Today's Plan
‘Today’s Plan’ button will allow the managers to view route assigned to the respective rep/resource to be followed today as well as the route that is being traveled by the respective rep/resource in real-time, and the appointments assigned to them for today. The route assigned to the rep/resource will be shown in sky blue color and the route that is being traveled by the rep/resource in real-time will be shown in navy blue color. As the rep/resource moves on the field, the pushpin for the rep/resource can also be seen as moving on the map.
Sales and Other Modules
Clicking on the User’s pushpin, its tooltip card opens up. User can also hover on the plotted user’s pushpin to see further information about the rep. The below screenshot shows the information about the rep in the tooltip card for the rep ‘Robert H’. Here user can click on the ‘Today’s plan’ button to track Robert for today.
Users can view the following information of Appointment Timestamps on the Summary card opened up for the respective rep. They can also hover on the resource pushpin to see these details.
Start Time
End Time
Total Travel Distance
Total Travel time
Total Appointments
Total Completed Appointments
Total Canceled Appointments
Total InProgress Appointments
Total Scheduled Appointments
User can go to the Layer Menu and use the toggle button to show/hide the route being tracked in the real-time and the route that was assigned to the resource.
User can also click on the pushpins of the waypoints on the map to view the details of the respective Account/Contact.
Field Service
Clicking on the Resource’s pushpin, the tooltip card opens up. The below screenshot shows the Tooltip card of the Resource Sam K.
Users can view the following information of Booking Timestamps on the Summary card opened up for the respective resource. They can also hover on the resource pushpin to see these details.
Total Travel Distance
Total Travel time
Total Bookings
Total Completed Bookings
Total Canceled Bookings
Total InProgress Bookings
Total Scheduled Bookings
End Time
Start Time
User can go to the Layer Menu and use the toggle button to show/hide the route being tracked in the real-time and the route that was assigned to the resource.
User can also click on the pushpins of the Bookable resource bookings plotted on the map to see information about that booking.
User can also click on ‘View Data’ button to view the details of the resources.
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