Add-on · Field Presence
Field Presence is an optional add-on that records when a rep starts and ends a shift or a customer visit. It takes one location reading when they tap check-in and one when they tap check-out, with the app open. Nothing is tracked in between, and a check-in is never blocked for missing location: it is flagged instead.
What it does
Location is read when the rep checks in and when they check out, with the app open. There is no tracking between the two.
No location, low accuracy, a check-in from a browser, a clock that is out, a check-in made offline: each is marked for the manager, and the rep carries on.
A day session for the stand or the office, and a visit session for a customer site, linked to the lead, with time on site.
A check-in or check-out made with no signal shows at once, marked as waiting, and is sent later with the phone's own time.
The rep sees exactly what their manager sees, and the app says in plain words when location is recorded.
The add-on is off by default. Until an admin enables it for the workspace, nothing about it appears in the app.
How it works
Two taps for the day, two more for each customer visit.
When you reach the stand or your first visit. The app reads your location once and shows how accurate it is.
Nothing is recorded while you work. The Today screen shows that you are on shift and for how long.
At a customer's site, start a visit and link it to the lead. End it when you leave: time on site is kept.
At the end of the day. One more reading, and the day is closed.
Who is on shift, who is on a visit and who has not checked in, team by team.
In detail
My team shows who is on shift, who is on a customer visit and who has not checked in, team by team. The record of a day is a place and a time at each end: enough to know a rep reached the stand and when they left, and all the app asks the phone for.
Good to know
Questions
No. Field Presence reads location once when a rep taps check-in and once when they tap check-out, with the app open. Nothing is recorded in between, and the app never runs location in the background.
The check-in still goes through. It is marked “No location” for the manager to see. The same happens for low accuracy, for a check-in made from a browser and for one made offline. A check-in is flagged, never blocked.
Yes. A visit session is started at the customer's site and ended on leaving. It is linked to the lead, and the time on site is kept with the lead's history.
It is an optional add-on with its own price, switched on per workspace. Companies that only need lead capture at exhibitions do not pay for it and never see it in the app.
The rest of the product
See it with your team
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