Schedule visits and use the dispatch map

Add a visit

1. 1Step 1: Open Schedule and pick Day view.
2. 2Step 2: On a computer, drag across open time. On a phone, tap an open time.
3. 3Step 3: Pick Saved customer, New customer or Quick sale.
4. 4Step 4: Fill in the visit and choose who it is assigned to in Assign to.
5. 5Step 5: Tap Add to schedule.

• Tip: You can also choose Create and then New visit from any page.

Move or reassign a visit

1. 1Step 1: In Day view, drag a visit to a new time or work area, or drag its edge to change the length.
2. 2Step 2: In Week view, drag a visit by its grip to another day. The time stays the same.
3. 3Step 3: With a keyboard, focus the grip, press Enter, use the arrow keys, then press Enter to save.
4. 4Step 4: To change who does it, open Change assignee, pick a person, add a short note and tap Save assignee.

Dispatch map and suggested order

1. 1Step 1: Tap Dispatch to see each person's stops for the day, in order.
2. 2Step 2: On a phone, switch between List and Map.
3. 3Step 3: Under Suggested order, Relay shows a shorter order for the stops that can move. Check Ignore times if times do not matter.
4. 4Step 4: Tap Apply order to save it. Only owners and managers can apply an order.

• Tip: Distances are straight line, not driving.