Refill tracking by agent for coffee machines

What the agent records

Each visit has three steps, on the phone:

It works without signal too

The visit is saved on the phone and sent when the connection returns. Until then, it shows under Unsynced.

Where you see the refills

From the office, you have three places:

• Records: date and time, the agent, the client, the machines, the products, the cups and the total. Open a row to see the products refilled and the reading photo.
• Routes: each client on the agent's day shows whether it was refilled or not.
• Client page: the client's refill history.

You can refill from the office too

The manager can also record a refill, from Records or from the client page.

Export

Records download to Excel, with the Download Excel button.

Questions