Schedule a field team directly from DayBack calendar. See technician, lead, and vehicle availability at a glance, with drive times calculated automatically. If you run field operations (maintenance crews, construction teams, or mobile health care technicians), you know the morning dispatch routine. Someone has to figure out who’s available, which vehicle to send, whether the […]
Custom Actions
Visualize Skill Matching and Suitability
What is the Best Day and Crew for this Work Order? When you have complex staff and equipment requirements for a job, you need a way to quickly see which of your potential dates most closely match your job’s criteria. Here, a small instance of DayBack is embedded on the work order. DayBack is picking […]
Automating Follow-Up Scheduling in DayBack
Creating Templates for a Series of Related Appointments In part one of this series, we explored how DayBack can help you manage a cancellation waitlist, allowing patients to move into earlier openings as your schedule becomes available. In this second post, we’ll look at how DayBack can also streamline follow-up appointment scheduling by automating complex […]
Smarter Workflows Inside DayBack: Live Event Validation & Dynamic Calendar Forms
Your DayBack is about to get a lot smarter. Two new capabilities will make scheduling and workflows more intuitive and reliable. DayBack isn’t just a calendar; it’s the workflow engine for your schedule. It should work how you think— helping to guide you through decisions, catching mistakes before they happen, and making data entry feel natural. […]
Open Chatter Activity or Other Salesforce Modals from DayBack
In this post, we’ll walk through how to extend the DayBack Calendar’s capabilities by launching custom Visualforce pages as floating modal popovers, all from within your favorite DayBack views. We’ll demonstrate how to trigger these modals via button actions inside your calendar, allowing you to create rich contextual workflows without leaving the calendar. One practical example […]