Every store visit produces information worth keeping for years. Recording it was never the problem: getting back to it is.
Field visit management is the structured recording of every trip to a point of sale: who went, when, what they checked, what they photographed and what was left unresolved. Unlike a written report, it is stored in comparable fields, which lets you cross hundreds of visits instead of reading them one by one.
A text report answers "what happened on this visit" well and "in how many stores did this happen" very badly. Because everyone writes differently, there is no way to add up, compare or filter. After a year there are hundreds of documents and no quick answers.
Pick the store in the app. Location and time are attached to the record, which is what makes it credible to the client.
The questions configured for that brand or category. Closed answers wherever possible, so data stays comparable across stores.
Shelf, promotional material and anything out of the ordinary. Photos stay attached to the answer, not in a separate gallery.
An incident, an opportunity or a task, with an owner and a due date. This is what stops the problem getting lost.
The visit is immediately available to supervisors, and the automatic rules evaluate whether any action should be created.
Records once, on a phone, even with no signal. No repeated information and no writing reports at night.
Sees what was done, where and when, without asking each person or waiting for the weekly meeting.
Crosses answers across stores and over time, instead of reading reports one by one.
Has the photographic evidence and per-brand data, ready to export as PDF or through the API.
A rep is visiting a store they have not seen in eight months. Before going in, they open the store page and see the last visit: what was agreed, the shelf photos from the time and the two incidents left open. They start the conversation with context instead of from scratch.
The brand claims the agreed space is not being respected. Instead of one word against another, it presents dated, geolocated photos from six visits across three months.
One store reports a product out of stock. Filtering that brand across the last month shows it happened in 14 of the 30 stores visited, which turns the conversation from "this store" into "this chain".
| Written report | Structured visit |
|---|---|
| Everyone writes their own way | The same fields for everyone |
| You can only read it, not add it up | Filterable, comparable and exportable |
| Photos live apart from the text | Photos stay attached to the answer |
| Written at night, from memory | Recorded on site, with time and location |
| After a year it is a dead archive | After a year it is the source of context |
| Offline recording | Yes, with automatic sync once connectivity returns |
|---|---|
| Photos per visit | No limit |
| Geolocation | Recorded when the visit is opened |
| Visit types | On-site and digital, in the same history |
| Export | PDF per visit, aggregate reports and REST API |
| Retention | No time limit while the subscription is active |
| Languages | Portuguese, English and Spanish |
Yes. The record is held on the device and syncs automatically once the connection returns, without losing photos or answers.
It depends on the size of the checklist. A well designed one, with closed answers, usually lands between three and seven minutes. If it is taking more than ten, the problem is normally the checklist rather than the tool.
Yes. The store page shows every visit in chronological order, with the answers, photos and incidents from each one.
It is recorded when the visit is opened. It exists to make the record credible, not to monitor the person outside the moment of the visit.
Yes. Each brand or category can have its own checklist, and one visit can cover several brands at once.
They do. Visits made through the Chrome extension to online stores appear in the same list, marked as digital, and count towards the same reports and metrics.
Everything agreed with the retailer only counts if it is actually in the store. Retail execution is the discipline of verifying that, with evidence, and acting when it is not.
The checklist decides the quality of everything that follows. If the questions are vague, no analysis can rescue them.
A field team spends between a quarter and a third of the day driving. It is the biggest hidden cost in the operation, and the easiest to cut.
We walk through a complete visit, from planning to report, with data close to your own operation.