VisitBasis - How It Works
- Plan visits - advanced task template building
- Mobile forms builder
- Schedule visits and tasks individually or in bulk
- Optimize Routes
- Manage customers, products and field reps
- Assign territories through easy mapping
- Monitor – GPS track user activities in real time on a map
- Reports and Analitics - advanced tools allow to extract data in many ways
- Online and offline mobile data capturing including photos
- Barcode scanner
- On-the-go scheduling and planning, as well as route optimization
- Works on any device, Android or iOS
- One rep can use many smartphone or tablet devices
- Easy-to-use interface
- Ordering, custom invoices
Here is a full VisitBasis feature list.
How It Works Request live demo
- Office manager schedules recurring visits for field reps and assigns tasks to be completed.
- Field reps perform the tasks on their mobile devices.
- At the office, supervisors see where the field reps are, and what activities are being performed.
- Managers create reports to analyse the data collected in the field.