How the two screens connect
The Calendar and My Day are two windows onto the same information. Change something in one, and it shows up in the other. Nothing is doubled up.
Which screen for which job?
Section titled “Which screen for which job?”| If you want to… | Use… |
|---|---|
| See everyone’s week at once | Calendar — the office planner on a computer |
| Book a customer with the best rep | Calendar — it suggests and ranks reps for you |
| See just your own jobs for today | My Day — on your phone |
| Call a customer or drive to them | My Day — big Call & Directions buttons |
| Mark a job as Won on the road | My Day — tap the status chip |
| Plan a driving run for the day | Either — Map view on the calendar, or the route button in My Day |
Moving between them
Section titled “Moving between them”- From Calendar → My Day — click the phone button in the calendar toolbar.
- From My Day → Calendar — tap the calendar button at the top-right of My Day.