Calendar

Map View

The map view shows all your visits for the day displayed on a map. The task list on the left shows all the items for the day sorted into scheduled, anytime, and unscheduled tasks.

Hovering your cursor over any task on the left-hand side will highlight the address pin associated with it on the map.

To assign/unassign, mark complete, or delete the task, click on it either on the map or the task list.

 

Sorting Visits

You can sort the Anytime visits by clicking and dragging visits in the task list into the order you want them. The route on the map will update based on the order you put the visits.

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Map Pin Colors

Green: Assigned to a user and not yet complete

Orange: Unassigned task

Grey: Completed task

 

Assigning Visits

To assign visits in the Map view, click on the user's name at the top of the map. It will turn red. Then select the visit(s) that you would like to assign to them, either in the map or list. Once you have the tasks selected you can then click 'Save' in the top right corner.

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You can optimize the routes for visits assigned to your users on the map view. Learn more about Daily Route Optimization.

If a property address is unable to be found on the map, it will show with a red icon in the task list.

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