Your Day on the Today Screen

This page walks you through the Today screen โ€” your home base โ€” so you can run your whole day from it.

Today is the first thing you see when you open the app. It pulls together your route, your clock-in, your next stops, and your progress, all in one place.

๐Ÿ“ท [SHOT: mobile-today-1] โ€” mobile โ€” Full Today screen showing greeting, beat card, next stops, and clock-in card โ€” caption: "Today gathers your route, clock-in, and next stops in one screen."

The beat card and your progress

A beat is your planned route of outlets for the day. At the top, the beat card shows your route's name and how far along you are: how many outlets you've visited, how many remain, your visits today, and your time in the field.

As you complete visits, the progress moves on its own โ€” no need to tick anything off.

๐Ÿ“ท [SHOT: mobile-today-2] โ€” mobile โ€” Beat card with route name and Visited / Remaining / Visits today / In field counts โ€” caption: "The beat card tracks your progress through today's route."

Note: If you don't have a beat planned for today, you'll see a plain stats strip instead of the beat card, and a "due for a visit" list (below) takes its place.

Next on beat

Below the beat card, Next on beat lists your upcoming stops, with the nearest ones to do first. Each stop carries a small badge so you know its state at a glance:

  • Next โ€” the stop to head to now.
  • You're here โ€” you're close enough to this outlet to start.
  • Ongoing โ€” you have a visit running here.
  • Visited โ€” done for today.

Tap a stop to continue it, open it, or start a visit there.

๐Ÿ“ท [SHOT: mobile-today-3] โ€” mobile โ€” Next on beat list with Next, You're here, and Visited badges โ€” caption: "Tap your next stop to open it and start a visit."

Due for a visit (when you have no beat)

On days without a beat, Today shows a Due for a visit list instead. It surfaces the outlets that need you most โ€” ones you've never visited, or ones you haven't visited in a while โ€” at the top. It's your ready-made plan when no route is set.

๐Ÿ“ท [SHOT: mobile-today-4] โ€” mobile โ€” Due for a visit list with overdue outlets at the top โ€” caption: "No beat today? The Due for a visit list shows who needs you most."

The ongoing-visit banner

If you have a visit running, a banner appears reading something like "Visit ongoing ยท 12 min". Tap it to jump straight back into that visit. If you leave and come back to the app mid-visit, the app opens that visit for you automatically.

๐Ÿ“ท [SHOT: mobile-today-5] โ€” mobile โ€” Ongoing-visit banner showing elapsed minutes โ€” caption: "Tap the ongoing-visit banner to resume where you left off."

Warning: You can only have one visit open at a time. Mark your current visit complete before starting the next one.

The clock-in card

The clock-in card is how you start and end your working day. It reads "Start your day" before you clock in, "On the clock since" with your start time while you're working, and "Day ended" once you clock out. It also shows how many punches are still waiting to sync.

๐Ÿ“ท [SHOT: mobile-today-6] โ€” mobile โ€” Clock-in card reading On the clock since 08:14 โ€” caption: "Start and end your day from the clock-in card."

Tip: Clocking in also starts your route tracking for the day. See Attendance: clock in & out for the full flow.

Nearby-due drop-ins

When you're near outlets that are due for a visit โ€” even ones not on today's beat โ€” Today shows a nearby-due card. It's a gentle nudge for easy, opportunistic stops while you're already in the area.

๐Ÿ“ท [SHOT: mobile-today-7] โ€” mobile โ€” Nearby-due outlets card listing close-by stops โ€” caption: "Catch easy wins with nearby outlets that are due for a visit."

Planned-deliveries reminder

If you've booked orders for future delivery and a delivery date has arrived or passed, Today shows a reminder like "3 planned deliveries due". It keeps your promised deliveries from slipping.

๐Ÿ“ท [SHOT: mobile-today-8] โ€” mobile โ€” Planned-deliveries reminder card โ€” caption: "A reminder keeps your planned deliveries on time."

Points

A points card shows the points you've earned and your rank, so you can see how your day is stacking up. Tap through for the full leaderboard.

๐Ÿ“ท [SHOT: mobile-today-9] โ€” mobile โ€” Points card with points total and rank โ€” caption: "Track your points and rank right on Today."

The sync strip and banners

Near the top, a sync strip shows the date, whether you're Online or Offline, and when you last synced (for example, "Sync ยท 09:42"). The app works fully offline, so being offline is fine โ€” your work saves on the phone.

If something needs your attention, a colored banner appears:

  • An amber banner means a sync hit an error โ€” tap it to retry.
  • A red banner means some records were set aside ("needs attention") because the server refused them. Open it to see why and decide what to do.

๐Ÿ“ท [SHOT: mobile-today-10] โ€” mobile โ€” Sync strip with Online status and an amber sync-error banner โ€” caption: "The sync strip shows your connection; a banner appears if sync needs attention."

Note: Even when a record is set aside, your data stays safe on your phone. Nothing is lost. See Working offline & syncing.

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