Check In
1.1 Purpose
Used when a field executive reaches the client location and starts the visit.
1.2 Switch to Manual Entry (Toggle)
Default: OFF
When OFF (GPS mode):
- Location auto-captured using GPS
- Date and time auto-captured from system
- Used for real-time tracking
When ON (Manual mode):
User manually enters:
- Date
- Time
- Location
- Reason
Used when:
- Network unavailable
- GPS error
- Backdated entry is required
1.3 Visit For (Mandatory)
User must select what the visit is related to:
- Lead
- Deal
- Person
- Organization
- Task
- Cold
This decides where the visit record appears.
1.4 Select Lead / Deal / etc. (Mandatory)
Dropdown depends on Visit For selection.
Example:
If Visit For = Lead → Then you will see all lead’s records.
1.5 Location (Mandatory)
GPS mode:
- Auto-fetched from device location
Manual mode:
- User enters location manually
System stores:
- Latitude
- Longitude
- Full address
1.6 Attendees (Optional)
Internal team members present during the visit.
Used for:
- Multi-person visit tracking
- Team accountability
1.7 Add Proof of Check-In
Max: 6 photos
Purpose:
- Client office photo
- Photo with client
- Business card proof
- Site image
Ensures:
- Visit authenticity
- Field transparency
1.8 Check In Button
On click, the system stores:
- Visit For and linked record
- GPS location
- Check-in time
- Proof images
Visit status becomes: In Progress
Follow Up a Visit (Future Visit Scheduling)
2.1 Subject (Mandatory)
Title of the visit.
Examples:
- Demo Visit
- Payment Collection
- Installation Visit
2.2 Parent and Linked To (Mandatory)
Select Lead / Deal / etc.
Then select the specific record.
2.3 Date and Time (Mandatory)
Future visit date and time.
2.4 Remind Me Before
Options can include:
- Minutes
- Hours
- Days
Used for:
- Reminder notifications
2.5 Description
Detailed planning notes.
Example:
“Need to demonstrate inventory module.”
2.6 Attendees
Team members assigned to the visit.
2.7 Address Section
User defines visit location. Fields can include:
- Address 1
- Address 2
- Country
- State
- City
- Pincode
Ensures:
- Proper planning
- Travel clarity
Check Out
3.1 Purpose
Used when the user completes the visit.
Top section typically shows (read-only):
- Visit For
- Linked record
- Check-in time
- Check-in location
3.2 Switch to Manual Entry
Used if:
- User forgot to check out on time
- Time or location needs adjustment
3.3 Subject (Mandatory)
Summary title of the completed visit.
3.4 Summary
What happened during the visit?
Examples:
- Client interested
- Demo completed
- Payment expected next week
3.5 Location (Mandatory)
Default:
- Auto-captured via GPS
Manual mode:
- User enters location manually
3.6 Add Proof of Check-Out (Mandatory)
Max: 6 photos
Ensures:
- Visit closure authenticity
- Reduced fake field entries
3.7 Follow Up Dropdown
User can instantly create a follow-up:
- Call
- Meeting
- Visit
Linked to the same record.
3.8 Check Out Button
On click, the system:
- Captures check-out time
- Calculates duration
- Marks visit as Completed
- Moves entry to Log Visits bucket
