Check-in

In Arabic تسجيل الوصول

A check-in is the record a field rep makes on arriving at a customer, stamping the time and location and opening the visit, which a check-out later closes.

In plain words

The check-in is the evidence behind every visit report. It shows that a rep was at the outlet, when and for how long, and ties the orders, invoices and payments of that visit to one call. The customer visit is the whole call; the check-in is its opening record.

Most apps stamp the check-in with the phone’s time and position and close the visit with a check-out. The gap between the two gives the visit length, and comparing check-ins with the plan shows which stops were really made.

The common mistake is reading a check-in as proof of a sale. A rep can check in everywhere and sell nowhere, so check-ins should be read beside productive visits, not instead of them.

Worked exampleOne visit from check-in to check-out
Check-in
09:42
Check-out
10:07
Lines invoiced during the visit
6
Visit length (minutes)
25

In Axon Suite

How Axon Suite handles it

In Axon Suite check-in and check-out record the time and where the rep stood, and both work in the rep app with no signal. A rep on strict planning can check in only at today’s planned stops.

Feature

Weekly journey plans on a map

Put each rep’s customers on weekdays from a map, in the order they are visited. At midnight in your time zone the plan becomes that day’s route in the rep app. A skipped stop needs a reason, and unplanned visits are counted apart from planned ones.

Open: Weekly journey plans on a map
Module

Van sales

Sell, invoice and collect from the van, offline

Open: Van sales

See your own van sale reach the ledger in 30 minutes.

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