admin workflow
Command center
See total trips, users and clients, review trip status and start a new trip from one dashboard.
Field sales, thoughtfully organized
Every client visit,planned to the last detail.
Visit Planner is a tablet-first application that connects trip planning, field execution and structured client feedback in one simple flow.
Built for Admin + Sales
One Connected Workflow
Plan → Visit → Capture
Live overview
Trips at a glance
Client planning
Build every route
Smart sections
Reusable questions
Visit history
Complete records
Two roles. One shared view.
Designed around the people using it
Switch between the operations and field experiences to explore how each role moves through the day.
Admin experience
Plan every visit. Keep every team aligned.
Give operations teams one place to organize people, clients, dates and visit questionnaires—then follow every trip through to completion.
01
Assign
Choose a salesperson for the trip.
02
Build
Select clients and visit dates.
03
Prepare
Add predefined question sections.
04
Review
Track progress and completed responses.
admin workflow
Plan the trip
Choose the salesperson responsible for the visit and set the trip details.
admin workflow
Select clients
Build the visit list by selecting the clients that should be covered on the trip.
admin workflow
Schedule the route
Confirm the selected clients and define the dates for the field visit.
admin workflow
Add visit sections
Attach predefined question sections so every client visit captures consistent information.
admin workflow
Manage questions
Create reusable questions and group them into sections for different visit requirements.
admin workflow
All trips
Track upcoming, ongoing and completed trips across the field team.
admin workflow
Completed trips
Review finished trips and open a specific visit to inspect the submitted activity.
admin workflow
Client records
Keep client details accessible for planning and post-visit follow-up.
From plan to proof of visit.
Every assignment, client, question and response stays connected—giving admins visibility and salespeople a clear next step.
Clear ownership for every trip
Consistent client data collection
Simple progress and completion tracking