LOGIN TO YOUR ACCOUNT

Getting Started

Site Map plots every site and machine in your CoinOp dataset on an interactive map. The toolbar across the top is your command center — layers, filters, routing, data sources, and account actions all live there.

Quick-start workflow

• Sign in with your CoinOp account. Data downloads once and is cached for the rest of the session.
• Use Search or the Filter panels to narrow the map to the sites or machines you care about.
• Click markers to inspect, or use Site Directions to build a multi-stop route from clicks.
• Use Build Route to plan from a CSV runsheet or every visible site in one click.
• Export the optimized route as a CSV runsheet for your driver or technician.

Signing In

• Enter your CoinOp username and password on the login screen. The eye icon next to the password reveals what you typed.
• Your credentials are kept only for the current browser tab — closing the tab signs you out automatically.
• If sign-in fails, you'll see an error message above the form. Verify your credentials or check with your administrator.
• Logout (under the More menu) ends the session and clears cached site, machine, and route data.

The Map Canvas

• Pan — click and drag to move the map.
• Zoom — scroll wheel, pinch on touchpad/touchscreen, or double-click. Min zoom 4, max zoom 18.
• Clusters — when sites or machines overlap at low zoom, they roll up into a single numbered cluster. Click a cluster to zoom in and expand it.
• Most toolbar buttons show a tooltip explaining what they do — hover briefly to read it.

Map Layers

The map has two interchangeable layers. Switch between them from the Data Source menu in the toolbar.

• Site Layer (default) — one diamond marker per site. blue = CoinOp, pink = KoalaKrane. Mixed-ownership clusters appear half blue / half pink. Best for planning by location.
• Machine Layer — one square marker per machine, color-coded by category: Smart, Tap & Play, None. Best for technician dispatch where individual machines matter.
• Switching layers preserves your active route — selected sites carry across in either direction where they share machines or locations.
• The Legend at the bottom of the map updates automatically with the active layer, so the swatches always match what's on screen.

Toolbar Buttons

• Site / Machine Layer — toggle which layer is active.
• Site Directions — click site markers to build a multi-stop route. The fastest visit order is calculated automatically. Use the Start/End dropdowns to pin endpoints.
• Build Route (dropdown) — two ways to build a route at once:
  • Route Site File — upload a CSV runsheet to build a route from listed sites.
  • Route Filtered Sites — route every site currently visible under the active filters.
• Excluded Sites — view, restore, or clear sites/machines you've removed from routing and filters.
• Data Source — switch datasets or load custom site data from a CSV.
• Service Tags — manage tags and their default service times. Tags can be applied to machines and used as filters in the Machine Layer.
• More (dropdown) — less-frequent actions:
  • Fetch API Data — reload all sites and machines from the server, replacing the cached copy.
  • User Guide — reopen this guide.
  • Logout — sign out and clear cached data.

Viewing Site Information

Click any diamond site marker on the map to open the Site Information panel.

• Shows the site name, address, and tags (state, type, group, area, route).
• Lists every machine at the site with its model, category, and serial number.
• Add Site to Directions — adds (or removes) the site from the active route.
• Exclude Site — removes the site from filters, routing, and the map until you restore it.
• Click any machine row in the list to open that machine's details.
• Close the panel with the × in the top corner, or by clicking elsewhere on the map.

Viewing Machine Information

Open the Machine Details panel by clicking a square machine marker (Machine Layer) or a machine row inside a Site Information panel.

• Shows model, category, serial number, on-site status, and any assigned service tags as removable chips.
• Add Machine to Directions — adds or removes the machine from the active route.
• Exclude Machine — hides this single machine from filters and routing.
• Add Tag — opens a picker listing every service tag not yet attached. Click a tag to assign it.
• Click the × on a tag chip to remove that tag from the machine.
• The site name at the top of the panel is clickable and jumps back to the parent Site Information panel.

Search — Step by Step

The Search box (top right) accepts site names, addresses, or machine serial numbers — partial matches work, and it's case-insensitive.

• Type at least one character — the Search Results panel opens automatically on the left.
• Each result row shows the site name, full address, and small badges for state, machine count, and site type.
• If your query matched a serial number, that machine row appears under the site with the matching digits in bold.
• Each result has two action buttons: Add Site to Directions (or Add Machine, in Machine Layer) and Exclude.
• Click anywhere on a result row to fly the map to that location — the marker pulses red so you can spot it.
• Use the Clear button next to the search box to reset the input and close the results panel.

Filters — Step by Step

Three filter panels sit on the right side of the map.

