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.

Login and Authentication

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.

Viewing your Daily Schedule

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).

Viewing your Weekly Schedule

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.

Map View

‌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.

Admin

Sales Manager

Sales Rep

When a sales rep applies for leave, the store visits on that day are pushed to another day based on the following business logic:

1. The number of visits in a day does not exceed the maxStopsPerDay parameter (by default, this is set to 15).

2. The day selected is not a public holiday or a leave day.

3. The visit is within the defined distanceRadius of another store.

4. A store will not been visited within the same week.

Admin Access

User Access

Schedules are planned based on customer visit frequency, priority and location. The scheduling algorithm will do its best to to schedule high priority customer visits first, and then add subsequent visits on the same day if they are nearby.

If a visit cannot be done on a specific day, it is moved to a different day using the following business logic:

1. The number of visits in a day does not exceed the maxStopsPerDay parameter (by default, this is set to 15).

2. The day selected is not a public holiday or a leave day.

There are two ways to view a sales rep's schedule - calendar view or map view.

Calendar View

The calendar view shows the weekly schedule for a sales rep, with each column representing a calendar day. Colored blocks represent customer visits and the gaps between the blocks represent the travel time required to get to the next visit. There is always a break of one hour between 12 pm and 1 pm for lunch.

Users can browse the weekly schedule by using the calendar navigation tool on the top right or clicking the back and forward arrows on the sides of the calendar. Clicking on a visit brings up an option to either view the visit on the map view or delete it (admin / sales manager only). Deleting a visit only removes that store's visit from the day's schedule. Visits on other days to the same store are not affected. Clicking on the date at the top of each column brings you to the map view for that day.

Sales managers and admins can drag + drop a visit from one column to another to move it to a different day. This "force assigns" the visit to the new day. Once the day is reoptimized by pressing the "reoptimize your visits" button, the change is confirmed. Any visits that cannot be accommodated due to the new visit are shown at the bottom in grey.

Map View

The map view allows you to see the sales rep's route on a map, across multiple day. The side bar allows you to toggle specific days on or off, and when expanded, shows an ordered list of all the stops on each day.

A gantt chart on the bottom supplies a timeline view of the route for each day. Clicking on a visit on the gantt chart or sidebar will open an info window on the marker that corresponds to the visit. The color of the marker indicates whether the visit is high opportunity (green) or medium/low opportunity (orange) while the color of the polyline linking the visits tells you the date of the visit.