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