. Toolbars are also included for customization. Visual maps, as well as directions, can be generated using this feature.
Map Control Icons
The Maps window offers multiple toolbars and icons to help you customize your maps and driving routes for your company.
Enter an address in these fields and click the “Find” button. The map will change views to show the address with a “You Are Here” message.
Legend and Overview
Find Nearby Places
Link Data Wizard
Import Data Wizard
Data Mapping Wizard
Export to Excel
Search the Web
Show in Window’s Live Local
Location and Scale Toolbar
Zooms in and out of the map. Alternately, you could use the built-in controls of the MapPoint control. Start by right-clicking on the Map to see the available controls.
Use this to clear all of the message and jobs from the Map. Once done it will automatically add the home base as defined by the company address.
Prints the map.
Set Default Map
Use this to set the default map view when the window is first opened.
Map – Destination
Enter an address in these fields and click the Find button. The map will change views to show the address. The map changes views to show the address with a destination message.
You can find the route between the current location and the destination by clicking the Route button. The map view changes to show the directions to from the Current location to the Destination location.
Map – Filter Bar
The filter bar is a convenient way to filter out what Work Orders are available. You can filter by the following ways:
- Start Date
- End Date
- Work Order Type
Map – Job To Job
The Job to Job tab uses the jobs listed in the Work Order list. The jobs in the two lists change according to the current filter on the list. Select the Start Job and the End Job and click the “Route Button”. The map view changes to show the directions from the Start Job to the End Job.