Visits
Track outdoor client visits and GPS location check-ins.
Available from the Growth plan.
What this screen is for
Visits tracks field activities and client location check-ins performed by sales representatives or field technicians using the Dawmly mobile app with GPS location verification.
The screen at a glance
- Assignments and Settings tabs switch between active field visit logs and configuration settings.
- + New Visit button opens the form to create a new field assignment.
- Filter bar filters field visits by Status, Assignee, From Date, and To Date.
- Visits table displays columns for Title, Status, Date, Time, Assignees, and Location.
Notes and limits
- Available from the Growth plan.
- Requires GPS permissions enabled on the employee's mobile device during check-in.