VisitBasis

Monitors the live location and activity status of field agents for better accountability and decision-making.

Calculates the fastest route for field reps' daily or scheduled visits, minimizing travel time and reducing operational costs.

Allows office managers to assign territories and schedule one-off or recurring visits and tasks individually or in bulk.

Manages and tracks all in-store activities and tasks, allowing managers to monitor task status and timelines in real-time.

Enables field sales reps to take orders and process returns directly on the mobile app and generate custom invoices quickly.

Provides field teams with real-time mobile access to all necessary customer details, service history, price lists, and comprehensive product information.

Facilitates the collection of rich media data in the field, which is essential for visual evidence of planogram compliance or display execution.

Allows field reps to quickly scan product barcodes for efficient inventory checks and data collection.

Supports the collection of digital signatures from store managers or customers as proof of service completion or delivery confirmation.

Instantly generates powerful, fully customizable reports (PDF or Excel) and interactive dashboards to visualize key performance indicators (KPIs) and data-driven insights.

Enables field agents to log and report expenses on the go, which can be reviewed and approved by managers.