This feature makes your crew usage truly 'one-stop shopping'
For admins and operators, use of SingleOps has long been easy to navigate and intuitive to use. Now your crews will find the My Day feature makes it easy to see their entire day in one centralized location. No longer will they need to navigate back and forth between schedules, route planners, work orders, and job pages. My Day makes using SingleOps truly 'one-stop' (DISCLAIMER: 'one-stop' relates to your crews' use within SingleOps: your crews will still need to visit each job site scheduled throughout the day ☺ ).
Using the My Day Feature
My Day will bring together all tasks, visits, items, maps/routes, and associated actions and documents for everything scheduled for, well... your day! NOTE: use of My Day is always within the context of the a) assigned data elements for b) the logged-in userfor c) the current day (see more on changing date below). If you seem to not be seeing something on your My Day page, check those areas first: ensure that the visits or tasks are assigned to you, ensure the logged-in user is who he/she should be, and/or ensure you're on the day you want to view.
To begin using My Day, click the green Go To My Day button in the upper-right region of your home page (probably the first page you see upon login... but should you need to navigate there, click the home icon at the top of the left toolbar).
Once you've clicked the button, you'll be taken to the new My Day page.
As mentioned earlier, this page represents the collection of all elements needed by your crews, drivers, estimators, or sales representatives. We'll go through each to give you a little more detail as to what is included.
In the upper-left region of the page, you're presented with the items list. This list contains all the materials, services, equipment, and labor to be used in that day's visits. The items are grouped by their category to make it easier for your crews to know which materials and equipment should be loaded for the day.
Map with Route and Visits
In the upper-right region of the page, you'll see the map which has been expanded to show all visits which have been assigned to the user and scheduled for that day.
The map can be zoomed in and out, panned and rotated, and even supports use of Google's street view. The map can even be temporarily pushed out to fill the entire page if/as needed. The starting visit is denoted by a green pin, and the last visit on the route is denoted by a red pin. NOTE: if you have on-site tasks, those may be masked by the visit pin as they are in the same location. This is normal, and should not cause concern to the user.
It is also worth noting at this point that the date at the top of the map will always default to 'today' since it's assumed that the user is checking 'my day' for the current day. But the date can be scrolled into the past using the left arrow... or scrolled into the future using the right arrow. If the range to be skipped is more than a few days, it's more efficient to use the calendar picker (just to the right of the current date) to move directly to the desired date. Once the date has been changed, the rest of the page will also update to include all the items, itinerary, and routes/visits assigned to and scheduled for the logged-in user on that date. Use the calendar picker to return to the current date if needed.
The visits and tasks scheduled for the selected date will be listed in chronological order and will display the job name, the client name, the scheduled start/stop times, and the location address. Visits are denoted by the house icon, whereas tasks are denoted by the notepad icon. Visits will show any related tags. Tasks will bear an additional icon showing to which resource they are linked: an attaché case for a job, or a person icon for a client.
While technically a part of the itinerary, actions and documents are worthy of their own explanations. We'll cover the actions subsection here, and discuss the documents subsection in the next block.
• Message - clicking the Message button will offer you the opportunity to e-mail or text directly from the My Day page. Functionality is exactly the same as that offered elsewhere within SingleOps.
• More Info - clicking the More Info button will offer you a fully-functional contextual modal of the visit or task for that row.
• Contextual action buttons - the action shown will depend on the item row in the itinerary: for the visit row, you will be offered a Complete button which will, when clicked, take you to the visit completion page for that visit. NOTE: clicking the Cancel button will take you to the Completed Jobs page, not back to your My Day page, so... best to use your browser's back button to get back to your My Day page. For the task row, you'll be offered a Start button which will convert to a Complete button once the task has been started.
The documents section of the itinerary is exactly as it sounds: you can click here to see any related documents that you have permission to view. In the current example, it seems largely-related to work orders, but when used by estimators or sales representatives, you might expect to also see proposals or budgets.
As with most things in SingleOps the very best way to learn about using My Day is to jump in and actually begin using My Day! But should you have questions or difficulty, or should you desire further training for your staff and crews, please let us know by clicking the green Help widget in the lower right side of your screen
or you can e-mail Support at email@example.com
And have a great My Day! ☺