My Tours
What is My Tours?
My Tours shows the tours assigned to the current user: today's scheduled visits, upcoming plans, and a history of completed tours with notes and dispositions. It is a one‑stop view for field staff to manage their route for the day.
Key features
- Today's Schedule: A chronological list of visits you are expected to make today with party name, scheduled time, and distance from your current location.
- Start/Stop Trip: Start your day from this screen and open a tour to begin check‑ins. When a visit is selected you can check in/check out, add notes, and log expenses if configured.
- Visit details: For each visit you can view party contact details, past invoices, payments, the ledger, and add follow‑up tasks directly from the visit view.
- Trip management: Reschedule visits, mark a visit as cancelled, or import a prepared trip plan into your My Tours list.
- History & analytics: Review completed visits with disposition and checkout notes — useful for follow‑up and performance tracking.
Workflow example
- Open My Tours in the morning, review the day's list and route.
- Start the day (GPS tracking will activate if required).
- Tap on a visit to see party details and tap Check In when you arrive.
- After the meeting, tap Checkout, fill Disposition/Next Activity/Remarks, and move to the next visit.
My Tours is mobile-first and designed for quick on-the-road updates and minimal typing.