Visits

Log a stop at an outlet, capture what you did there, and mark it complete.

A visit is your stop at an outlet — from the moment you start it to the moment you mark it complete. Everything you do at the outlet (orders, payments, a shelf audit, a stock count, forms) lives inside the visit and goes up together when it's done.

📷 [SHOT: mobile-visits-1] — mobile — Visits tab, history grouped by day with today's count on top — caption: "The Visits tab shows your stops, grouped by day."

Start a visit

Tap Add visit (the "+" on the Visits tab, or Add Visit in the Quick Actions menu).
Choose whether you're visiting a customer (an existing outlet) or a lead (a prospect that isn't a customer yet).
Pick the outlet or lead from the list.
Tap Start visit.

When you start, the app captures your location and the time automatically — you don't enter them.

Note: You can't start a second visit while one is still ongoing. Finish the current visit first, or resume it from the banner on your Today screen.

📷 [SHOT: mobile-visits-2] — mobile — Start-visit screen with customer/lead choice and outlet picker — caption: "Pick the outlet, then tap Start visit."

The ongoing-visit screen

Once a visit is running, you land on the ongoing-visit screen — your hub for everything you do at this outlet:

Purposes — tap to choose why you're here (you can pick more than one).
Photos — add photos of the outlet or shelf.
Notes — type what you saw. Notes save as you go.
New order — open the order composer to book a sale.
Collect payment — record cash or another collection.
Audit shelf — run the merchandising check (must-sell items, facings, shelf price, promotions).
Stock count — count what's on hand.
Forms — fill any form attached to this visit.

Anything you start here — an order, a payment, an audit — is added to the visit and held until you complete it. That way the whole stop syncs as one piece.

Tip: Your location keeps recording in the background during a visit, more often than usual, so your route is accurate. It eases off once you complete the visit.

📷 [SHOT: mobile-visits-3] — mobile — Ongoing-visit hub with purpose chips, photo/notes, and the action buttons — caption: "The ongoing-visit screen is your hub for the whole stop."

Mark the visit complete

When you're done at the outlet, tap Mark visit complete. The app records your finish location and time, and confirms any orders, payments, and audits you staged during the visit.

The mandatory-form gate

Some outlets have a required form to fill before you leave (set up by your manager).

If a required form hasn't been filled, completion is blocked until you fill it.
If only optional forms are pending, the app gives you a gentle nudge — you can tap Complete anyway.

Warning: A required form is a hard stop. You can't mark the visit complete until it's filled. Fill it from the Forms action on the ongoing-visit screen.

📷 [SHOT: mobile-visits-4] — mobile — Completion blocked by a pending mandatory form — caption: "A required form must be filled before you can complete the visit."

How it flows

flowchart TD
  A[Tap Add visit] --> B{Customer or lead?}
  B -->|Customer| C[Pick the outlet]
  B -->|Lead| C
  C --> D[Start visit — location and time captured]
  D --> E[Ongoing visit: purposes, photos, notes]
  E --> F[Order / Payment / Audit / Stock count / Forms]
  F --> G[Tap Mark visit complete]
  G --> H{Required form filled?}
  H -->|No| I[Blocked — fill the form first]
  I --> E
  H -->|Yes| J[Visit complete — staged work confirmed]

Tap Add visit.
Choose a customer or a lead and pick the outlet.
Tap Start visit — your location and time are captured.
On the ongoing-visit screen, set purposes, add photos and notes.
Do your work: start an order, collect a payment, audit the shelf, count stock, or fill forms.
Tap Mark visit complete.
If a required form is pending, fill it first — then complete. Your staged orders, payments, and audits confirm with the visit.

Best practice: Capture as you go — start the order and collect the payment while you're standing in the outlet. It all rides up on one sync when you complete the visit, even if you're offline.