See When Assets are Passing by Unscheduled Jobs Showing unscheduled items on the map lets you see when a route is passing close to jobs you need to schedule. As you click on each truck, you’ll see it’s route for the day and find unscheduled jobs that would be good candidate for joining that route.
Seeing Availability at a Glance We recently customized DayBack for a customer who wanted to consolidates all the decisions of team assignments into a single screen. When a dispatcher clicks on a job, they can schedule the entire field team (technicians, lead, vehicle, departure plan, and equipment) without leaving the calendar.
A number of customers have repurposed the unscheduled sidebar in DayBack as a waitlist. Schedulers can drag eligible appointments from the sidebar into their schedule when there are cancellations.
We often see folks struggling to schedule both crew membership and crew assignment. This is particularly tough if crew membership can change with the different roles required on different jobs. The interface below helps a great deal. You can see the crew leads, with red icons, and the crew members below them. Note how the second day of electrical work has Pat leading different crew members. You can…
Rather than wait for validation until an appointment is submitted, DayBack can show validation inline while users are completing an entry in the calendar. Then, instead of running into FileMaker validation errors one-at-a-time, DayBack can surface all the places where an event may be out of bounds, and even rank those issues by severity: All of this is made possible by DayBack’s custom event actions that let developers…
Use DayBack’s resource views to break out your schedule by project instead of by resource. When you’ve organized your scheduling by project, you’ll see your capacity differently and may be able to make better decisions when allocating your team. Learn more and see this in action on the DayBack blog: Toggle Between People and Projects.
We’ve made some big changes to how you filter and assign resources when editing events in DayBack. These changes will make it much easier to work with large numbers of resources, especially for folks assigning multiple resources to the same event. Watch a video of the new behaviors and learn more here: Adding Multiple Resources to an Item. If you haven’t looked at your resource field mapping in…
Show Available Slots that Match Multiple Criteria Schedulers often look for gaps in their schedules to find the open resources for each opportunity. But sometimes, gaps don’t tell the whole story. You may have invisible criteria like skill-matching, cleaning requirements, or multiple resources to schedule at once. Or you may be on the phone with an opportunity and must suggest available times as quickly as possible. In these…
Resource Scheduling Swimlanes You can now extend the pivoted scheduling view in DayBack to show items by week instead of solely by day. This lets the swimlanes in your schedule present your resource allocations for up to 23 weeks at a time (almost six months). In the screenshot above, most installation and training appointments take a whole week to complete. But a few items just take a few…
DayBack can now render a list of items needing to be scheduled. Users can drag items from this list into the calendar when they’ve found an open resource. This list appears to the right of the calendar in a special sidebar, and FileMaker developers have a lot of control over which items show there and what they look like. Customize with Calc Fields in FileMaker An item is…
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