• Site Filter — groups for State, Owner, Site Route, and Site Type.
• Machine Filter — groups for Category, Model, Model Size, and Onsite (On Site / Off Site).
• Attributes Filter — auto-built from the attributes found on machines (flags, statuses, custom fields).
• Click a panel header to expand it. The three filter panels are mutually exclusive — opening one automatically collapses the other two so the right column stays compact.
• Inside a panel, click a group header to expand it, then tick boxes to apply filters — results update immediately.
• Within a group, multiple selections combine as OR (e.g. State = NSW or VIC).
• Across groups, selections combine as AND (e.g. State = NSW and Owner = CoinOp).
• An active filter shows a blue count badge on the group header and on the panel title.
• Clear Filters (red button between Search and Site Filter) wipes every site, machine, attribute, and service-tag filter at once.

Active Filter Items Panel

The Active Filter Items panel (to the left of the right-side filter column) shows every filter currently applied as a removable chip, grouped by Service, Site, Machine, and Attribute.

• The panel is collapsible — click the header to expand or collapse it.
• It auto-expands whenever a filter is added or removed, so you can see the current state at a glance.
• It auto-collapses when there are no active filters, keeping the map area uncluttered.
• Click the × on any chip to remove that individual filter.

Building a Route from the Map

• Click a site (or machine) marker → press Add to Directions in the info panel.
• Repeat for every stop you want to include. The Fastest Route panel opens once you have two or more stops.
• The visit order is optimized automatically. Use the Start at and End at dropdowns at the top of the panel to pin the first or last stop.
• Remove a stop with the × next to it in the route list. The route recalculates instantly.
• Click any leg in the route panel to expand turn-by-turn driving directions for that segment.
• Export saves the optimized route as a CSV (one row per machine, including site ID, address, model, serial, service tags, service time, and coordinates).
• Exclude removes every stop currently in the route from future filtering and routing.
• Clear All empties the route without excluding anything.

Building a Route from a CSV Runsheet

Click Route Site File in the toolbar and select a CSV.

What to expect in the CSV

• A standard comma-separated CSV with a single header row on the first line. Values can be quoted with double quotes if they contain commas.
• Required columns (at least one alias for each must appear in the header):
  • Site Name — accepted aliases: site name, site_name, sitename, name, site.
  • Address — accepted aliases: address, site_address, site address, location, full address, street address.
• Optional columns that improve matching accuracy:
  • Site ID — site_id, siteid, site id. Highest-priority match when present.
  • Serial Number — serial number, serial_number, serialnumber, serial, sn. Used to locate sites via a known machine.
• Column headers are case-insensitive and surrounding whitespace is ignored.
• Empty rows are skipped automatically.

Validation

• The file must end in .csv — the upload dialog filters by this extension.
• If either Site Name or Address (or one of their aliases) is missing from the header, the upload is rejected and a message lists exactly which column is missing.
• If the header is valid but no row can be matched to a known site, you'll see a "No matching sites found" message — check that the site names, IDs, or addresses match the data in the system.
• If some rows match and others don't, the upload proceeds and a status bar reports "N of M entries could not be matched".

Matching & result

• For each row, matching is attempted in this order: Site ID → exact Site Name → fuzzy Site Name → Serial Number → Address → first column as a fallback. The first match wins.
• After upload, a summary appears showing how many rows matched and how many didn't.
• Unmatched rows are listed in a collapsible Not Found section so you can review them and correct your CSV.
• Matched sites are appended to the active route (already-selected sites are skipped) and the optimized visit order is calculated automatically.

Routing All Filtered Sites

• Apply filters first to narrow the map to the sites you care about.
• Click Route Filtered Sites in the toolbar.
• If no filters are active, you'll be asked to confirm before adding every site on the map.
• Already-added stops are skipped automatically. Two or more stops are required to draw a route.
• In Machine Layer the same button reads Route Filtered Machines and works identically on machines.

Service Tags — Create, Attach, Remove

Open the Service Tags menu from the toolbar.

• Create a tag — click + Add, enter a name and a default service time (minutes), then click the green checkmark to save.
• Attach to one machine — open the Machine Details panel → click Add Tag → pick a tag from the list.
• Bulk attach — in the Service Tags menu, click Apply next to a tag. It assigns the tag to every machine currently visible under the active filters (after a confirmation prompt).
• Remove from a machine — open the Machine Details panel and click the × on a tag chip.
• Filter by tag — click the small filter icon on a tag in the menu to limit the map to machines that carry it.
• Edit — click the pencil icon on a tag to change its name or default service time.
• Delete — click the trash icon. You'll see how many machines currently use the tag before you confirm.

Excluded Sites & Machines

Excluding hides items from filters, routing, and the map. Use it for closed sites or machines you don't want in your runsheet.

