Nearby account added to the day
Between visits, the map shows an overdue store two streets away, and the rep adds it to today as an unplanned visit.
The story
Josh · Field rep · Riverside Fuel & Go area
Josh finishes at Riverside Fuel & Go 25 minutes ahead of plan at 10:35. He checks the map: Eastside Fuel & Go, two streets away, hasn't had a visit in 34 days against a 21-day cycle. He adds it to today and checks in at 10:44. The visit is recorded as unplanned, so his manager can see it was an extra stop, and the store is back on cycle.
On the phone
- Overdue stores, nearbyThe map shows accounts close by and how long since each was visited.
- Add it in two tapsAn unplanned visit is created on the spot, with the account's standard tasks.
- Counted as unplannedReporting shows the extra stop, so planned and unplanned work can be compared.
In Salesforce, after sync
Josh syncs at 11:20. The store is back on cycle.
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 exampleFIELDKOEastside Fuel & GoMon 17 Nov
Added10:41 AM
Check-in10:44 AM
Tasks4 of 4
Check-out11:12 AM
TypeUnplanned
Sent toSalesforce
✓ SYNCED
Related examples
On the phoneWorks Offline