Generate in store reports
View reports with your VisitBasis account
Once reps submit their reports, these are immediately available for viewing in your company’s account.
Get notified when agents submit new reports
Receive automated email notifications whenever your agents submit reports and stay on top of their progress. Email notifications contain links to the PDF report, enabling you to check them even on-the-go.
Download and share PDF reports
Download reports in PDF format whenever you need and easily share them with clients or business partners.
Give access to reports for clients
Conveniently allow stakeholders to view reports simply by setting the appropriate permissions on VisitBasis.
View report photos
All photos from reports are automatically uploaded to your account’s photo gallery. You can search and view images, as well as assign further tasks and browse associated reports right from the gallery section.
Grade reports and leave comments
Improve the quality of reports by giving scores and providing feedback to your field teams.
Edit reports as needed
Make changes to agent reports even after they submit them or invite coworkers to edit reports.
VisitBasis takes care of setup for you
Interested in a demo?
Would you like to see VisitBasis in action before you start with a free plan? No problem. Book an online demo and we will give you a tour of the software.