Guide your field sales & service teams through the visit process with adaptive forms
Visit scripting means providing your field team with a form on their phone or tablet that guides them through their visits. A form can include data, photos, and e-signatures that need to be collected and can automatically shows or hide fields as the user fills it out based on data being entered, as well as the location’s and user’s properties.
Scripting your visits yields several major benefits, significantly boosting your team’s productivity and the transparency of field activities.
The most common use case of visit scripting is the location check-in process often used with geofencing.
Minimize the time your field team spends on data entry during visits — with adaptive forms on their phones and tablets. Immediately save data directly into your CRM or spreadsheet, including custom CRM properties and fields.
As your field reps enter data into the adaptive form, fields automatically appear or hide based on the input. Make sure reps are entering data, adding photos, and collecting e-signatures that are relevant to their visit. Collect more data this way without overwhelming the team.
Forms validate all entered data in real time, eliminating errors and ensuring all required information, photos, and e-signatures are collected. Configure custom validation rules for your forms, including those requiring real-time data exchange with your CRM or other external IT systems.
Use Check-in/Check-out buttons with geofencing to log visit start and end times and verify team locations. Mapsly feeds this data directly into field performance dashboards within Mapsly Analytics. View detailed metrics such as completed vs. missed visits, on-time arrivals, visit overtime, and more.
Geofencing for location verification during visits increases the transparency of field activities and boosts team self-discipline, contributing to higher productivity. Learn more
All collected data is instantly saved to your CRM or spreadsheet and shown in the Mapsly Analytics dashboard. Make decisions based on specific visit results, allowing for faster reaction and greater adaptability. Learn more
Process any data, including your CRM records and data being gathered by your team during visits, using ChatGPT based on your custom prompts by leveraging Mapsly’s ready-to-use integration with OpenAI’s API. AI analysis can be performed in workflows, by schedules, or in real-time during visits. Learn more
