MerriwoodDemo Made up data. Nothing is sent, and it resets. Switch role
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The run sheet and team message

One page for the day's visits, and a ready made message for the team group.

Step by step

  1. Open Run sheet. It shows today's visits, grouped into morning, lunch, tea time and evening calls.
  2. Each worker shows their status, tasks done, any visit note and photos, and anything they've reported.
  3. Use Previous and Next to see other days. Click Find someone on any visit that needs a worker.
  4. Under Message for the team, click Copy for WhatsApp and paste it into your team group.
  5. To message lots of people at once, open Broadcast. Choose the audience, region and channels, write the message, type SEND and click Send broadcast.
The Run sheet with visits grouped by time of day
The run sheet for today.

Good to know

  • The team message uses code names and addresses only, never client names or door codes. Nothing is sent from the run sheet. You paste it yourself.
  • Broadcasts only reach people who've opted in to that channel.
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