Check(In) Mate
Have you ever wanted to get insights on your field rep visiting performance? Have you ever wanted to understand if the field reps are visiting as expected? Look no further, Check(In) Mate is here to help. The Check(In) Mate utility will enable your field reps to check-in as soon as they arrive in a customer and check-out when they are about to leave. The location and timestamp information are stored on a Visit record, so you will be able to create reports to understand how your field reps are performing. As an administrator, you can also define a compliance distance, if a field rep tries to check-in/check-out outside of that range, they are going to get an alert or won't even be able to perform that action! As a bonus, most of this solution was created on using a modular approach in Flows, therefore, it is easy for admins and developers to tweak what was created and have it work for even more use cases.
Top keywords
- field5×2.98%
- field reps3×1.79%
- reps3×1.79%
- able2×1.19%
- check2×1.19%
- check in mate2×1.19%
- check-in2×1.19%
- check-out2×1.19%
- created2×1.19%
- even2×1.19%
- ever2×1.19%
- ever wanted2×1.19%
Native Planner - Scheduler, Kanban, Gantt Chart, Calendar
Native Planner Plus's versatility allows it to be adapted for various use cases across different industries and departments. Use Cases: • Project Management, Asset Management, Project Tasks, Work Planning • Sales : Scheduling, Team activities, Appointments, Pipeline Calendar • Manufacturing : Order schedules, Shift schedules, Production line schedules • Service : Field Service schedule, Service Appointments, Shift Management: • Education : Amenity Reservations, student and faculty schedules • Marketing : Campaign timeline, Content calendar • Real Estate : HR Scheduling, Make Ready, Tour / Showing Scheduler, Expirations, Rental, Booking • Healthcare: Patient appointments, Staff rotas, Equipment booking • Staff shifts, Promotional event planning, Inventory restock schedules • Sprint planning, Bug tracking, Release schedules, Interview schedules, Training sessions, Employee onboarding timelines, Case timelines. • Delivery schedules, Vehicle maintenance Salesforce scheduler Field service management, Resources management Projet Planification, la gestion d'actifs, Rendez-vous, Réservation, calendrier Gestión de proyectos, Planificación, Reserva, Gestión de activos, Equipo, calendario
Top keywords
- schedules8×5.80%
- management5×3.62%
- service4×2.90%
- appointments3×2.17%
- planning3×2.17%
- booking2×1.45%
- calendar2×1.45%
- cases2×1.45%