Missed check-in, reminded
A rep running behind gets a reminder 15 minutes after a planned start, taps it and checks in, so the visit isn't lost.
The story
Josh · Field rep · Harbourside Fuel & Go
Josh's 2:00 visit at Harbourside Fuel & Go slips while he finishes an order at the previous store. At 2:15 his phone shows a reminder: he hasn't checked in to Harbourside. His company has visit reminders switched on, and he set his reminder delay to 15 minutes. He taps the notification, the visit opens, and he checks in on arrival at 2:22. If he forgets to check out later, a second reminder follows.
On the phone
- A nudge, not a nagEach reminder fires once a day, after the planned time plus the rep's chosen delay.
- Tap to open the visitThe notification opens the right visit, ready to check in.
- Check-out tooA matching reminder fires if the rep forgets to check out.
In Salesforce, after sync
The visit records a check-in at 2:22 against a planned start of 2:00.
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 exampleFIELDKOHarbourside Fuel & GoMon 10 Nov
Planned start2:00 PM
Reminder2:15 PM
Check-in2:22 PM
Check-out2:51 PM
Sent toSalesforce
✓ SYNCED
Related examples
On the phoneWorks Offline