Oneboard vs Customer Visit Status

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1. Dashboard Overview Summary of Today's Visits: A quick snapshot of the number of visits scheduled, completed, pending, and canceled. Visit Status Overview: A live status feed showing active visits (in progress, completed, or upcoming) in real-time. 2. Visit Scheduling New Visit Creation: Ability to create new visits by entering customer details, preferred time slots, and visit objectives. 3. Customer Details & Visit History Customer Profile: Detailed customer information (name, contact, location, account status, past interactions). Visit History: A log of past visits with dates, outcomes, and any follow-up actions. Notes & Feedback: Ability to add notes from each visit and track customer feedback or issues raised. 4. Live Visit Tracking Real-Time Location Tracking: View team members' locations customer. Visit Progress: Track the status of ongoing visits (e.g., Marketing, Problem Solving or Marketing and Problem Solving). Live Updates/Check-ins: Allow field agents to check in or update visit status (e.g., “Brand,” “Buying,” or “Garments“). 5. Reporting and Analytics Visit Success Rate: Percentage of successful visits vs. canceled or delayed visits. Visit Duration Analysis: Average time spent on visits, helping to optimize schedules and resources. Customer Satisfaction Score (CSAT): Based on follow-up surveys or ratings, show a customer satisfaction trend. 6. Notifications & Alerts Visit Status Notifications: Notifications for visit updates (e.g., Pending Meeting Recap, Program & Action). Emergency Alerts: For urgent visits or issues that require immediate attention.