Visual Booking for Call Centers, Receptionists, and Self-Scheduling Overview: See Ideal Appointment Slots Most scheduling workflows created in DayBack show schedulers the gaps in their schedules so they can find the right resources for each opportunity. But sometimes, gaps don’t tell the whole story. You may have invisible constraints like skill-matching, cleaning requirements, or multiple […]
Salesforce
New Admin Tools for Calendar Settings
Our customers are more likely to try new things when it’s easy to revert their changes. So, we’ve introduced some new tools to make it easier for large deployments to manage their calendar setup. We hope these tools help you feel more confident customizing your calendar and building creative workflows to defend your time. Migrate […]
Assign Technicians by Skill Set and Drive Time
Field Service Jobs Requiring Multiple Technicians Gathering your team’s availability and scheduling jobs based on specific staffing requirements is a common challenge for Field Service teams. We’ve previously shown you how DayBack and be used to simplify the process of soliciting availability from team members. In today’s video, we’d love to show you a way of […]
Embed DayBack Calendar in Salesforce Flows
You’ve always been able to embed DayBack on a Salesforce record page, and now you can include the calendar in Salesforce flows. On an opportunity’s record page, for example, DayBack can show the appointments or work orders for the opportunity. In a flow, DayBack picks up criteria from the flow and offers potential appointment slots […]
Drive Times in Salesforce Calendars – OBSOLETE
Maps functionality has been built-in to DayBack, so this article is obsolete. The improved functionality is covered here: Original blog contents below If your team makes frequent stops to multiple locations, it is vital to visualize time and distance in your schedule. You’ll want to see if you’ve created realistic routes and drive times. Using […]