A task that does not get lost in a verbal agreement
What work is needed in which shop is written in the system, tied to that outlet, and its completion is recorded.
Something every company deals with
Most instructions travel by word of mouth or through a messenger: “straighten the display in that shop”, “there is expired stock there, check it”. Such a task is recorded nowhere — whether it was done usually becomes clear only at the next visit.
In the system a task is attached to the outlet and appears to the agent when they arrive there — exactly when doing it is possible.
The life of a task
Who creates it
The supervisor creates tasks for the team or for a named agent. Agents can create them too — for example when they spot a problem that needs handling on the next visit.
What it contains
The outlet, a description of the work and a deadline. Because it is bound to a specific shop, it surfaces during the visit.
How it closes
The agent marks it done within the visit. The supervisor sees which tasks are closed, which are still open and which are overdue.
What tasks are used for
Merchandising work
Straightening the shelf, tidying the display, placing promotional material at a specific outlet.
Checking a problem
Inspecting and recording expired or damaged goods in a shop where an issue was flagged on the previous visit.
Receivables
Clarifying the debt at an outlet or reminding the customer about payment during the visit.
Introducing a new product
Presenting a specific range at selected outlets as part of a campaign.
See the system running on your own data
In the demo we show how your processes look inside the real interface. Questions get answered in the same meeting.