Comprehensive Visit Management System

All in One Visit Operations Suite for Odoo

Field Visit Planning and Execution Odoo App

Visit Management Across Key Industries | Diverse Sectors We Serve with Smart Visit Management

Visit Management is a comprehensive module that enables businesses to efficiently schedule, assign, and track field visits for maintenance or service operations. It supports end to end lifecycle management from planning and technician allocation to on site execution, documentation, photo uploads, and digital client signatures. Integrated with the client portal, it allows clients to view visit details and approve completed work. The module also supports internal operations such as task linkage, material requisitions, and quotation generation, ensuring a streamlined and transparent visit workflow. Designed for versatile use across industries, this module is suitable for businesses of all types and sizes.

Main Features :

• Visit Scheduling and Tracking
• Schedule maintenance visits with defined planned and actual durations.
• Automatically generate a unique reference number for each visit.
• Set the scheduled of visits and completed dates.
• Track the progress of visits through predefined stages.
• Stages can be configured to control access or lock editing.
• Technician and Team Assignment
• Assign one or more technicians or staff members responsible for the visit.
• Group visits by technician or team for better workload management.
• Equipment and Maintenance Linkage
• Link the visit to the relevant equipment for maintenance history tracking.
• Optionally connect the visit with an existing maintenance request.
• Link to a project for time tracking and billing purposes.
• Visit Categorization
• Classify visits by type such as Preventive, Breakdown, Installation, or AMC.
• Tag visits with labels for easier filtering, reporting, and visual identification.
• Visit Documentation
• Include a description outlining the issue or purpose of the visit.
• Record the work done during the visit.
• Add internal notes for back office use that are not visible to the customer.
• Support for rich text formatting for clarity.
• Photos and Digital Signatures
• Upload visit related photos (e.g., before/after images of the site or equipment).
• Collect digital signatures from both the Visit Manger and the customer.
• Customers can also sign directly from the portal.
• Quotation and Sales Integration
• Add billable items or services during the visit.
• Generate a quotation based on the visit details.
• View related sales documents from the visit record.
• Time Tracking and Task Integration
• Create tasks related to the visit for better planning.
• Log working hours spent during the visit.
• View linked tasks and time entries for reporting or invoicing.
• Calendar and Meeting Integration
• Schedule meetings or appointments associated with the visit.
• View visits in a calendar layout for planning.
• Access linked meetings directly from the visit.
• Material Request Handling
• Create material requisitions for spare parts or supplies needed during the visit.
• Visit Stage Control
• Visits in certain stages can be locked to prevent changes.
• Visits cannot be deleted once they reach a final stage.
• Completion date is automatically captured when the visit is marked complete.
• Customer Portal Access
• Customers can log in to view their visits, including details, work done, and photos.
• Customers can digitally sign visits directly through the portal.
• PDF reports can be downloaded, showing visit summary and signatures.
• Industries Empowered by Visit Management Solutions | Versatile Visit Management for All Major Industries
• Our Visit Management solution is designed to serve a broad spectrum of industries, addressing the unique operational challenges of each sector. From Facility Management and Healthcare to Manufacturing, Construction, IT Services, Retail, and Telecommunications, our system enhances visibility, accountability, and productivity. We also cater to critical domains such as Utility and Energy, Automotive, and the Public Sector, ensuring streamlined coordination and better customer service. Whether it is scheduled maintenance, inspections, sales visits, or emergency dispatches, our solution adapts to various workflows, empowering teams to deliver excellence in every field interaction.