Address-Based User Sorting: How to Assign Users by Proximity to Job Sites

📍 Address-Based User Sorting: Assign Users by Proximity to Job Sites
 

📘 Article Purpose

This guide explains how Ontraccr automatically sorts users by distance to the project address when assigning shifts, and how to enable and use this feature effectively.

🚗 What Is Address-Based User Sorting?

When assigning users to a shift, Ontraccr can show how far each person is from the job site.

This makes it easy to:

• Reduce travel time
• Improve efficiency
• Prioritize local team members

📌 The system shows distance in kilometers, and automatically sorts users from closest to farthest.

🧱 How to Enable It

You’ll need to complete two steps:

Step 1: Add Project Address

1. Make sure your Project has an address set.
2. You can do this under the Projects tab.

Step 2: Add User Addresses

1. Go to Staff > Manage Users
2. Click Edit on a user profile
3. Check the "Add Address" box
4. Enter the user’s home or base location

📥 Using the Feature in the Shift Slider

When creating or editing a shift:

1. Select a Project with an address
2. Go to Assigned Users
3. On the left of each user’s name, you’ll see a distance (km) indicator
4. Users with saved addresses will appear at the top, sorted by closeness

🔍 What If a User Has No Address?

• They will still appear in the list, but without a distance
• They are listed after all users with valid address distances

🧠 Best Use Cases

• Service Dispatch: Send the nearest tech to urgent calls
• Same-day Scheduling: Reduce last-minute commute issues
• Job Cost Optimization: Minimize travel reimbursements

🔐 Privacy Note

Address sorting does not expose full addresses to other users—it’s only used for dispatching logic visible to admins or dispatchers.