Schedule store visits
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 store visit on calendar view
Add, remove and reschedule visits in one click.
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.
Add recurring visits
Set up recurring visits if your field force needs to regularly audit certain locations.
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.
Reschedule visits, if you needed
Change assigned agents, set a different date, or even change tasks for existing visits.
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.
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.
Interested in a demo?
Would you like to see VisitBasis in action? No problem. Book an online demo and we will give you a tour of the software.