CONCLO

Easy to use solution to meet the needs to small and medium enterprises to plan and schedule visits. This application provides the ability to create Visit Activities templates and reuse the templates to schedule visits for your field service teams. Visit plans are placeholders for the managers to plan various visit activities. This saves time in recreating the same activities again and again. Instead, manager can reuse sample template and add only additional activities specific to the visit. Once the visit plan details are captured, users can define activity template for the plan. Live Example: Let’s say we are planning to create a sales visit plan and perform set of activities whenever the field service team visits the customer. Templates once defined can be reused for scheduling for different executives