Scan for gaps in your schedule and drag events to reschedule them. Visual scheduling prevents conflicts and overscheduling. Stop missing deadlines and finish projects sooner when you can see what’s coming.
Create separate calendars for each layer of your business. Sales, installation, service, and inspection each have their own requirements, resources, and workloads.
Resources are anything in your business that gets overscheduled: people, equipment, or processes. Organize them into folders so you can filter into just one area. Or show them all at once and look across the whole customer experience on horizon view.
Include custom objects and Google Calendars to get a complete picture of your work.
Create a public URL for any filtered schedule so you can share plans with folks outside of Salesforce.
Shared schedules are read-only and can be created for just one project, or for just one contractor’s work across several projects.
Changes made in DayBack are synced to your URLs so they’re always up to date. And you can expire a shared schedule at any time.
Monthly and weekly schedules leave important milestones just out of view. Horizontal grids like swimlanes and horizon view let you understand your schedule at a glance. Zoom out on horizon view to work at longer timescales so deadlines don’t sneak up on you.
You have complete control over what shows up in the calendar: include facts about your contacts and accounts or add icons to make critical milestones stand out. Add your own fields and buttons to capture the information you need to plan your work.
Easy for admins to configure while including the hooks developers need to truly customize it.
Validate locations on a map or jump into Google maps for details and directions.
Quickly scan for conflicts and find gaps in your schedule using horizontal scheduling grids.
Drag appointments to new people, trucks, or processes to visually balance your workload.
Filter your schedule by clicking on resource folders based on teams, capabilities, regions, or business processes.
Use icons to make scheduling problems stand out: jobs taking too long and budget overruns should jump while you’re planning.
DayBack respects your Salesforce roles and permissions sets. Edits you make in DayBack follow the same rules, triggers, flows as edits made in your own pages.
Docs, examples, and strategies are available online and in-app. And if you get stuck, we’ve got your back.
DayBack works great in mobile browsers and in SF1. All calendar config is available in mobile so you can refine your processes on the move.