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 […]
Resource scheduling
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 […]
Solicit Availability from Team Members
Capturing Team Availability Report on Utilization While Respecting Boundaries We are excited to show you the latest DayBack custom workflow designed to manage your team’s availability. Managing a team’s availability is no small task, especially when dealing with a mix of contractors and full-time employees. Understanding who is available, when they can work, and their […]
Drag Unscheduled Items Into Your Calendar
It’s common for customers to have lists of items they need to schedule. These may be contracted services on an order that was just approved or canceled appointments that need rescheduling. Often, these items don’t appear on the calendar because they don’t yet have a date assigned or their date is in the past. Now […]
Call Center Scheduling – Filtering by Skill And Location
Click-to-Filter: Show Resource Tags in the Calendar’s Sidebar We’d love to show you the latest addition to our collection of DayBack extensions. This new sidebar enhancement allows you to harness the full power of Resource Tags when filtering your calendar by resource. Resource tags allow you to define a set of skills or attributes for […]