# Calendar

### 1. Getting Started&#x20;

The calendar screen is your central hub for viewing and managing all your planned activities, whether for today or in the future.

* **System Requirements & Installation/Setup:** The provided sources do not specify system requirements or detailed installation/setup steps for the TourSolver Mobile app. Please refer to your organization's IT department or the app store listing for this information.
* **Initial Configuration: Opening the Calendar** Your journey begins from the main dashboard of the app.
  1. Look for the main action buttons at the **bottom** of your app screen.
  2. **Tap** the **calendar button**.

![](https://2128201777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fk9JwzsHapNrxFoB6ujEM%2Fuploads%2Fgit-blob-7b9a1d80aedfc230a1979529cefade6be97ed685%2FMainActions-Calendar_timestamp_0_to_12%E2%80%930_to_29.gif?alt=media)

### 2. Feature Explanations & Benefits

The TourSolver Mobile calendar offers powerful features to keep you organized and efficient.

* **Daily View (Default):**
  * **Benefit:** Provides an immediate overview of your current day's schedule, including customer interventions and events like lunch or briefings.
  * **Details:** Displays interventions as **cards**. A horizontal red line shows the current timeline, helping you see where you are in your day.
* **Date Selection:**
  * **Benefit:** Allows you to easily view interventions for any specific date, past (if enabled) or future.
  * **Details:** Accessed via the **calendar icon** at the top left of the calendar screen.
* **Calendar View (Cards):**
  * **Benefit:** Presents a clear, list-like view of all interventions for a selected date, detailing customer information and timings.
  * **Details:** Each intervention is displayed as a **card**, showing the customer's name, address, start/end times, and duration. A small colored circle on the right indicates the intervention's current status. Events like "lunch break," "briefing," "loading," and "unloading" are also listed.
* **Map View:**
  * **Benefit:** Offers a visual overview of your daily route and the location of each intervention, helping you understand your travel plan.
  * **Details:** Shows your start location and all interventions for the day, numbered in sequence. A route summary displays the number of interventions, total duration, and distance to travel. You can also see intervention cards alongside the map in full-screen mode.
* **Filters and Display Options:**
  * **Benefit:** Customize how you view your schedule, allowing you to switch between day, week, or list views, and access important actions.
  * **Details:** Accessed via the **filter button** at the top right of the screen.
* **Intervention Status Color Legend:**
  * **Benefit:** Quickly understand the status of each intervention at a glance based on its color.
  * **Details:** The color legend is accessible by tapping the **filter button**.
    * **Red:** Awaiting status.
    * **Light Red:** Accepted status (this is also indicated if a card says "your next visit" as your next action).
    * **Yellow:** In progress.
    * **Green:** Completed.
    * **Dark Purple:** Refused.
    * **Light Purple:** Abandoned.

***

### 3. Step by Step Instructions

Here's how to perform key actions within the TourSolver Mobile Calendar.

**3.1. Changing the View Date** To view your schedule for a different day:

1. From the calendar screen, tap the **calendar icon** at the **top left**.

![](https://2128201777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fk9JwzsHapNrxFoB6ujEM%2Fuploads%2Fgit-blob-bcf3ed8bf3273c2bf5982bee5733f98715814b58%2FMainActions-Calendar_timestamp_0_to_32%E2%80%930_to_46.gif?alt=media)

2. The current month will be displayed with today's date highlighted.
3. You have several options to pick another date:

![](https://2128201777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fk9JwzsHapNrxFoB6ujEM%2Fuploads%2Fgit-blob-eea4f7459b246b2ce33d10363c0f49e4f497169d%2FMainActions-Calendar_timestamp_0_to_55%E2%80%931_to_03.gif?alt=media)

4\. Once you've chosen your date, tap **OK** to confirm your selection or **Cancel** to close the pop-up without changing the date.

![](https://2128201777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fk9JwzsHapNrxFoB6ujEM%2Fuploads%2Fgit-blob-68d4a1c22e6bed3cc587c6f3f3e2cfde86383bbf%2FMainActions-Calendar_timestamp_1_to_53%E2%80%932_to_04.gif?alt=media)

**3.2. Switching Between Calendar and Map Views** You can choose how you want to visualize your interventions:

1. At the top center of the screen, next to the calendar icon, you'll see two view icons.
2. **Tap** the respective icon to switch:

![](https://2128201777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fk9JwzsHapNrxFoB6ujEM%2Fuploads%2Fgit-blob-d20233a28d8758b03fbd6b832037d527b1f28c0d%2FMainActions-Calendar_timestamp_2_to_12%E2%80%932_to_19.gif?alt=media)

**3.3. Using Filters and Display Options** To refine your view or access actions:

1. Tap the **filter button** at the **top right** of the screen.

![](https://2128201777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fk9JwzsHapNrxFoB6ujEM%2Fuploads%2Fgit-blob-52944a7edaab270cd3d7d0730be7d1bf86af71df%2FMainActions-Calendar_timestamp_2_to_33%E2%80%932_to_37.gif?alt=media)

2. From this menu, you can switch between Week, Day and List

![](https://2128201777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fk9JwzsHapNrxFoB6ujEM%2Fuploads%2Fgit-blob-7b48f66ed21fd3b405eacd45c9a9517c5e86ba72%2FMainActions-Calendar_timestamp_5_to_44%E2%80%935_to_53.gif?alt=media)

**3.4. Viewing Intervention Details in Card View**

1. Once your filters are set, scroll down to see all your interventions for the selected date.
2. Each intervention appears as a **card**.
3. On each card, you'll see:
   * The customer's **name** and **address**.
   * Intervention **start and end times** and **duration**.
   * A small **colored circle** indicating the current status (refer to the Color Legend in the filter menu).
     * 💡 **Tip:** If a card says "**Your next visit**," it signifies your immediate next action.
4. To see more details and start a task, **tap** an intervention card.
   * \[Screenshot: Example intervention card with highlighted details]

**3.5. Exploring the Map View** For a visual overview of your route:

1. Tap the **map view icon** at the top center of the screen.
2. The map will display:
   * Your **start location**.
   * Each intervention for the day, **numbered in order**.
   * A **route summary** including the number of interventions, total duration, and distance to travel.
   * Your **route drawn** on the map.
3. **Full Screen Map View:**

![](https://2128201777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fk9JwzsHapNrxFoB6ujEM%2Fuploads%2Fgit-blob-f94db9cd5e1dc945d72316194b4f9b6701a2d46e%2FMainActions-Calendar_timestamp_4_to_23%E2%80%934_to_29.gif?alt=media)

**3.6. Returning to the Main Calendar Screen** You can always return to the main calendar screen by tapping the **back arrow** at the **top left**.

***

### 4. Productivity Tips

💡 The calendar screen is designed to help you quickly see and manage interventions for any date, today or in the future.

* **Stay Updated:** Regularly use the **"Update my agenda"** feature (found under the **filter button > Actions**) to ensure your calendar reflects the latest changes from your planner. This is crucial for accurate scheduling.
* **Quick Search:** If you need to find a specific intervention, don't scroll endlessly! Use the **"Search for an intervention"** tool (also under **filter button > Actions**) to quickly locate it by typing a name, number, date, or address.
* **Visual Planning:** Leverage the **Map View** to understand your daily route and the geographical distribution of your interventions. This can help you anticipate travel times and optimize your sequence of visits.
* **Status at a Glance:** Familiarize yourself with the **color legend** for intervention statuses. This allows for rapid identification of accepted, in-progress, completed, or other statuses without needing to tap into each card.
