HelloTracks
HelloTracks is a location-based workforce management platform for dispatching jobs, optimizing routes, tracking mobile teams, and managing field operations.
Verdict
Common use cases
- Check field tech locations during dispatch calls
- Archive completed jobs at end of week
- Pull job details when customer asks for ETA
- List overdue jobs before daily standup
- Find nearest team member to urgent site
Integration
- Vendor
- HelloTracks
- Category
- productivity
- Auth
- API_KEY
- Tools
- 10
- Composio slug
hello_tracks
Tools
- Archive Job
Archive one HelloTracks job while keeping it recoverable in HelloTracks.
- Delete Jobdestructive
Permanently delete one HelloTracks job; use only for a disposable or intentionally removed job.
- Get Account Context
Identify the connected HelloTracks account and return its company, teams, units, and API-enabled state.
- Get Current Locations
Read precise latest-known GPS coordinates and available movement, elevation, and battery telemetry for selected visible HelloTracks members, optionally with addresses, without pinging their devices.
- Get Job
Retrieve one HelloTracks job by its job ID.
- List Jobs
List HelloTracks jobs with optional time, progress, archive, external-ID, and assignee filters, returning one controllable page.
- List Members
Search visible HelloTracks members for identity and assignment details without returning location or device telemetry.
- List Places
Find visible HelloTracks places by name or place IDs for use in job planning.
- Update Job
Partially update the editable details of one existing HelloTracks job.
- Upsert Job
Create a HelloTracks job, or update the existing job when the supplied external ID already matches one.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Search for HelloTracks and click Connect. 3. You'll be prompted to paste a HelloTracks API key—generate one by logging into HelloTracks, opening Settings > API, and creating a new key with read and write permissions. 4. Copy the key and paste it into Switchy's prompt, then click Authorize. 5. Switchy confirms the connection by fetching your account context (company name, teams, units). 6. Open any Project and type '@HelloTracks get account context' to verify the MCP responds with your HelloTracks org structure. 7. To test location data, try '@HelloTracks get current locations' and confirm it returns GPS coordinates for visible team members.
What teammates see: by default, memories from HelloTracks are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Projects have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Morning Dispatch Check
@HelloTracks list jobs from today that aren't archived, then get current locations for all visible members with addresses
Job Status for Customer
@HelloTracks get job [paste job ID here] and summarize its progress, assigned member, and any notes
Weekly Job Cleanup
@HelloTracks list jobs completed in the last 7 days, then archive each one and confirm the count
Find Closest Technician
@HelloTracks get current locations with addresses, then tell me which member is closest to [paste address here]
Overdue Job Report
@HelloTracks list jobs that are overdue and not archived, then group them by assigned member
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@HelloTracks show me the current locations of all field technicians on the downtown team with battery levels below 20%
Found 3 members matching your criteria: • Sarah Chen (Technician) - 37.7749°N, 122.4194°W (Mission District, San Francisco) - Battery: 18%, last updated 4 minutes ago • Marcus Johnson (Technician) - 37.7858°N, 122.4064°W (Financial District, San Francisco) - Battery: 12%, last updated 2 minutes ago • Elena Rodriguez (Technician) - 37.7699°N, 122.4469°W (Haight-Ashbury, San Francisco) - Battery: 15%, last updated 7 minutes ago All locations include elevation and movement telemetry. No device pings were sent to retrieve this data.
This example demonstrates real-time GPS tracking without draining field workers' batteries. Requires read access to member locations. Location freshness depends on the HelloTracks mobile app's background sync cadence—timestamps show when coordinates were last reported, not when they were requested. Useful for dispatch decisions but not for emergency response where second-by-second accuracy matters.
@HelloTracks create a new job for installing fiber at 450 Market Street, assign it to the next available technician on the North Bay team, and set the deadline for end of business Friday
Job created successfully: • Job ID: JOB-8472 • Title: Fiber installation - 450 Market Street • Assigned to: David Park (North Bay team, currently available) • Deadline: Friday, January 17, 2025 at 5:00 PM PST • Status: Scheduled • Place: 450 Market St, San Francisco, CA 94111 (matched to existing HelloTracks place) David will receive a mobile notification. The job is now visible in the team dispatch board.
This write action creates a job record and triggers a push notification to the assigned worker's device. Requires write permissions and assumes the place address exists in your HelloTracks account or can be geocoded. Assignment logic ('next available') is interpreted by the AI based on member status—verify the assignment matches your dispatch rules before the worker starts travel.
