Visits

What this screen is for

The log of calls your reps have made: which customer, on which route, when they checked in and out, and what came of the visit. Where the phone reported a location, the entry says whether the check-in was at the shop or some distance away; where it reported none, it says that too rather than guessing.

When to use it

Use it to confirm coverage — that the beat was actually worked — and to follow up outcomes such as an order taken or a shop found closed. The location filter isolates check-ins recorded away from the customer's pin, which is the short list worth a conversation rather than an assumption.

What you see on this screen

• Visit # — the visit's own reference.
• Date — the day of the call.
• Customer — the shop called on.
• Salesperson — the rep who made the call.
• Route — the beat the call belongs to.
• Status — see below.
• Check-in / out — the two times, one arrow apart. Beneath them is the distance reading, and it has three states rather than two: a red distance means the check-in was further from the shop than your company's allowed radius, a green distance means it was at the shop, and Location not recorded means nothing could be measured — either the shop has no pin or the phone gave no fix. That third state deliberately does not look clean.
• Outcome — what came of the call, in the rep's own words.

Filters and actions

Filters run across the top: Route, Status, Location (All visits, or Checked in away from the shop), and From and To dates. The Location filter is the one that produces a short, specific list worth acting on.

Log a Visit records a call by hand, for the times a rep could not use the app: salesperson, customer, visit date, status, check-in and check-out times, outcome and notes.

Status values

• planned — the call is scheduled but has not happened.
• in progress — the rep has checked in and not yet checked out.
• completed — the call was made and closed.
• skipped — the call was not made. A shop found shut, or a stop dropped to save the round.

Related

• Routes / Beats
• Daily Performance
• Live Map