The Sidely schedule is a key tool for organizing and optimizing your workdays on the field. With its intuitive features, you can plan, track, and execute your commercial visits more efficiently and effectively.
1. Understanding the Schedule Layout
Two Display Modes
The schedule in the Sidely app is designed for optimal field use and offers two display modes:
Geographic Map:
View your points of sale on a map to quickly understand their geographic locations.
Ideal for planning your route and optimizing travel.
Dropdown List:
View all your day’s events in list form.
Each event includes key information such as:
Event type (visit, phoning, task, etc.).
Name of the associated point of sale.
2. Tracking the Status of Your Events
Sidely helps you maintain an overview of your actions with intuitive color codes:
Scheduled Events: Marked in orange, indicating tasks to be completed.
Completed Events: Turn green once finished, helping you track your progress.
3. Navigating to a Point of Sale
To easily get to a point of sale:
Select the Point of Sale
Tap its name in your schedule.
Access Quick Actions
Three action buttons will appear:
Navigation Button (Arrow):
Sends the point of sale’s geographic coordinates to your preferred navigation app.
Compatible with Waze, Citymapper, Google Maps, Apple Maps, and others.
Start Your Route
Follow the navigation app’s directions to efficiently reach the point of sale.
4. Best Practices for Efficient Schedule Use
Plan Your Days in Advance
Check your schedule the night before to anticipate your trips.
Identify the geographic areas to cover and optimize your routes using the map view.
Prioritize Your Visits
Use color codes to focus on remaining events.
Check event details to prioritize key visits (e.g., a Gold client or an urgent task).
Keep Your Schedule Updated
Mark each event as completed immediately after it’s done to maintain a clear view of your actions.
Add new tasks or visits directly from the app if needed.
Optimize Your Travel
Use the navigation feature to avoid delays or inefficient routes.
Combine geographically close visits to save time.
FAQ
1. Can I modify my schedule from the app?
Yes, you can add or delete events directly from the app in real-time as needed.
2. How do I know if an event is marked as completed?
When you finalize an event, it automatically turns green in your schedule, indicating it has been completed.
3. What should I do if I can’t find a point of sale?
Use the geographic map to check its location. If the point of sale doesn’t appear, contact your administrator or check your permissions.
4. Can I access my schedule without an internet connection?
Yes, your schedule is available offline. Changes or synchronizations will update once you regain a connection.
5. Does the app offer route optimization?
Yes, by combining the map view and navigation features, you can plan your routes optimally.
Keywords
Sidely Schedule
Managing Field Visits
Sidely Navigation
Route Optimization
Event Status in Sidely