Tour Plan & Route Management
Plan where your team should go. See where they actually went. Close the gap between intention and execution every single day.
Daily & Weekly Tour Plans
Create tour plans for each field employee specifying which customers to visit on which day. Plans can follow weekly or custom schedules.
- Daily visit targets
- Weekly planning view
- Customer-linked plans
Route & Territory Assignment
Assign routes and territories to employees. Each route is a sequence of customers in a geography, ensuring structured coverage.
- Named routes with customer lists
- Territory mapping
- Route-based scheduling
Plan vs Actual Reports
Compare the planned tour against what actually happened. See which visits were completed, skipped, or unplanned. Daily and weekly adherence scores.
- Visit completion tracking
- Adherence percentage
- Deviation reporting
Approval Workflows
Tour plans can require manager approval before the day starts. This ensures field employees follow the agreed coverage pattern.
- Manager approval step
- Plan modification tracking
- Approved vs modified history
Frequently Asked Questions
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