Visits

Schedule and verify field visits with GPS proof

Plan field visits to client locations, verify attendance with GPS check-in/check-out, and track time spent on site. Geofencing ensures workers are where they need to be.

Visit Scheduling

  • Plan visits to client locations with date, time, and purpose
  • Recurring visit scheduling — weekly, biweekly, or monthly with batch create and preview
  • Per-form settings: required/optional, approval, edit control, designated approvers
  • Unplanned visit creation from mobile with optional auto-check-in
  • Calendar view with event markers and date filtering

Visit Scheduling

GPS Verification

  • GPS-verified check-in and check-out with timestamps
  • Geofencing enforcement — configurable radius (default 200m)
  • Automatic check-in based on time intervals or distance from client
  • Duration tracking and overdue detection
  • Visit outcome recording with notes and attachments

GPS Verification

Attendance Tracking

  • Clock in/out with geolocation verification
  • Break time management
  • Team attendance dashboard for managers
  • Auto check-in while clocked in (configurable 5-60 min intervals)

Attendance Tracking

Use Cases

How Teams Use Visits

Sales Route Planning

Schedule weekly retail visits, verify rep presence with GPS, and capture shelf audit data during each visit.

Healthcare Home Visits

Plan patient visits with required forms, verify arrival with geofencing, and document visit outcomes.

Who uses this:
Field WorkersSales RepresentativesRoute PlannersManagers

Get Started with Visits

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