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A Visit Report App is crucial for businesses dealing with scattered data and inefficient reporting. Manually tracking visits often results in lost information, wasted time, and missed opportunities. Our Visit Report App for Android and iOS allows you to create and complete digital forms effortlessly from anywhere. Import your customer database to keep all submissions organised in one place and access important data instantly. Integrate with your CRM, ERP, or any other software system to optimise workflow and improve efficiency. Enhance communication by adding notifications and sending automated email summaries after each visit, ensuring a clear and professional record. Eliminate paperwork, reduce errors, and stay on top of visit management with a streamlined, digital solution. Whether you’re in the office or out in the field, our Visit Report App helps you work smarter, stay organised, and make informed decisions with ease.
Keep all submissions and customer data in one place.
Automated email summaries and notifications for clear records.
Integrate with CRM/ERP to optimise workflow and reduce errors.
Keeping track of visit details can be time-consuming and prone to errors, leading to missed agreements and inefficient follow-ups. A Visit Report App simplifies this process, allowing you to capture all data quickly and accurately. Instead of relying on paperwork or handwritten notes, digital forms help you streamline reporting and stay organised. Import customer information to save time when completing forms during visits. Add meeting details, action points, and any agreements made. After each visit, all involved parties receive an automated PDF report via email, ensuring clear communication and accountability. This structured approach prevents forgotten agreements and enables faster follow-ups, helping teams work more efficiently and stay aligned on tasks. Integrate your Visit Report App with your company’s management software to enhance workflow automation. Improve collaboration, reduce administrative workload, and eliminate manual data entry errors. Access visit history anytime and make data-driven decisions with ease.
The Visit Report App includes several key elements to enhance your visit management process. The app works both online and offline, allowing you to add photos, signatures, and locations to your reports. You will receive professional PDF reports after each visit, which can be integrated with your CRM and ERP systems for seamless data management. These features ensure that you can capture all necessary details, maintain professionalism, and streamline your workflow efficiently.
Log in to the Platform, go to forms and select the option to create a new form.
Search and select one of the templates from the different categories.
Customise your selected template easily by adding or removing fields.
"Thanks to MoreApp we have greater control over our visits. All the data is sent automatically."
