What You'll Learn
How to view real-time technician locations and activity
Where to find timesheet data for approval
The difference between real-time and historical activity tracking
Requirements
Extensions needed:
Timesheets module
Important: Field staff must press play/pause when performing tasks and submit their timesheets in the Uptick App for data to be captured accurately.
Viewing Real-Time Technician Activity
Open the Realtime technician dashboard to see what your technicians are doing right now.
How to Access
On the Uptick Web Platform:
Go to Insights and Reports from the main navigation
Select Realtime technician dashboard
Or from your main Dashboard:
The Realtime Technician Activity map is also available as a tile on your main dashboard
What You'll See
Feature | Description |
Map View | Shows the approximate location of each technician (indicated by initials) and active tasks (shown as colored dots based on task status). A technician appears where they last logged a task event with a location today. Click a technician to see their name, when the event happened and what they did. Click a task dot to see the task. Task dots show tasks with a location that are not archived or cancelled, and completed tasks appear only when they were completed this calendar month. On your main Dashboard, switch on Today's appointments only to show only task dots with an appointment starting today, in the appointment's own timezone. The switch affects the task dots only. Technicians and the table below still show everyone working today. In workspaces with the Telemetry extension, a technician whose device reported within the last hour appears where it last reported, as a pulsing avatar, instead of at their last located event. Hover over the avatar to see when it last reported, for example "Last reported 9:31 am, 2 min. ago". A Live for N techs banner in the top left of the map shows how many technicians are placed this way. The banner is hidden while no technician is placed live. Click a live technician's avatar to open their popup and show their route. |
Technician Name | Lists each active technician. A car icon beside the name shows the route through the technician's task events for the day when clicked. In workspaces with the Telemetry extension, a technician placed live has a location icon instead, with the tooltip "Click the location icon to view their telemetry route for the day." It draws the route their device recorded today, with a break wherever the tracker went quiet, in place of the line through their events. The map shows one technician's route at a time. |
Started | The time the technician began their first task |
Today's Sessions | A visual timeline showing travel time vs. work time. Hover over a session to see its type, its start and end times, and a link to its task. Click a session's bar to open its task. Sessions that are not on a task cannot be clicked |
Productivity | Percentage breakdown of travel time compared to on-site work |
Activities | Number of tasks completed so far today. This counter and the three remark counters below sit together in the last column, which has no heading |
Added, Verified and Resolved | Count of remarks added, verified and resolved. Each counter is a circled icon beside its count. The icon is outlined and greyed out at zero and filled with colour once there is something to count. Hover over a counter to see its name |
Task Sessions and Task Events
On the Realtime technician dashboard page, two tabs in the bottom-left corner of the map switch what sits under it:
Task sessions shows the technician table described above.
Task events shows a live feed of today's task status changes, newest first. Each row shows when the change was made (Updated), the task's Category, the Task, the Round (when your workspace uses rounds), the Client, the Property, the Account that made the change (shown as "System generated" when Uptick made it) and the Message with the status the task moved to. The feed opens on the latest 50 changes, checks for new ones every minute and adds them to the top.
The tabs are available on the dashboard page, not on the tile on your main Dashboard.
To narrow what you see, click Filters in the top-left corner of the map, set any of Category, Stage, Due, Branch (when Branches are enabled) and Service group, then click Apply. Category, stage and due narrow the task dots and the task events. Branch and service group also narrow the technicians shown. The button shows how many filters are set. The selected tab and filters stay in the page address, so you can bookmark a view, for example to keep the task events feed open on a wall display.
Reviewing Timesheet Data
Once technicians submit their timesheets, you can review and approve their hours.
Where to Find Timesheets
Go to Tools > Timesheets and click on the colored blocks next to a specific technician to:
View their submitted sessions
Edit session details if needed
Approve or reject timesheet entries
See weekly and monthly totals
Note: Timesheets update every 60 minutes after submission.
Understanding the Difference: Real-Time vs. Historical
Uptick offers two different ways to track technician activity:
Realtime technician dashboard (This Article)
Purpose: Monitor current, live activity
Best for: Checking where technicians are right now, tracking today's productivity
Access: Insights and Reports > Realtime technician dashboard
Task Assurance Report
Purpose: Monitor all technicians activity on the task
Best for: Checking whenever technician started working on the task and any GPS coded actions performed.
Access: View the task -> Open the Timesheet card -> Click Assurance report
Technician Activity Dashboard
Purpose: Analyze historical performance data
Best for: Monthly performance reviews, trend analysis, resource planning
Access: Insights and Reports > Workforce Performance > Click into any technician's row
Troubleshooting
Not seeing any technician activity?
Confirm technicians are pressing play/pause on tasks in the Uptick App
Check that technicians have submitted their timesheets
Verify the Timesheets module is enabled for your account
Map not loading?
Refresh your browser
Check your internet connection
Ensure technicians have location services enabled on their devices
Related Articles
Technician Activity Dashboard - For historical performance data
Workforce Performance Dashboard - Team-wide productivity metrics
Manage Timesheets for Your Field Team - Timesheet approval process
Configure Labour Settings - Set up timesheet types and multipliers
Need more help? Contact our support team through the chat widget or email [email protected]