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Field service and salesVisitFlow β€” speech to report for the field team

The problem

Your account manager drives away from the customer with a report still to type. That happens at the end of the day, or the weekend after, or not at all. So the office does not know what was agreed and when to follow up.

What it does

VisitFlow turns a spoken customer visit into a structured report within 60 seconds. You say what happened, VisitFlow asks follow-up questions on the fields your organisation has made mandatory, and delivers the result ready for your CRM. If anything is missing, Vera asks about it before she finishes the report.

What it delivers

  • No more admin after closing time.
  • Reports that all contain the same fields, so the office knows what the next step is.
  • Follow-up appointments that no longer vanish into a calendar.

In practice

At a signing and advertising company all field photos now go through one WhatsApp group and never end up in the project folder automatically. On bigger jobs that is up to 80 photos. VisitFlow puts them in the right folder the moment they are taken, with the spoken explanation attached.

Who it is for

Field service, account management, service engineers, project managers. Anywhere someone has to record something after a visit.

Where your data is kept →

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