RigoHR FieldPro
Plan and Track your Team's Field Visit
Does your team go to market regularly and need a tool to plan field visits and track your team’s visit and expenses? FieldPro is the perfect Field Tracker feature in RigoHR.
Track your Customer Visits
Visit Records and Expense Claim
Plan Field Visits
Plan customer visits for yourself or your team, including when your team should visit customers, the route to take, and the days and times of each visit. Planning and corresponding visits report makes it easy to track the progress. And employee daily visit map tracker shows you details about the visits with visit location and duration.
Keep Visit Records
Keep visit record, location, time, photos, discussions, tasks and overall feedback. You can also record collection or sales record during filed visit. The record becomes very helpful when someone else needs to visit the customer next time or need to recall what was the progress of earlier visits.
Reimburse Expenses
FieldPro is integrated with RigoHR expense claim module and when you need to reimburse your employees for field visit expenses like fuel, food allowance and the like. When expenses are being requested, the requestor can pull the visits made during the date range and submit the expense claim with the visit details among other things.
Key Features
Field Visits and Records
- Define your organization's field services
- Define customers and customer category
- Add contact details and location
- Plan visits by team member or by supervisor
- Visit customer and check in the visit
- Fill visit details, sales, collection, notes and tasks
- Take photo (if required) of the visit
- Check out from the field to record visit duration
- View detailed field visit report, employee-wise or department-wise
- Track visit pulse whether it was positive, neutral or negative
- Track overall pulse and changes in pulses to know how your product or service is performing
- Keep visit record for future reference for the organization or as a reference point for new visitors
- View daily team Visits plotted in maps
- Visually review customer location, check-in location and check-out location
- Reimburse field expenses and bill via Expense Claim Module which can pull the field visit details in Expense Claim
- Planning and reporting available in Web and Mobile App
- Visit record available on Mobile App
