Visit planning
Plan the day before the first visit.
Assign visits to each rep for the day or the week. Reps open the app and see their plan — customers, visit types, times and addresses — in order.
How it works
Visit planning, step by step.
- 01
Pick customers from your CRM
Customers, contacts and territories come from the system you already use.
- 02
Assign to a rep
Set the date, visit type and a preferred time window.
- 03
Rep sees it in Today
The plan appears on their phone with directions and customer details.
- 04
Changes are live
Add, move or reassign visits during the day — the rep's plan updates.
What's included
- Daily and weekly visit plans
- Visit types (sales, service, collection, follow-up)
- Bulk assignment by territory
- Rep-created visits with manager visibility
- Planned vs completed tracking
How a visit works
From assigned visit to completed report.
Plan the day before the first visit. Finish the report before the next one. Seven steps, in the order your team already works.
01
Assign visits
Managers set today's visits for each rep.
02
See the map
The day's visits on a map, with directions.
03
Check in
GPS confirms arrival at the customer.
04Now
Photo + note
Evidence and context, captured on site.
05
Check out
Visit closed, time on site recorded.
06
Follow up
Next action scheduled before leaving.
07
Manager review
Report reviewed without a single call.
Related features
Works together with
See the day's visits on a map and navigate to each one.
Verify that the rep reached the right location.
Attach real-world evidence and record what happened while it's still fresh.
Never lose the next action.
Keep working with no signal. Sync when it's back.
Give managers visibility without constant calls and messages.
Turn field activity into decisions.
Capture leads at trade shows and events, then follow up.
Give your field team
a better way to work.
Plan less. Chase less. Report less manually. Let every visit become part of the customer record.
See Hemmiles in action — a 30-minute walkthrough with your own visit types. See pricing