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MapMyStaff
Client area FR
Use cases · Situations from the week

Start with the situation that most closely resembles your week.

An option is added, a referral code is presented, a visit changes position, a past appointment must be found, a response needs follow-up, a number changes, or an assumption needs to be tested. Each case shows what needs to be checked, what MapMyStaff lets the team review or adjust, and the limitation to keep in mind.

See a workflow in a demo Choose my priority problem
From the situation to the limitationSeven situations grouped into three moments of the week.
7 situations · 3 groups
01
SituationWhat just changed in the workflow.
Field operations
02
What to checkThe data, rules, and constraints to review.
Context
03
LimitationWhat the product shows — and what it does not prove.
Evidence
Each case links to the dedicated module for detail.Start with the situation that most closely resembles your week.
The request and the day · 01

The customer adds an option. Does the selected period still work?

Services and options affect appointment duration and feasibility. An option can add time or a constraint and become incompatible with the selected period.

Situation

The customer selected a period, then adds an option that increases the required time.

What to check

Duration, selected period, availability, employee, service area, and travel must remain compatible with the request.

What MapMyStaff allows

The workflow connects address, territory, period, employee, duration, travel, services, options, and validations before confirmation.

Limitation to keep in mind

Final validation is checked again server-side before confirmation. If the context or rules no longer allow the option, it must be refused cleanly.

View appointment booking
What you will see in the demoRequest → option → duration and feasibility checked again
Demo data
Request in progress
AddressEast Zone
Scheduling modelPM
ServiceCleaning — 90 min
OptionNone
AddressScheduleDurationRulesRecord
Status after verificationProposed availability

The request can continue toward final verification.

The request and the day · 02

A new customer presents a code. Is the discount eligible — and what happens to the referrer’s reward?

The code is checked against program rules before an eligible referred-customer discount changes the booking. The referred-customer discount and the referrer reward remain two separate decisions.

Situation

A referral code is presented during the booking workflow.

What to check

Program status, dates, eligibility, duplicates, self-referral, and applicable limits must satisfy the configured rules.

What MapMyStaff allows

The system checks the code before the discount. At closeout, the referral record can begin as pending; reward payment remains a separate state.

Limitation to keep in mind

Applying the referred-customer discount does not mean the referrer reward has already been paid.

Understand referrals
What you will see in the demoCode presented → discount checked → reward tracked separately
Demo data
ProgramActive
Program dateEligible
VerificationSuccessful
Code presented
FRIEND25
Code eligible for this booking
The request and the day · 03

An appointment is moved. Compare the day’s order before applying it.

Changing a visit’s position changes the day’s sequence as well as the times, distances, and appointment times recalculated from the retained order.

Situation

A visit changes position in a day that has already been prepared.

What to check

Exact stop order, breaks, travel times, distances, and recalculated appointment times should be reviewed before applying the plan.

What MapMyStaff allows

The office can reorder appointments, recalculate the day, and compare the sequence before retaining the schedule.

Limitation to keep in mind

The schedule changes only after dispatcher confirmation. Distances and times remain estimates based on calculated routes.

Explore routing
What you will see in the demoEntered order → moved appointment → recalculated day → confirmation
Demo data
Comparison of two visit ordersFictional map showing six appointments and a depot. The buttons compare the entered order with an order prepared by the office using estimated travel. PARKRIVERCENTRE 3A 1B 4C 6D 5E 2F
DepotAppointmentEstimated route

Compare two orders for the day

Demo data—estimated times and travel

Estimated travel time2 h 08
Estimated distance67 km
1Large number: visit orderALetter: same appointment
Order shown on the mapDepot → B → F → A → C → E → D → Depot
    After the visit · 04

    You need to find a past visit. Open the specific appointment from the history.

    The Customer Directory lets the team start from the customer record, review the history, and open a recorded appointment to read the available detail.

    Situation

    A past intervention must be found in a customer’s history.

    What to check

    Customer identity, recent activity, available history, and the relevant appointment help place the record in context.

    What MapMyStaff allows

    Appointments in the history are clickable and can open the appointment document with recorded data, including package, option, employee, and payment status when those fields exist.

