Create check-in records and CRM notes from visits
Create check-in records and CRM notes from visits
When field check-ins only live in the route app, project managers lose visit visibility and follow-up context. Captured visits and notes become searchable records for managers to act on the same day.
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Overview
Field check-ins that stay trapped in reps' route apps leave projects blind and slow follow-ups. Capture each visit as a searchable table record and a CRM note so project managers can triage and act on visits the same day.