Minimum Version Required: 21.01
Steps
My Day Overview
My Day includes 3 different view options:
Stops view - List of scheduled customer stops and assignments.
Map view - Displays each customer stop as a pin on the map.
a. Tap a map pin to view the customer, address, phone number, and current distance from the customer.
b. Tap the blue distance icon to open Google Maps driving directions.
c. Use the search bar to search for a customer stop on the map.
Service Time(s) view - Calendar view of scheduled stops organized by the planned start time.
Add an Event to My Day:
Tap the '+' button from any view of My Day.
Select an Event Type.
For Customer Interaction Event Types, select a Customer.
Select an Activity/Assignment.
Tap the '✔'
View Events for a different date:
Tap the calendar icon.
Tap a date.
a. A red bubble on the calendar indicates today's date.
b. A blue bubble on the calendar indicates a date with Events.
c. A date with no bubble indicates no Events exist for that date.
Access eChat from any My Day view:
Tap the message bubble to open eChat.
Complete a Swipe-Down Sync:
Tap the downward arrow or swipe down from any My Day view.
Fields And Definitions
Customer Interaction - Events related to a specific customer (Presell Stop, Delivery Stop, Line Cleaning, Merchandising, etc.).
Other Assignments - Events not related to a specific customer (Break, Lunch, Pre/Post Trip, etc.).
Swipe-Down Sync - Sends information from the handheld to the server and from the server to the handheld. Large files including images or documents will not sync during a swipe-down sync.