Visualizing and Routing Operational Data with QB Maps

Use QB Maps to combine multiple QuickBase tables on a single interactive map, visualize tasks and service hubs, and generate optimized routes for field technicians, either for a single origin–destination pair or for multiple clustered jobs in one trip.

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Step 1: Open QB Maps and View Combined Task and Site Data

On the QB Maps interface, load the configuration that combines your task (work) data and site (service hub) locations on a single map. You should see:

• Pins representing tasks (for example, in orange).
• Pins representing sites or locations (such as offices and service hubs), visually distinguished in a custom legend.
• A list view of all locations included on the map, synchronized with the pins so that selecting a list item highlights the corresponding map pin.

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Step 2: Inspect a Service Hub Location

Use either the map or the list to locate the service hub you want to examine. Click on the corresponding pin or entry to open its details and review key information about that location (such as name, type, or any other fields sourced from your QuickBase app that provide context).

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Step 3: Set the Service Hub as the Route Origin

From the service hub details, use the location or directional options to set this hub as the origin for a route. This will be the starting point for planning a technician’s trip in QB Maps.

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Step 4: Select a Nearby Task and Review Its Details

On the same map, identify one of the tasks located near the selected service hub and click its pin or list entry. Review the task details displayed, including:

• Assigned customer
• Task start and end times
• Customer address and any other relevant fields

If you need additional context beyond what’s shown in the map popup, open the full task record directly in QuickBase for a complete view of all related information.

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Step 5: Set the Task as the Destination and Generate Directions

Once you’ve confirmed this is the task to be serviced from the selected hub:

1. Assign the task to the same route you started from the service hub.
2. Set the task location as the destination for the route.

3. Navigate to the Directions section in QB Maps to view the origin and destination that you’ve just defined.

4. In the Directions view, verify that the correct origin (service hub) and destination (task) are listed.

5. Click Get Directions to calculate the route between these two points and use it to dispatch a service technician or other employee to the customer location.

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Step 6: Filter Tasks by Service Radius from a Specific Hub

From your QuickBase dashboard, review the list of service locations, each showing:

• Site name
• Site address
• Service radius (maximum distance in miles that tasks can be from the site)

Use the View Jobs or equivalent control for a specific service hub to open QB Maps with a filtered view of tasks that fall within that hub’s defined service radius. Zoom out on the map as needed to see the full serviceable area and all eligible tasks within that radius.

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Step 7: Enable Multi-Select and Choose a Selection Tool

To build a more complex route that includes multiple nearby tasks in a single trip:

1. Open the Directions tab within QB Maps for the selected hub.

2. Enable Multi-select to access drawing tools that allow you to select multiple locations at once (for example, via rectangle or custom shape selection).

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Step 8: Draw a Shape to Select the Service Hub and Nearby Tasks

With multi-select enabled:

1. Choose the rectangle (or other) selection tool.
2. Draw a rectangle that starts at the service hub and encompasses the nearby tasks you want to include in a single trip.

3. Confirm that the selection includes all desired locations; QB Maps will indicate the number of locations inside the shape (for example, four locations: the hub plus three tasks).

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Step 9: Define Source and Destination for the Multi-Stop Route

From the list of selected locations:

1. Choose which location will serve as the source (starting point). Typically, this is the service hub.

2. Choose the destination. In many use cases, this is also the service hub, so the technician returns to the same location at the end of the route.
3. Ensure both source and destination are clearly set among the selected points.

With the source and destination defined, click Get Directions to have QB Maps automatically generate an optimized route that:

• Starts at the service hub
• Visits each selected task in an efficient order
• Returns to the service hub at the end

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Step 10: Open the Route in Google Maps and Share Directions

After QB Maps generates the route:

1. Open the route in Google Maps to access additional live navigation context such as traffic conditions, toll roads, and other map options.

2. From Google Maps, send the directions directly to your phone via email or text message, or copy the link for sharing with technicians or team members.

This workflow turns QB Maps into an interactive operational tool that connects planning, dispatching, routing, and execution, enabling better visibility, smarter scheduling, and reduced travel time for your field operations.