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As a manager, I spend hours each week planning journey plans and manually verifying whether employees have completed their visits. Repeating this process daily and weekly takes up too much of my time.
Is there a more efficient way to schedule, track, and confirm field staff journey plans?
Shopl’s [Journey Plan] feature allows you to effortlessly assign visits and track their completion in real time.
Discover how Shopl can simplify your field staff journey plan management today!
With Shopl’s [Journey Plan] feature, scheduling field staff visits has never been easier.
Managers can efficiently assign journey plans in bulk via the dashboard (PC). You can schedule visits for a specific period by selecting the desired timeframe and employees, then downloading a structured Excel template.
The template allows you to input daily visit locations and times. Additionally, the memo feature lets you provide important details about each visit, such as assigned tasks and special instructions, ensuring employees have clear guidance.
Once managers assign journey plans, employees can instantly check their schedules through the mobile app.
Using Shopl’s [Move & Arrive] feature, employees can accurately track their travel and work hours. This is especially beneficial for field staff with frequent off-site visits.
When employees log their movement and arrival using [Move & Arrive], Shopl compares their recorded GPS data with the assigned visit location. If the GPS locations match, the visit is marked as completed. Additionally, all movement and arrival data—including timestamps and locations—is stored in real time. This eliminates the need for employees to manually report their visits or create separate records.
For more details on the [Move & Arrive] feature, check out the link below!
▸ Learn More About the [Move & Arrive] Feature >>
No more need to contact employees one by one to check visit records.
With Shopl’s Dashboard (PC), managers can track visit completion rates and employee movement in real time. The system also provides a detailed route history, ensuring a structured and transparent visit management process.
For data analysis, Shopl offers Excel-formatted reports, summarizing assigned journey plans, visit completion rates, and visit duration records—allowing managers to efficiently review and optimize field operations.
Before assigning journey plans via the Dashboard (PC), managers must first select the employees involved. This allows for focused and efficient journey plan management for employees with frequent off-site visits.
Shopl first prompts employees to complete their journey plans. If they are unable to, the system then requests a reason for the missed visit, ensuring transparent and accountable visit tracking.
Manage your field employees' journey plans effortlessly with Shopl's [Journey Plan] feature. From scheduling visits to tracking completion and generating reports, everything is handled in one place—boosting operational efficiency.
