VisitBasis

Additional features

Real-Time GPS Tracking

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

Route Optimization

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

Scheduling and Planning

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

Work Order / Task Management

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

Order Management and Invoicing

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

Customer and Product Database

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

Photo and Video Capture

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

Barcode Scanner

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

Electronic Signature

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

Reports and Custom Dashboards

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

Expense Management

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