FIELD VISIT PLANNING
Plan and optimize every customer visit.
With FieldPro’s Visit Planning feature, you can schedule and track field visits from start to finish, whether planned by managers or field workers. Improve coverage, reduce travel time, and bring structure to field execution with real-time calendars, mobile access, and smart routing.
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Key Features of Visit planning
Flexible Scheduling
Managers can schedule visits in advance using the web app. Assign time-based & non-time based visits to each field worker, ensuring they follow a structured routine across the week or month.
Field workers can plan their own visits through a built-in calendar on the mobile app. This gives them the autonomy to organize their daily schedules while keeping managers informed.
Add a clear reason for each visit. Visit briefs like sales, debt collection, follow-up, or support give context and direction to every interaction.
Field workers can log impromptu visits from the mobile app and it automatically updates their daily report.
Supports repeat visit patterns: ie, Standard: same days every week or cyclical
Visit Segmentation & Prioritization
Segment customers based on data behaviors (e.g. inactive(ie customers who haven't taken an order for a while), or profile attributes (e.g., location, type).
Prioritize high-impact visits ;plan visits based on customer value, urgency, or strategic importance
Route Optimization
Get smart route suggestions; the app recommends the most efficient routes based on planned visits and customer locations.
Visualize routes on a map; field workers can view their daily path to reduce backtracking and save travel time.
Cover more ground in less time; optimized routing helps field workers visit more customers with fewer delays.
Improve time management in the field; spend less time navigating and more time engaging with customers.
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Data driven reporting
Track visit performance in real time; get reports on completed visits, missed/overdue visits, and adherence to planned schedules.
Spot execution gaps early; use data to adjust schedules, fix missed opportunities, and rebalance workloads.
Identify top performers ; measure team productivity and highlight field workers who consistently hit their targets.
Compare planned vs. unplanned visits; identify how often field workers go off-plan and whether it adds or reduces value.
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Delivery tracking with geo-validation
Track every delivery with precision
Features like geo check-ins, timestamps, customer e-signatures, and photo evidence provide transparency and accountability
Route optimization, partial delivery options, and driver availability tracking add flexibility and efficiency to the delivery process.
Performance dashboards for actionable insights
Monitor order and delivery performance in real time with user friendly dashboards
Track KPIs such as delivery timelines, driver efficiency, and sales trends to identify areas for improvement and optimize operations.
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Transformation tools for flexible data processing
Leverage transformation tools to process and format data as it moves through your workflow.
Whether it’s converting data types, aggregating results, or reformatting reports, FieldPro provides flexible transformation options that suit your specific needs.
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Benefits of Visit Planning
Boost Field Team Efficiency
Help reps reduce travel time, improve productivity, and increase customer coverage with optimized visit plans and smart routing.
Improve Customer Experience
Ensure timely, purposeful visits that align with customer needs, building trust and increasing satisfaction.
Make Smarter, Data-Driven Decisions
Equip managers with actionable data to refine planning, prioritize customers, and track field performance
How it works
Plan & validate: Managers or supervisors schedule customer visits and define the reason. Alternatively, field workers plan visits themselves from the mobile calendar.
Execute: Field workers view their schedule in the app, follow routes, and complete visits with all customer info at their fingertips.
Track & Optimize.Every visit, planned or not is logged and reported. Managers get instant insights on field execution, performance, and gaps.
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SOLUTIONS
Who benefits from visit planning
Plan, assign, & validate field visits at scale; easily schedule time & non-time based visits for large teams, ensuring every customer is covered with the right frequency.
Gain full visibility into execution; monitor whether field workers are following their planned schedules and track completed, missed, or unplanned visits in real time.
Track performance and accountability; leverage reporting to compare field workers, identify top performers, and address execution gaps across regions or teams.
Follow a clear, organized schedule; view your daily visits, define why each visit matters, and stay focused throughout the day.
Plan visits easily from your mobile. Set your own visit frequency and have the visit statuses auto-update as you go
Use route suggestions to save time. Get optimized routes that help you cover more customers with less travel.
Track your progress with journey reports. Access visit summaries and performance reports directly in the app.
Get Started with Visit Planning
Bring clarity, consistency, and performance to your field operations. Let’s help you plan better, visit smarter, and deliver more value to every customer interaction.
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Field team management
Follow in real time your field team activities with our easy to use and offline mobile application. Make them more productive and autonomous.
Mobile app
Easily equip your field team activities with our powerful mobile app that works without internet.Streamline customer interactions with our intuitive user-interface.
Real time dashboard
Get the best Field Sales Software with feature-rich, real time dashboards. See sales performance and data metrics at a glance, no need for endless spreadsheets.
