Weekly, fortnightly or monthly recurrence with customers in the intended order for each day.
Itinerary preview and scheduling checks before a plan is submitted.
Copy a day’s route to other days on the web or in the mobile app.
Approval through the shared inbox, with an optional narrower approved date range.
Approved plans create visits automatically through the scheduler, up to a configurable number of days ahead.
Pause, resume and revise plans while the approved schedule keeps running until a revision is approved.
Where and how it works
Customers, visits and field reports are part of Core. Journey Plans adds recurring, approved routes that create those visits for you. The server scheduler must run to generate visits.
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Every update is a versioned, checksummed package. Download eligible versions from your account. View all releases
The first public release is being prepared. Purchases include every update released in the next 12 months.
Support
Standard and premium support
Standard support comes with your licence: we help you use the product and fix its bugs. Premium support is paid by the hour: our team does the work for you.
Standard support
Included with your licence
We answer your questions and fix problems in the product.
Questions about how a feature works
Help understanding the installation and update guides
Fixing bugs in the product
Advice on security issues and the release that fixes them
How you get it
6 months come with every licence. Extend to 12 months when you buy, or renew later from your account.
Renew for $29.00 per 6 months
Premium support
Paid by the hour
Our team works on your installation for you.
Installing or updating the software on your server
Changing how the product works for your business
Server, email, domain and SSL setup
Importing or moving your data
Live calls, screen sharing and training
How you get it
Buy a support-hour package. We tell you how long the work will take before we start, and only the time used comes off your balance. Hours never expire.
From $34.95 per hour
Which one do I need?
“A report shows the wrong total.”
Standard support
“Where do I set up shifts?”
Standard support
“Please update my server to the latest version.”
Premium support
“Add a new field to the leave form.”
Premium support
“Import our employees from a spreadsheet.”
Premium support
“Train our team on a call.”
Premium support
Support questions
Does my software stop working when support ends?+
No. Your licence is permanent and the software keeps working. You only lose the ability to open standard support tickets until you renew.
What can I do when my 6 months of support end?+
Renew standard support from your account for another 6 months, at any time. Or buy support hours when you only need help with one task. Nothing renews automatically.
I still have standard support. Do I need premium support too?+
Only when you want our team to do work that standard support does not cover, such as installing, customising, importing data or training. Many customers never need it.
Will I be charged for premium support without agreeing first?+
No. We send an estimate of the time needed, and nothing is taken from your support hours until you approve it. Every use is listed in your account.
Do support hours expire?+
No. Unused hours stay on your account until you use them.
Is support the same as updates?+
No. Updates give you new releases for 12 months. Support gives you help from our team. They are renewed separately, and neither one stops your software.
Can your team install the product for me?+
Yes. Choose a fixed-price installation plan, or use support hours. Setting it up yourself with an AI assistant and our guides is free.
How do I ask for help?+
Sign in, open Support in your account and create a ticket. You choose standard or premium there, and we tell you if a request needs the other one.
Choose the employee, recurrence and customers for each scheduled day.
02
Submit the plan; an authorized reviewer approves it on the web or in the mobile app.
03
Visits appear automatically, and field reports show scheduled visits due and completed.
Questions about this add-on
What happens to visits if the module is turned off?+
Plans and their pages are removed, and visits already generated stay as ordinary planned visits.
What happens when my updates expire?+
Your installed software continues to run and eligible earlier releases remain available. Renew when you want another year of updates; there is no automatic renewal.
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