Three brands, one visit
An agency merchandiser services three brands in one store, with tasks grouped by brand so each one's time and work can be billed separately.
Leah · Agency merchandiser · Metro Grocer Bondi Junction
Leah's 10:00 visit at Metro Grocer Bondi Junction covers three of the agency's brands: a snack pack-out, a drinks promo check and a range check for a pet food brand. FieldKo groups the tasks by brand. She does the snack pack-out first (25 minutes), then the drinks check (10 minutes), then pet food (15 minutes). Each brand's report shows only its own tasks, photos and time. The agency bills each brand for its share of one visit.
- One visit, several brandsTasks for each brand are grouped, so nothing gets mixed up on the shelf.
- Time by brandThe time spent on each brand's work is recorded separately.
- Each brand sees only its ownReports and the portal show each brand its own tasks and photos.
Leah syncs at 11:00. Each brand's report has its own part of the visit.
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