Site visits

Introduction

A site visit in BMexa is two moments: the plan (a follow-up with the sub-response Site Visit Scheduled) and the visit itself (a check-in from the phone, at the site). The check-in is the record that counts: it marks the client Visit completed, feeds the Site visits · 7 days card on the dashboard and the Site visit done chip on Clients, and shows whether the person was really there.

Scheduling a visit

1. Log the call where the visit was agreed: Log activity › Follow-up, response Qualified, sub-response Site Visit Scheduled (or Re-visit Scheduled).
2. Set the Next follow-up to the visit’s date and time. The reminder half an hour before is your cue to leave.

Checking the client in at the site

1. On the phone, open the client and tap Check in site visit (the home screen also has a Check in site visit tile).
2. Confirm the Project. It defaults to the client’s project; a builder’s team can search another project by name or builder.
3. A builder’s team also answers Came with: Direct, or the channel partner firm that brought the client and Who from <firm>. A partner firm’s own team does not see this question.
4. Write What happened (required) and, if you like, pick the next follow-up. Without one, the open follow-ups are closed.
5. Optionally tap Take a photo at the site: the client at the gallery or the sample flat.
6. Tap Check in. BMexa reads your location once, uploads the photo and saves the visit.

What the check-in records

• A Meeting activity with Site Visit Done on the first visit and Re-visit Done after that, and the stage Visit completed.
• The result against the project’s site pin: Visit confirmed (At <project> site · N m away, within 300 m by default), Saved · away from the site (flagged for your manager), or Visit saved when the project has no pin or the phone gave no location. Offline, it is Saved on this phone and syncs later.
• On the timeline the entry carries a chip: On site · N m, Off site · N m away or Site not checked, plus the photo.
• A dumped client who visits is reopened, and the rep and the site head are told A dumped client walked in again.

Finding visits

On Clients, the Site visit done chip lists everyone with a visit on record, and the Filters dialog narrows by sub-response. The dashboard’s Site visits · 7 days counts the week; the Field activity page shows where each check-in was made.