What is the Daily Summary and how can I use it?

The Overview Summary tells you what’s happening. The Daily Summary tells you where it’s happening — a ground-level view of every shift scheduled for today, who’s assigned, and what’s been completed.

Overview

The Daily Summary gives you a clear view of all scheduled work for a selected day. It shows who is assigned, where they are going, and when each job starts and ends. You can switch between List View and Map View depending on how you

want to manage your team.

List View (Schedule Overview)

This view shows your schedule in a table format.

What you’ll see:

• Client – The customer or job location
• Assigned Staff – Team member handling the task
• Status – Scheduled, in progress, or completed
• Shift – Morning, afternoon, or custom shift
• Start & End Time – Job timing
• Actions – Options to update or manage the job

How to use it:

• Review all jobs for the day in one place
• Assign or update shifts quickly
• Check job status at a glance
• Make quick schedule changes

Map View (Location Overview)

This view shows all jobs plotted on a map.

What you’ll see:

• Map pins – Each job location
• Team Status panel – Assigned staff with job details
• Schedule details – Start and end times

How to use it:

• See where your team is assigned
• Plan routes more efficiently
• Spot gaps or overlaps in coverage
• Balance workload across locations

Switching Between Views

• Use the List View / Map View toggle at the top
• Choose based on your task:
• List View for detailed scheduling
• Map View for location planning

Changing the Date

• Use the date selector to move between days
• Check past, current, or upcoming schedules

When to Use the Daily Summary

Use this feature when you need to:

• Plan your team’s daily work
• Track job progress
• Adjust schedules quickly
• Get a quick snapshot of team activity