Highlights
- Plan your day on the visit map. Suggest Route and Optimize Route show your route for the day, and you can download maps to use offline.
- Reschedule visits by dragging them. The visit calendar has Month, Week, Weekday, and Day views, and you can drag a visit that hasn’t started to a new time.
- Complete your visits in one place. Check in, work through tasks and surveys, place orders, record core ranging and pack-outs, add notes, and check out.
- Work offline with confidence. The Sync page shows what’s waiting to upload, keeps a sync history, and lets you open or retry an item that didn’t sync.
- Schedule faster on a tablet. Drag an account from the side panel onto the calendar to start a new visit.
- The home screen lists today’s visits, upcoming visits, and overdue visits.
- Tap Sync Data or View Calendar from the home screen.
- Suggest Route draws today’s route. Optimize Route compares your original route with an optimized one, and you can Accept or Reject it.
- Tap Directions to open the visit address in your preferred maps app.
- Download Map saves an area for offline use, and Manage Offline Maps lets you remove saved maps.
- Choose Month, Week, Weekday, or Day view. Weeks start on Monday, and you can show or hide weekends in Week view.
- Press and hold a visit that hasn’t started, and then drag it to reschedule it. In Day view, you can also drag the top or bottom of a visit to change its start or end time.
- On a tablet, drag an account from the side panel onto the calendar to create a visit.
- Search for an account by name or address. Each account shows its full address.
- Set the planned end with quick options such as 30 minutes, 1 hour, or 2 hours, or pick a specific time.
- Check in and check out of a visit, with your location captured if your admin turns it on.
- Mark a task as complete, or tap Can’t Do and choose a reason.
- Filter tasks on the visit by All, Not Started, In Progress, or Completed.
- Tap Cancel Visit to choose a reason, and decide whether to copy incomplete tasks to your next visit.
- Add notes, add tasks, attach files, capture photos, and log incidents from the visit.
- Choose tasks and surveys for your next visit to the account, add a note, and assign the to-do to a teammate.
- Surveys support text, number, date, picklist, checkbox, barcode, signature, photo, and other question types.
- Attach photos to survey questions when your admin turns it on.
- A progress counter shows how many questions you’ve answered, and Next on the keyboard takes you to the next question.
- Browse accounts and other records your admin sets up, and view, create, or edit them.
- Related lists show how many records each list contains.
- Tap an address to open it in your maps app.
- Forms show the right keyboard for email, phone, URL, and number fields, and Next moves to the next field.
- Photos lets you browse the photos you’ve taken and search by name or record.
- The Sync page shows sync status, total records and images, pending changes, and sync history.
- When an item doesn’t sync, open the record or retry the item from the sync history.
- Turn Sync Images on or off from the Sync page.
- Choose a pricebook and category, add products with quantity steppers, and set the PO date, contact, and status.
- Capture a signature when your admin requires one.
- Choose a range type, search products, and record values with plus and minus buttons.
- Scan or enter barcodes, record cases packed out and expiry dates, and capture before and after photos.
- Choose your default calendar view, default visit duration, and default visit start time.
- Choose your preferred maps app and transport mode.
- Turn on visit reminders and choose how long before a visit you’re reminded.
- Set auto sync, sync frequency, and Wi-Fi only sync.
- Dashboards and Chatter are available from the side menu.
- The app version shows in the side menu.