    Limitation to keep in mind

    The Directory displays data recorded in the customer record and appointment, so the reading depends on the information that is actually available.

    Discover the Customer Directory
    What you will see in the demoSearch → customer record → history → specific appointment
    Demo data
    ⌕ Customer or address
    CM
    Camille MartinGatineau — East area
    Selected appointmentJune 18 visit
    Service
    Regular cleaning
    Status
    Completed
    Associated employee
    Employee recorded on the appointment
    After the visit · 05

    A response needs follow-up. What has been handled — and what is still waiting?

    When a response requires follow-up, the management centre lets the team review the record, its status, and the latest recorded action, then see which records remain open or overdue.

    Situation

    A reviewed response requires follow-up in the management centre.

    What to check

    Available context, Urgent or Watch category, status, latest action, author, time, and backlog help the team review recorded progress.

    What MapMyStaff allows

    The management centre shows, among other things, open records, handled records, records marked recovered, overdue backlog, and the latest action.

    Limitation to keep in mind

    A workflow status describes progress on the record; by itself, it does not prove that the customer actually returned.

    View survey follow-up
    What you will see in the demoRecord → trace → status → what remains to be handled
    Demo data
    1VisitRecorded
    2SurveyResponse reviewed
    3RecordIf necessary
    4ActionChosen by the team
    5StatusFollow-up
    Response requiring reviewThe signal is visible; no record is assumed yet.
    Follow-up according to the workflow
    Before deciding · 06

    A number has changed. How far can you go into the detail before drawing a conclusion?

    The Financial Dashboard puts invoiced values alongside available operational data in the same scope and signals when the available detail does not support a finer reading.

    Situation

    An invoiced value or metric in the active scope shows a difference that deserves review.

    What to check

    Scope, freshness, close state, worked time, travel, bookings, cancellations, and available detail should be reviewed before drawing a conclusion.

    What MapMyStaff allows

    The Operations view relates these data points to other indicators in the scope; the Detail view can go by month, employee, territory, package, or option when the granularity allows it.n/a, unavailable, partial, or overall view only indicate when the required detail is not available.

    Limitation to keep in mind

    Operating profit remains equal to total revenue while some costs are not deducted, and margin can therefore appear artificially high. An observed difference is not automatically a cause.

    View the Financial Dashboard
    Reading structureInvoiced value → field operations → available detail → visible limits
    No fictional amount
    01Documented data
    • Available appointments
    • Documented invoiced value
    • Available travel fees
    02Operational reading
    • Overall view
    • Breakdown by employee, territory, or package when available
    • Simplified operating profit and margin
    03Availability states
    • n/a
    • Unavailable or partial
    • Overall view only

    The structure shows invoiced value, available detail, and the limitations signalled by the module.

    Before deciding · 07

    You are considering a change to volume, price, or capacity. What does the scenario show?

    The Growth Simulator starts from an explicit historical reference, applies the selected assumptions, and presents simulated results together with scenario capacity and limits.

    Situation

    A decision needs to be tested before operations change: volume, price, cost, capacity, route, or territory according to the supported levers.

    What to check

    Active reference, modified assumption, simulated result, and scenario capacity should remain distinct throughout the comparison.

    What MapMyStaff allows

    The module compares a reference — an exact closed month or historical average — with assumptions and simulated results, and keeps any capacity exceedance visible.

    Limitation to keep in mind

    A scenario is not a guaranteed forecast. Its reading depends on the reference, available data, assumptions, and the model’s methodological limits.

    Open the Growth Simulator
    Module previewReference → assumption → simulated result → capacity and limits
    Demo data
    Tested change+8 %
    Scenario A — baselineObserved
    Volume
    100
    Workload
    34 h
    Travel
    9 h
    Comparison baseline derived from the available observed data.
    Scenario B — testSimulated
    Volume
    108
    Workload
    40 h
    Travel
    11 h
    The change increases simulated volume and workload; leadership must still evaluate the scenario.
    Next step

    Start with the situation that most closely resembles your week.

    Bring one service, one important rule, and one recent case. They will serve as the basis for verifying the most relevant behaviours during the demo.

    See a workflow in a demo