Schedule store visits

Schedule-visits-timetable

Define field team visit timetables

Create visits for field teams. You can set the exact date and time for future visits, as well as select forms you expect field reps to complete while at the store.

Create schedules for different users

Build timetables of visits for the different jobs your field teams need to complete. From daily audits to monthly checks, our system enables you to create and execute any kind of schedule.

Schedule-visits-create
Schedule-visits-reccurance

Add recurring visits

Set up recurring visits if your field force needs to regularly audit certain locations.

Schedule in bulk for multiple users at once

Save time by scheduling multiple visits or even visits for a few field teams all at once

Schedule-visits-bulk
Schedule-visits-reschedule

Reschedule visits, if you needed

Change assigned agents, set a different date, or even change tasks for existing visits.

Give your reps permission to schedule their own visits

If you allow them, your field agents can schedule their own visits in the calendar section.

Schedule-visits-mobile
Schedule-visits-validation

Ensure visits are conducted at the right location

Enable our visit validation feature to ensure your field agents are at the correct places for their planned visits. With this feature turned on, our system will prevent field teams from submitting reports outside of the assigned store.

View visits on a map

Switch to the map view of your team’s dashboard and see their planned visits and tasks as markers on a real-life map. View which reports your agents are expected to complete and which ones have been submitted already.

Schedule-visits-routes

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.