Mobile Support

DayBack on Your Phone

DayBack is optimized for mobile and touch devices, so anything you can see in your desktop browser, you can see on your phone's browser as well. You can even completely administer DayBack from your phone (changing field mapping, editing resources and statuses, etc.)

Add DayBack as a Homescreen App on iPhone

If you're in Salesforce, you don't need to do this as you'll use DayBack inside the Salesforce Mobile app. But for everyone else, this makes DayBack much easier to open on your phone.

1: Launch Safari on your iPhone or iPad.
2: Navigate to the site that you want to create a Home screen shortcut to.
3: Tap the Share icon (the square with an arrow pointing out of it) at the bottom of the screen.
4: Scroll down to the list of actions and tap Add to Home Screen. (If you don't see the action, scroll to the bottom and tap Edit Actions, then tap Add next to the Add to Home Screen action. After that, you'll be able to select it from the Share Sheet.)
5: Type a name for your site link. This will be the title that appears beneath its icon on your Home screen.
6: Tap Add in the top-right corner of the screen.

Can I Sync Events to My Phone?

By default, DayBack doesn't sync events from one source (Salesforce, for example) to another (say, Google Calendar). It brings those sources together in one interface so you can edit them side-by-side.

If you're looking to sync so that users outside of Salesforce can see your schedules, check out DayBack's sharing options; they may change the way you work.

DayBack can also be customized to push events from Salesforce to Google or Microsoft calendars, or between any other two calendar sources (a one-way-sync). Learn more and see some examples here: Sync Examples.

Salesforce Specific

DayBack in Salesforce Mobile

The calendar looks great in Salesforce Mobile and is optimized for touch devices.

DayBack gives you the same capabilities on the phone as you have on the desktop, with the exception of analytics, which doesn't run on mobile. (Bookmarks using analytics will, however, show the chart and tooltips on mobile.)

Aside from that, you can do everything on your phone, even customize your DayBack configuration and restore configuration snapshots.

DayBack keeps you one click away from the objects linked to your events—visit work orders, accounts, or opportunities quickly from within your calendar.

See it in action:

(If you want to offer DayBack's mobile views to folks who don't have a Salesforce license, check out DayBack's Salesforce Connect.)

DayBack as a Standalone App Alongside Salesforce Mobile

If you want a faster experience than Salesforce Mobile offers, you can run DayBack on its own with a live connection to Salesforce. This can be much faster than using DayBack inside Salesforce Mobile.

You also get more real estate in your calendar and can rotate the calendar for maps or horizontal views with more columns (Salesforce Mobiles does not support rotation).

DayBack running as a separate app from Salesforce Mobile

Using DayBack as a standalone app also lets you use app switching to move between the calendar and your Work Order or Opportunity records much faster than you can within Salesforce Mobile alone. And jumping to linked Work Orders from the calendar still works, so your users get the best of both worlds.

See it in action:

Click here for a larger version.

We have found this pattern particularly useful when folks in the field need to interrupt their work to check their calendar or reschedule appointments. They can leave the record they are editing in Salesforce Mobile, jump over to DayBack, and then return to editing using the app switcher without losing their place.

Learn more in these additional videos:

Why don't I see DayBack in Salesforce Mobile?

You'll need to add DayBack to your mobile navigation. Here's how...

1: Select "Setup" under your username in the upper right of the Salesforce desktop app
2: Use the Quick Find in the left hand sidebar to search for "Visualforce pages"
3: You'll see a listing for DayBack: click "DayBack" or "edit"
4: Check the box that says "Available for Salesforce mobile apps and Lightning Pages"
5: Next you'll create the Salesforce mobile tab. From Setup, enter "Navigation" in the Quick Find box, then select "Salesforce 1 Navigation".
6: You'll see DayBack in the avilable list and you can click the > arrow to add it to the selected items and then reorder the selected items as needed.