GroceryMerchandisersIn storeWorks 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.

The story

Leah · Agency merchandiser · Metro Grocer Paddington

Leah taps Check In at Metro Grocer Paddington at 7:58, 40 meters from the store's front door. The visit moves to In Progress. She works through three tasks for two of the agency's brand clients and checks out at 8:46, 48 minutes later. The check-in, check-out, location and distance are all saved with the visit. The brand doesn't have to take a timesheet line on trust.

‹ VisitOffline · 1 pending
Visit
Metro Grocer Paddington
Checked in 7:58 AMTask 0 of 3
Checked in7:58 AM
40 m from store · Visit In Progress
Visit tasks
  • Shelf check · Brand ANot started
  • Pack-out · Brand ABefore and after photos
  • Display survey · Brand B6 questions
Saved on device · uploads at next sync1 pending
On the phone
  1. Where, not just whenCheck-in records the location and the distance from the store, if your company uses it.
  2. Time in store, measuredCheck-in and check-out give the real time spent, visit by visit.
  3. Proof that travelsThe same record shows in the agency's report and the brand's portal.
In Salesforce, after sync

Leah syncs at 8:52. The agency's operations team sees the visit with its location.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#A-7730 · Metro Grocer Paddington
FollowEdit
Status
Completed
Account
Metro Grocer Paddington
Owner
Leah
Visit Date
Fri 24 Oct
Last Synced
8:52 AM
PlannedChecked InCompleted
Visit Tasks
TaskStatus
Shelf check · Brand A · Not startedIn Progress
Pack-out · Brand A · Before and after photosNot Started
Display survey · Brand B · 6 questionsNot Started
Visit Details
Time
7:58 AM
Distance
40 m from store
Check-out · Time
8:46 AM
Duration
48 min
Tasks
3 of 3
Captured by
Leah · Agency merchandiser
Source
FieldKo Atlas mobile app
Checked in
7:58 AM
Synced
8:52 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
FIELDKOMetro Grocer PaddingtonFri 24 Oct · Visit #A-7730

Check-in7:58 AM
Distance from store40 m
Tasks3 of 3
Check-out8:46 AM
Time in store48 min

Sent toSalesforce
✓ SYNCED 8:52
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The rep checks a store's contracted range line by line, finds two lines missing and leaves with a reason and a follow-up for each.Core rangingBarcode scanningOffline syncTom · Territory rep · Corner Fresh Randwick
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A merchandiser checks shelf prices against the account's price list and photographs three tickets that are wrong, so they're fixed before the weekend.SurveysOffline syncAisha · Merchandiser · Metro Grocer Surry Hills
← 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 practiceGPS, attendance and privacy for field teams →

See this in your own org.

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