Visit scheduling and field visit reports

The problem it solves

Visit plans often live in a manager's head or a shared sheet. By evening nobody can say which planned visits were missed, which were done, and which unplanned visits happened instead. Reports arrive late, typed from memory, in different formats from each agent.

How it works

1. 1

   Create the schedule

   Assign clients and visit dates to any field agent from the web portal, or bulk-import from Excel.

2. 2

   Agents see their day

   The assigned schedule shows up in the agent's mobile app.

3. 3

   Visits are checked in

   Each visit is checked in with GPS and a selfie, and checked out with remarks.

4. 4

   Reports build themselves

   Visit counts, per-agent and per-client breakdowns and charts update automatically. Export to CSV in one click.

Reports you get

• Scheduled vs completed per field agent.
• Per-agent and per-client visit breakdowns, filterable by date, agent or client.
• Daily, weekly and monthly views with charts on the dashboard.
• CSV export for Excel or payroll, including check-in/check-out times, closing remarks and mismatch distance.

You can also ask ChatAssist, the built-in AI assistant, to schedule a visit or summarise team performance in plain English, Hindi or Tamil.

Who it's for

Sales managers planning dealer and retailer visits, distributors covering outlets on a regular beat, and service managers assigning site visits to engineers. Territory transfer is supported when an agent changes areas.

Limitations

VisitAssist schedules visits and reports on them; it does not do automatic route optimisation or order booking. If those are central to your process, look at the comparison page first.