Visit alerts
Upcoming, missed, delayed or rescheduled visits.
Notifications
Bring the next update to the person who can act on it.
Connect visits, tasks, approvals, credit, collections, synchronization and exceptions to clear, contextual notifications.
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ALERTS AND WORKFLOW
Make each notification lead to an action
Keep alerts tied to the customer, visit, document or process that created them.
Task reminders
Due work, urgent actions and incomplete execution.
Approval updates
Discount, credit and document decisions requiring attention.
Credit and collection
Overdue balances, promises to pay and collection priorities.
Synchronization status
Queued, sent, failed or retried field operations.
Operational exceptions
Stock shortages, failed delivery, route deviation or reconciliation differences.
See it in your working context.
A tailored presentation reviews the customer data, user permissions, document states and connection requirements relevant to this workflow.