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BUZ Help

Using your day

Here’s how to do the everyday things on My Day.

Call the customer

Tap the green Call button (or the phone icon on a card). Your phone dials the customer straight away.

Get directions

Tap the blue Directions button. Google Maps opens with the customer’s address ready to drive.

Change the status

Tap the small status chip on a card, then pick the new stage — e.g. change “Booked” to “Won”. It saves instantly.

Look at another day

Tap the arrows either side of the date. Tap Back to today to jump straight back.

See an appointment’s full details

Section titled “See an appointment’s full details”
  1. Tap the appointment card. A full-screen sheet opens with everything about that job.
  2. Change what you need — the details or the status, just like on the computer.
  3. Tap Save. Your changes are kept and the list updates.

Clear your follow-ups

Section titled “Clear your follow-ups”

If you have follow-ups due today (or overdue ones), a Follow-ups due card sits at the top of the day. Each row shows the date, what you wrote and the account.

Deal with one

Tap the row. It opens whatever the follow-up is about — the lead, the order, or the customer’s account.

Tick it off

Tap the green Done button on the row. It disappears from the list straight away.

Nothing due means no card. See Follow-ups & tasks for how they get there.

The whole-day driving route

Section titled “The whole-day driving route”

If your day has two or more stops with addresses, a blue Open route in Google Maps button appears at the top. Tap it to open every stop, in time order, as one trip.