Customer visits
Record customer visits, outcomes, and payments from the van app.
Visits track when a salesperson calls on a customer, what happened, and any payment collected.
Recording a visit
- Open Visits from the home screen
- Select the customer from your route list or search
- Tap Start Visit — your location is recorded
- Record the outcome — positive sale, no order, payment only, etc.
- Enter Payment received if applicable
- Tap Complete Visit
Visit statuses
| Status | Meaning |
|---|---|
| Pending | Scheduled but not yet visited |
| Visited | Visit completed |
| Skipped | Customer not available |