GroceryMerchandisersIn storeWorks offline

Before and after, side by side

An agency merchandiser rebuilds a relaunch fixture in 22 minutes, and the before and after photos go to the brand, not a timesheet.

The story

Leah · Agency merchandiser · Corner Fresh Randwick

Leah checks in at Corner Fresh Randwick at 8:15, 38 meters from the store entrance. Her task is a relaunch pack-out on the snack bay. The pack-out asks for a before photo first, so she takes it at 8:19. She strips the old range, sets the new planogram and refills from the cartons. At 8:41 she takes the after photo and completes the pack-out. Twenty-two minutes of work, evidenced by two photos taken at the shelf.

Configured for your team.

‹ VisitOffline · 2 pending
Pack-Out
Corner Fresh Randwick
Checked in 8:15 AMTask 3 of 3
Snack bay relaunch
Store bay before the pack-out
Before · 8:19
Store bay after the pack-out
After · 8:41
Visit tasks
  • ✓Check in8:15 AM · 38 m from store
  • ✓Pack-out: snack bay relaunch22 min · 2 photos
Saved on device · uploads at next sync2 pending
On the phone
  1. Proof the visit happenedCheck-in records the time and the distance from the store, so the brand knows Leah was there.
  2. Before is required, not optionalThe pack-out won't start without a before photo, so every job has a starting point to compare.
  3. Time on task, measuredThe gap between the two photos is the work itself, recorded without a timesheet.
In Salesforce, after sync

Leah syncs at 8:50. The brand's account manager sees both photos in the agency's client report.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#A-7712 · Corner Fresh Randwick
FollowEdit
Status
Completed
Account
Corner Fresh Randwick
Owner
Leah
Visit Date
Thu 23 Oct
Last Synced
8:50 AM
PlannedChecked InCompleted
Pack-out Photos
Store bay before the pack-out
Captured in FieldKo Atlas8:19 · BeforeSynced
Store bay after the pack-out
Captured in FieldKo Atlas8:41 · AfterSynced
Visit Tasks
TaskStatus
Check in · 8:15 AM · 38 m from storeCompleted
Pack-out: snack bay relaunch · 22 min · 2 photosCompleted
Visit Details
Started
8:19 AM
Finished
8:41 AM
Time on task
22 min
Time
8:15 AM
Distance
38 m from store
Check-out
8:44 AM
Captured by
Leah · Agency merchandiser
Source
FieldKo Atlas mobile app
Checked in
8:15 AM
Synced
8:50 AM
Captured offline
Yes
One visit, itemized

Everything this visit sent back to Salesforce.

Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.

Features in this example
FIELDKOCorner Fresh RandwickThu 23 Oct · Visit #A-7712

Check-in8:15 AM (38 m)
Pack-outDone
Before / after photos2
Time on task22 min
Check-out8:44 AM

Sent toSalesforce
✓ SYNCED 8:50
Related examples
On the phoneWorks Offline

Check-in, 40 meters from the store

Every agency visit records the check-in time and distance from the store, so the brand knows the visit happened where and when it should.Store visits & call cyclesOffline syncLeah · Agency merchandiser · Metro Grocer Paddington
In Salesforce

Visit summary PDF, every store

Every completed agency visit produces a summary PDF with photos and answers, ready for the brand without anyone building a report.Store visits & call cyclesReporting & Power BIRachel · Agency operations manager · Sydney office
In Salesforce

Reason for every miss

The brand's report groups every task the agency didn't finish by the store's reason, so the agency's reporting is complete, not edited.Reporting & Power BIStore visits & call cyclesRachel · Agency operations manager · Sydney office
← All examplesAll grocery examples →The problem this solves: A timesheet, not evidence →

Store names, people and figures in these examples are illustrative.

Related reading

Best practicePhotographic evidence and audit quality in retail →

Show your clients the work, not a timesheet.

We'll set up a pack-out with before and after photos in a demo org and show you what your client would see.

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