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 […]
Salesforce
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
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 DayBack’s mapping integration, you can optimize your schedules and plan routes that work best for your drivers and your customers. DayBack gives […]
Resource Filters and Skill-Based Scheduling
Match available resources to the demands of your work by filtering based on resource location, skills, or any tags you need. Folders are a great way to organize your resources, and it’s common for larger organizations to create folders for each location or for teams. This way, I can easily filter for “my team” or […]