My Workday

1 min read Planning the day
On this page
  1. Accessing My Workday
  2. Using My Workday
  3. Related entities

Accessing My Workday

My Workday is the screen where all the appointments of an operator are shown for a given day. To access it you can:

  • Click the My Workday button in the Quick Actions section on the Notifications screen.
  • Click the calendar with check icon in the mobile navigation menu.
  • From Settings → My Workday, also on desktop.

Using My Workday

The screen is divided into three main elements, from top to bottom:

  • Date navigation: you can use the side arrows to navigate between calendar days. You can also click on the text My Workday for <DD/MM> to open a calendar and navigate to any date you want.
  • Map: You see a map with the addresses of all appointments planned for the day, as well as the start and end point if your appointments belong to a route. If you click it, it will open Google Maps with directions for the route.
  • Appointments: You can see all appointments planned for the day, ordered by start time. When other operators are assigned, the card displays With {names} so you can see your colleagues without opening it. Clicking an appointment opens its screen. Once completed, it is hidden and Show completed appointments appears so you can display it again, unless you still have an active time entry on it: it stays visible until you clock out.
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Appointments Appointments (also called visits) are scheduled events within a work order where one or more field operators perform the actual work for a customer.…