@HelloTracks pull all jobs completed in the last 7 days, group them by team, and draft a weekly summary highlighting any jobs that took longer than their estimated duration
Weekly Job Summary (Jan 8-14, 2025): **Downtown Team** (18 jobs completed) • Average completion: 2.3 hours per job • 3 jobs exceeded estimates: JOB-8401 (HVAC repair, 4.5h vs 2h est), JOB-8429 (electrical audit, 3.2h vs 1.5h est), JOB-8445 (plumbing emergency, 5h vs 3h est) **North Bay Team** (12 jobs completed) • Average completion: 1.8 hours per job • 1 job exceeded estimate: JOB-8438 (fiber install, 3h vs 2h est) Overall completion rate: 96.7%. Recommend reviewing scope estimates for HVAC and emergency jobs—actual durations consistently run 50-80% over plan.
This synthesis example pairs HelloTracks job data with AI reasoning to surface operational patterns. The AI calculates duration deltas and identifies trends across the raw job list. Accuracy depends on workers logging start/end times consistently in the mobile app. Use this for retrospective planning, not real-time dispatch—job status updates may lag by several minutes.
Use-case deep-dives
When HelloTracks wins for same-day service routing
A 12-person HVAC company runs three trucks doing emergency calls and scheduled maintenance. The dispatcher uses Switchy to pull current locations every 20 minutes, check job progress against the day's list, and route the next call to whoever finishes first. HelloTracks' Get Current Locations returns GPS plus battery and elevation without pinging devices, so the crew isn't interrupted. The dispatcher creates new jobs in HelloTracks through Switchy when a customer calls, assigns them to the nearest available tech, and archives completed work at end-of-day. This works because the team is small enough that one person can see all members and the job churn stays under 40 per day. If you're running 8+ trucks or need automated dispatch logic, you'll outgrow the manual coordination model fast. For teams at this scale, HelloTracks through Switchy turns location context into faster response without adding dispatcher overhead.
When real-time location sharing closes the customer loop
A landscaping crew of six handles residential jobs across two counties. The office manager uses Switchy to check job progress mid-morning and again at 2pm, then proactively texts clients whose appointments are running late or ahead of schedule. She lists today's jobs filtered by progress state, grabs current locations for the assigned members, and cross-references the job's place address to estimate arrival. HelloTracks doesn't auto-notify customers, so this manual check-in loop is the bridge. It works because the crew size is manageable and the manager already owns customer communication. If you're doing 20+ jobs a day or need automated ETAs, the twice-daily manual pull becomes a bottleneck. For small crews where personal client touch matters and job count stays predictable, this gives you location-aware customer service without building custom integrations or paying for a heavier platform.
When HelloTracks supports post-job documentation requirements
A four-person environmental consulting firm does site inspections that require timestamped location proof for regulatory filings. At month-end, the admin uses Switchy to list completed jobs, retrieve each job's details including timestamps and assignee, then pull the member's location history for that window to confirm on-site presence. HelloTracks keeps the GPS breadcrumbs; Switchy assembles them into a report the firm attaches to compliance submissions. This works because the job volume is low—maybe 30 inspections a month—and the audit happens in batch, not real-time. The API-key auth and archive-not-delete workflow mean the data persists for the required retention period. If you need live geofencing alerts or automated compliance flags, HelloTracks won't trigger them. For small teams doing periodic location-dependent work where the proof comes after the fact, this turns field tracking into defensible documentation without custom dev work.
Frequently asked
What does the HelloTracks MCP let me do in Switchy?
It connects your HelloTracks field workforce data to AI workflows. You can query real-time GPS locations, retrieve job details, list team members, search saved places, and archive or delete jobs. The MCP reads telemetry like battery and elevation without pinging devices, so you can build reports or trigger alerts based on current field conditions.
Do I need admin access to connect HelloTracks?
You need an API key from HelloTracks, which typically requires account-owner or admin permissions to generate. The MCP respects your HelloTracks visibility rules—if your account can't see certain teams or members in the web app, the MCP won't surface them either. Check with your HelloTracks admin if you're unsure about API access.
Can the MCP create new jobs or update job assignments?
No. The current tool set is read-heavy plus archive and delete. You can list, retrieve, and remove jobs, but creating jobs or reassigning them to different members isn't supported. For job creation workflows, you'll still need the HelloTracks web app or mobile interface.
Why use this instead of the HelloTracks mobile app?
The MCP is for automation and bulk queries, not replacing the field app. Use it when you want AI to pull location data for 20 drivers at once, cross-reference job progress with CRM records, or trigger Slack alerts when a crew enters a geofence. The mobile app remains the tool for drivers logging time and updating job status.
Who on the team should connect the HelloTracks MCP?
Whoever manages dispatch, operations reporting, or field analytics. The person connecting it needs the HelloTracks API key and should understand which teams and job data the key exposes. Once connected in Switchy, any workspace member can query the data in shared chats, so coordinate with your team on access expectations.