Site-visit check-in
Record a site visit from the phone with your location checked against the project site and an optional photo of the client at the site.
Checking in
- On the client’s screen tap Check in site visit, or tap Check in site visit on Home and pick the client.
- Confirm the Project. The banner at the top says whether the project has a site pin: if it does, your location is checked once against it when you save.
- Write What happened (required), for example what the client saw and asked for.
- Choose the Next follow-up chip, or leave it; with no follow-up, open follow-ups on the client are closed.
- Under Photo (optional) tap Take a photo at the site: the client at the gallery or sample flat. JPEG or PNG up to 8 MB; skip it if they would rather not.
- Tap Check in.
What you see after saving
- Visit confirmed: you were within the site radius (300 m unless the company set another).
- Saved · away from the site: the visit is saved and flagged for your manager with the distance.
- Visit saved: the distance could not be checked (no site pin, location permission denied, or no reading).
- Saved on this phone: you were offline; it is sent when you are back online.
- On the client’s timeline the visit shows a pill: On site · X m, Off site · X away or Site not checked, and the client’s last response becomes Qualified with the visit as sub-response.
Location permission
The first time, your browser asks to use your location. If your company has location tracking on for you, BMexa first shows Location sharing is off explaining what is recorded (your location during your reporting hours, visible to your managers) with Try again and Not now. Readings are only taken inside reporting hours on working days, are visible to the people above you and admins, and are deleted after 90 days. In the web app nothing is recorded while BMexa is in the background.
Updated on 29 October 2026