Your Today Screen

Today is the first tab and the screen you land on when you sign in. It’s built to answer one question with as little scrolling as possible: what do I do next?

Read it top to bottom once and you’ll never need to think about it again.

The greeting and the chip

Your name and the date, and at the top right the sync chip. The chip is the one thing on this screen worth glancing at every time: Synced means all your work has reached the office; Pending with a number means that many things are saved on your phone waiting for signal; Offline means no connection at all. Tap it for the detail. See Working with No Signal if it ever says anything you don’t expect.

Your next door

The first card is the next house on your route, with its address and a big Start visit button. Tap it and you’re on that house’s page with the visit already begun — that’s the whole morning in one tap.

If nobody has planned your day yet, the card says so and offers Plan doors, which turns your leads into a walking route. When you’ve knocked the last door on it, the card reads Route complete with how many you knocked today, and offers to plan more.

What’s underneath

Three short lists, each with a count, and each empty until there’s something in it:

• Appointments — anything booked for today.
• Follow-ups — houses you said you’d come back to that are still open.
• Today’s activity — every visit you’ve recorded so far today, so you can check a house without hunting for it.

None of it needs signal to read. It’s all on your phone, and the chip at the top tells you when the office has caught up.