Mobile App
Using the mobile app to organize your daily schedule
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Using the mobile app to organize your daily schedule
Last updated
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In addition to the multi-day scheduling and route planning features available on the web dashboard, sales reps can use the mobile app to view their daily schedule. Once they log in, sales reps can choose between Job List, Map and Calendar views by selecting their desired option on the bottom navigation bar.
Sales reps can use their existing email address and password that was set up for them on the web dashboard. If they need to reset their password, they can ask an admin to do so on their behalf.
Sales reps can select a specific day to view a route optimized list of customer addresses that they have to visit. Sales reps have the option of marking each address as arrived or skipped. Clicking the more info button opens up a screen showing customer details such as the internal job_id, opportunity potential and time interval (time to be spent with the customer).
Sales reps can select a specific day to view a route optimized list of customer addresses that they have to visit. Just like a standard calendar application, sales reps can choose to view their schedules by day, week or month. The schedule for each day is represented by columns and each visit is shown with a unique customer_id.
If the sales reps wants to see how his schedule across one or more days looks like on a map, he can click on the Map tab to select the map view. Visits are shown as markers (colored by opportunity type) and clicking on each marker brings up an info window with detailed information about the visit. The sales rep can select one or more dates on the date selector widget to have the multi-day schedule shown on the map.
