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.
The story
Rachel · Agency operations manager · Sydney office
A brand client asks Rachel for proof of last week's 62 visits before their quarterly review. In the past that meant a Friday afternoon of screenshots. Now every completed visit already has a visit summary PDF attached: check-in and check-out times, tasks done, survey answers and the before and after photos. She filters last week's visits for that brand and sends the 62 PDFs in one email by 10:30.
In Salesforce
Rachel answers the brand's request in one email.
- One PDF per visit, automaticallyEach completed visit produces its own summary, so the evidence exists before anyone asks.
- Everything the brand needsTimes, tasks, answers and photos are on one page they can open without Salesforce.
- Filtered by brandRachel sends one brand its own visits and nothing from any other.
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 exampleFIELDKOHarvest SnacksWeek ending Fri 31 Oct
Visits for this brand62
PDFs attached62
Time to sendUnder 10 min
Sent toSalesforce
✓ SYNCED
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