• To exclude — open a Site or Machine info panel and click Exclude Site / Exclude Machine. You can also exclude every stop in a route at once with the Exclude button on the Fastest Route panel.
• To review — click Excluded Sites in the toolbar. The dialog shows separate counts for sites and machines and a search box.
• To restore one item — click the × next to it in the dialog. It returns to the map immediately.
• To restore everything — click Clear in the dialog header.
• The toolbar button shows a red badge with the current excluded count.

Custom Site Data

Load your own CSV of sites alongside or instead of the server data — useful for one-off prospect lists, new openings, or sites not yet in the back office.

• Open the Data Source menu → Insert Custom Data. After the first upload the label changes to Append.
• The CSV uses the same column rules as a runsheet — Site Name and Address are required (see the Building a Route from a CSV Runsheet section for the full alias list).
• The first upload replaces the server data on the map; subsequent uploads append and deduplicate by address.
• The toolbar Data Source button shows a blue badge with the current custom-row count once at least one custom site is loaded.
• View Custom Data opens a dialog with two sections: matched rows (geocoded successfully and shown on the map) and skipped rows (couldn't be geocoded — usually because the address is incomplete or unrecognized).
• The dialog has a search box for finding a specific custom site, and a Clear button to remove all custom rows at once.
• Clear Custom Data reverts the map back to the server dataset.

Marker Cues

Markers change appearance to reflect their state:

• Blue diamond — CoinOp site (Site Layer).
• Pink diamond — KoalaKrane site (Site Layer).
• Square — machine, color-coded by category (Smart, Tap & Play, None) in Machine Layer.
• Teal/amber outline — currently part of the active route.
• Pulsing red — the focused marker (e.g. just clicked from search results or a result panel).
• Clusters — grouped markers shown as a circle with a count. The cluster color blends the colors of its members (mixed CoinOp / KoalaKrane clusters are half-and-half).
• The Legend at the bottom of the map mirrors these swatches and updates automatically when you switch layers.

Map Type

Click the hamburger button (top-left of the map) to choose a different base map. Five styles are available:

• Light (default) — minimal grayscale background. Best for clear marker visibility.
• Dark — dark grayscale background. Easy on the eyes for long sessions.
• Streets — full-color street map with labels.
• Satellite — aerial imagery. Useful for verifying a site's surroundings.
• Terrain — topographic map with elevation shading.

Your choice applies until you change it again — it does not affect markers, filters, or routes.

Stats Bar

The strip at the bottom of the map shows live counts:

• Visible / Total Sites — how many sites are currently shown vs the total in the dataset (after filters, excludes, and the active layer).
• Visible / Total Machines — same idea for machines.
• The "visible" number drops as you apply filters and rises again as you clear them — a handy at-a-glance check that filters are doing what you expect.

Exporting a Route

The Export button on the Fastest Route panel downloads the optimized route as a CSV ready for a driver, technician, or external system.

• One row per machine in the Machine Layer, or one row per site in the Site Layer.
• Rows are written in the optimized visit order, with a Stop # column to preserve sequence.
• Columns included: Stop #, Site ID, Site Name, Address, State, Site Type, Site Group, Site Area, Site Route, Machine Count, Machine Model, Serial Number, Category, Owner, Service Tags, Service Time, Service Minutes, Latitude, Longitude.
• Service Tags are joined with semicolons; Service Time is the human-readable total (e.g. 1h 15m) and Service Minutes is the raw number for spreadsheets.
• If you've pinned start/end stops, the export reflects that order.

Session & Data Refresh

• Site, machine, and attribute data is fetched once at sign-in and cached for the rest of the tab's lifetime — switching layers, filtering, and routing all happen instantly against the cache.
• Routes, exclusions, service tags, and custom site data persist across page reloads within the same browser tab.
• Use Fetch API Data (under the More menu) to discard the cache and reload everything from the server — handy after a colleague has updated a site in the back office.
• Logout clears all cached data and returns you to the sign-in screen.

Tips & Troubleshooting

• "I can't see any markers." — Check the stats bar. A 0 visible count means an active filter or exclusion is hiding everything. Try Clear Filters and the Excluded Sites dialog.
• "My route looks wrong." — Verify the start/end pins at the top of the Fastest Route panel and remove any stray stops with the × beside each one.
• "A site is missing from my CSV runsheet match." — Open the Not Found section after upload to see the exact unmatched rows. The most common cause is a typo or a site that hasn't been geocoded yet.
• "I want to start fresh." — Logout clears the cache; signing back in will pull a clean copy of every site, machine, route, and tag from the server.

Keyboard Shortcuts (Tour)

• → or Enter — next step
• ← — previous step
• Esc — exit the tour