Visits

Start and end client visits with the outcome captured on-site.

Reps log visits with duration, outcome, and on-site notes, tied to the client and the day. It's the proof-of-work layer that turns a route into accountable activity.

Timed visits

Start and end a visit to capture how long was spent on-site.

Outcomes

Record what happened — the result that matters for follow-up.

On-site notes

Add context while it's fresh, attached to the client.

How it works

  1. Step 1

    Start visit

    Open the client and start the visit timer on arrival.

  2. Step 2

    Record outcome

    Capture the result and any notes before leaving.

  3. Step 3

    End visit

    Close it out; duration and outcome flow into reports.

Put Visits to work in the field.