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Field team
My day for techs
Techs see their stops in order, mark progress, tick checklists and keep working with weak signal.
Your day
- Step 1: Open My day. Your stops show in start time order.
- Step 2: Use Directions to get there and Call to reach the customer.
- Step 3: Tap On my way when you leave. If on my way emails or texts are on, the customer gets one with a live tracking link.
- Step 4: The first time, Relay asks if you want to share your location while you drive. Say yes to show the customer an approximate dot and an arrival estimate, or Not now. Change it any time in Your profile.
- Step 5: Tap Start job when you arrive. Location sharing stops then, or as soon as you reach the address.
- Step 6: Tick checklist items with Mark complete, or tap Can't do this and say what stopped the step.
- Step 7: Tap Mark visit complete when the job is done.
Put Relay on your phone
My day shows Put Relay on your home screen the first time you open it.
- Step 1: On Android, tap Install app.
- Step 2: On iPhone, open Relay in Safari, tap Share, then Add to Home Screen.
Working with weak signal
If you lose signal, a banner says you are offline. Checklist ticks, En route, Started and photos are kept on your phone and sync when you are back.
Finishing a visit needs a connection. Other pages need a connection too.
A small note shows how many changes are waiting to sync.
Do it in Relay
You may be asked to sign in first.
