Managing Service Level Agreements (SLAs)

Setting Up SLAs

Admin users can set up SLAs with different time frames:

• On Track: Accounts visited within the last 0 to 5 days.
• Follow Up: Accounts visited within 6 to 30 days.
• Overdue: Accounts not visited for 31 days or more.
• Never Visited: Accounts that have never been visited.

These time frames are adjustable by the admin user to fit the needs of their team. For example, you can change the "On Track" period to 20 days, "Follow Up" to 21-45 days, and "Overdue" to 45 days and beyond.

Viewing SLAs on the Map

You can view SLAs on the map to see the status of your accounts:

• SLA Indicators: The map shows whether accounts are on track, need attention, or are overdue.
• Filters: Use filters to view specific SLAs, such as follow-ups, on track, overdue, or never visited accounts.
• Planning Your Day: When planning your day, you can use SLAs to prioritize your visits:
• Filter by SLA: Use the SLA filters to identify areas that need attention.
• Route Planning: Plan your route to ensure that you visit accounts that are overdue or need follow-up.
• Updating Last Visit Dates: SLAs are used in conjunction with last visit dates, which are updated by leaving route notes about your stops. This helps you keep track of which accounts you have visited and when.