Home
See what is left to do today, what is waiting to sync, what is waiting on you, and what your schools owe.
Home is the screen the app opens on. Its title is Dashboard, with today's date under it. It tells you what is still to do and what needs your attention, and each part is one tap from the tab where you deal with it. Pull down to refresh everything on it.
What the screen shows
From the top down, Home shows only the parts that apply to you right now.
| Part | When it appears | What it tells you | Tap it to |
|---|---|---|---|
| Waiting to sync | You have check-ins, reports, or the start or end of your day saved on the phone that have not reached SalesYatra yet | How many changes are waiting, for example "2 changes waiting to sync" | Tap Sync now to send them |
| Not accepted | SalesYatra refused a visit sent from the phone | "1 visit was not accepted by the server. Open Visits to see why." | Tap Open to go to Visits |
| Your day | Always | Start your day until you've started it, then when it started and your odometer reading, then when it ended | Tap Start day or End day. See Start and end your day |
| Waiting on you | You are a manager and your team has sent you something to decide | How many items are waiting on you, for example "3 waiting on you" | Tap Review to open Approvals |
| Nothing is waiting on your approval | You are a manager and your queue is empty | Your queue is clear | — |
| Counters | Always | See the table below | Open the matching tab |
| Attendance | Always, unless it cannot be loaded | Your last few months as a calendar, and this month's attendance, late starts and streak | Open Attendance. See Attendance |
| Quick Create | Always | Shortcuts for your three most common jobs | See below |
| Dues | Always, unless the dues cannot be loaded | What your schools owe | — |
At the bottom, the screen says which role you are signed in as.
The counters
Three counters sit in a row. Tap one to open its tab.
| Counter | What it counts | Opens |
|---|---|---|
| Reports to Write | Your check-ins whose report you have not written yet | Visits |
| Orders Awaiting | Your orders waiting for your manager's decision | Orders |
| Plans Submitted | Your travel plans waiting on your manager, either to approve the trip or to validate its days | Plans |
The manager's waiting on you figure adds up every queue at once: orders to approve and travel plans at either signature. For an administrator it also counts the orders waiting for final approval.
Quick Create
The Quick Create card has three shortcuts.
- Check In opens Visits, where you tap Check In at the school gate, or Start day if you haven't started your day.
- New Order opens Orders, where you tap New Order.
- Plan Week opens Plans, where you tap New Plan.
Sync what is waiting
When the banner at the top says changes are waiting to sync:
- Move to where you have a signal.
- Tap Sync now.
When everything has gone, the banner disappears. If the phone still cannot reach SalesYatra, the app says: "Could not reach SalesYatra. Your changes are safe on the phone and will sync when you are online." If SalesYatra refused a change, the app shows the reason, starting "The server did not accept a change". Working offline explains what to do next.
You do not have to tap Sync now every time. The app also sends what is waiting whenever you open it or come back to it.
The Dues card
The Dues card shows what your schools owe, from the billing desk's books.
- Outstanding is everything your schools still owe.
- Overdue is the part that is past its due date, shown in red when there is any.
- Below the totals, up to five schools are listed, most overdue first, with what each owes and how much of it is overdue. The top name is the next call to make. When more schools owe money, the card says how many more, for example "and 4 more schools".
A rep sees their own schools. A manager sees the schools of everyone in their reporting line. When nothing is owed, the card says "Nothing owed by your schools".
A collection you record on a visit does not reduce these figures straight away. It shows here once the billing desk has confirmed it. For every school and every bill, open Dues on the portal.
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