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Run Your Day in the Field

This is the routine for getting through a full field day without dropping anything: clock in, work your visits and follow-ups in order, log outcomes as you go, and close out clean. Stick to it and your attendance, visits, and customer updates stay accurate from first tap to last.

Entry pointMobile app

Who This Is For​

  • Field executives managing customer visits.
  • Agents who coordinate with field staff.
  • Managers reviewing whether field work was completed and recorded.

Before Starting the Day​

A two-minute check before you leave saves an hour of cleanup later. Confirm:

  • Your phone has network access.
  • Location permission is enabled if attendance or visits require it.
  • Camera permission is enabled if attendance selfie is required.
  • Notifications are enabled.
  • Today's visits and tasks are visible.
  • Customer contact details are complete enough for outreach.
  1. Check in if attendance is required.
  2. Review today's assigned tasks, visits, and follow-ups.
  3. Open each contact before calling or visiting.
  4. Log calls, notes, messages, or emails after each interaction.
  5. Update lead status, category, source, or type when the customer intent changes.
  6. Complete, reschedule, or cancel visits with the right note.
  7. Review pending follow-ups before ending the day.
  8. Check out if attendance is required.

Visit Preparation Checklist​

Before leaving for a visit:

  • Open the visit.
  • Confirm customer name and phone number.
  • Confirm site or property location.
  • Read the latest contact notes.
  • Check the customer's requirement.
  • Confirm scheduled time.
  • Check whether the customer needs directions, brochure, or payment details.

During the Visit​

Keep the visit status accurate as you go. Depending on your workspace, you may be able to mark reached location, met client, reschedule, cancel, or complete the visit.

Don't wait until the end of the day to record outcomes — notes written right after a visit are almost always more accurate.

End-of-Day Review​

Before checking out:

  1. Review incomplete tasks.
  2. Confirm all completed visits have outcomes.
  3. Add missing notes.
  4. Create follow-up tasks for customers who need another action.
  5. Check whether any customer requires manager attention.

Common Blockers​

  • Location permission is disabled.
  • Notifications are disabled.
  • A visit has no linked contact or project.
  • Network is unreliable while updating a record.
  • The user does not have access to the expected lead or task.

If assigned visits never show up, or you can't see a lead or task you're supposed to work, that's usually assignment or visibility — your admin can check owner, team, and role settings faster than support can.

Contact Brixi support if attendance fails with permissions enabled, visit status won't save, or updates disappear after saving. Include the customer name, visit time, device type, and which action failed.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.