Visits
Every visit on the record, and every missed one flagged.
Visits puts work done in person on the record: your people check in and out, with time and place. Location is captured only at check-in and check-out, never tracked. Plan visits one at a time, in bulk or on a repeat.
A lot of your most important work happens away from a desk.
It is usually recorded after the fact, or not at all.
From memory
What happened is written up later, from memory.
In a spreadsheet or a chat
The record ends up in a spreadsheet or a chat message.
Found weeks later
Planned work that slipped is found weeks later.
Check in and out,
with time and place.
Your people check in on arrival and check out on leaving, and the time and place of both are kept on the visit. A visit has a visit type, such as Sales, and can be about a lead or about nothing yet.
- Check in on arrival
- Check out on leaving
- The time of both
- The place of both
- Found later by place
- A visit type, such as Sales
- About a lead, or nothing yet
- Location only at check-in and check-out
Plan a visit
for a person and time.
Plan a visit for a person and a time window, with a priority, notes and the lead it is about, or plan many in bulk. Each one gets a reference number, and a double booking is flagged, not refused. Checking in against a planned visit marks it done; one not done in time is marked missed.
- One-off planned visits
- Plan many in bulk
- A person and a time window
- The lead it is about
- A reference number each
- Marked done at check-in
- Double bookings flagged
- Missed visits marked
Repeat a visit
in your own local time.
Set up repeating visits in your own local time: every Monday 09:00 stays Monday 09:00 through daylight saving, and the rule fills the plan ahead. Change, pause or end a repeat, and choose what happens to the visits it has already planned.
- Repeating visits
- On a fixed rhythm
- In your own local time
- Kept through daylight saving
- The plan filled ahead
- Change a repeat
- Pause or end it
- Choose what happens to planned visits
For any business whose people
go places on its behalf.
How everyday businesses use visits, and how Visits serves them.
Home services
Maintenance plans on a fixed rhythm, as repeating visits.
Equipment rental and logistics
Delivery and pickup as planned visits.
Property management and real estate
Site visits about the lead, and a sales visit that creates it.
Home care and caregiving
The same client daily, as repeating visits, with missed visits flagged.
B2B account management
Regular check-ins as repeating relationship visits.
Anyone, anything worth recording
Check in with no linked record, and find it later by place.
Questions and answers.
Something else? Talk to us
Only at check-in and check-out: never all day, never between visits, never in the background.
A lead, or nothing yet: check in with no linked record, and find the visit later by place. A visit has a visit type, such as Sales.
Yes. Check in with the name, phone or email of someone new, and they become a lead on check-out.
Yes. Plan visits one at a time, in bulk or on a repeat. Each planned visit gets a reference number.
It is flagged, not refused: people decide.
It is marked missed. Checking in against a planned visit marks it done, with no separate step.
You choose. Change, pause or end a repeating visit, and pick what happens to the visits it has already planned.
No. It is included with any paid app: Desk, Space, Leads or MDM. Each paid app has one 30-day trial per workspace.