Complete a Day Plan

This topic guides you with the step-by-step procedure to complete a day plan in the Effort Web Lite App. You can follow the below steps to complete a day plan in the Web Lite app.

  1. Login to your Effort Web Lite account.

    Refer to the Login to Effort Web Lite App topic for the step-by-step procedure to log in to the Web Lite app.

  2. Tap DAY PLANS card on the home screen.
    Completea Day Plan 1
  3. You can see the day plan assigned for today. Tap on the Day Plan Details card.
    Completea Day Plan 2
  4. Optional: Tap the info infoicon icon to view customer details.
    Completea Day Plan 3
  5. Optional: Tap the map mapicon icon to view the customer location on Google Map.
    Completea Day Plan 4
  6. Tap the CheckIn button given on a customer card to check in to the customer.
    Completea Day Plan 5
  7. Tap the Activity button given on a customer card to check in to the customer.
    Completea Day Plan 6
  8. Tap the ADD button given on the activity card that you want to perform.
    Perform ACustomer Activity 5
  9. Enter details in the form fields and tap the SAVE OPTIONS button.
    Perform ACustomer Activity 6
  10. Tap SAVE button.
    Perform ACustomer Activity 7
  11. Tap the CheckOut button to complete the customer visit.
    Similarly, complete all the other customer visits to complete the day plan.