Routes and the field app
Routes and field app for coffee machines
You plan routes from the office. The agent works from the phone, even with no signal.
How do I tell an agent which clients to visit?
In Routes, tap New route and choose the clients, the agent and the days. Drag the clients into the order you want. The agent sees them on the phone under My route, with a Navigate button at each address.
Florin M.
Florin M.One client only needs a visit every two weeks.
Set it under How often. The client appears on the route only in its own weeks.
Marius P.
Marius P.How do I see how the day is going?
You see each route's progress: how many clients are supplied out of the total, and the next stop. Progress comes from recorded visits. The app does not track the phone's location.Florin M.
Florin M.What does the agent record at the client?
The meter reading, the products put in the machine and the payment. The app shows a Recommended quantity, and the agent can choose another. More in the refill guide and the readings guide.Marius P.
Marius P.What if there is no signal?
The visit carries on. The phone keeps the day's work while it has signal, so the agent opens the app before leaving. The visit is saved on the phone, shows under Unsynced, and is sent when the connection returns.Florin M.
Florin M.Does everything work with no signal?
No. Issuing invoices and scanning labels need a connection.Marius P.
Marius P.An agent is on holiday. Who takes the route?
Tap Change agent, choose who takes over and which days, then Temporary or Permanent. With Temporary, the routes go back on their own at the end. The agent gets a push notification.Florin M.
Florin M.What if a client gets skipped?
The agent taps Skip visit and confirms. In Routes, the client shows as not refilled.Marius P.
Marius P.