The challenge
Why dealer visits lose their value
Field teams visit dealers every week. Without one system, three things go wrong.
“Visits aren’t planned against priorities”
Visits are booked by habit, so the dealers who need attention most don’t always get it.
“Reports are written afterwards”
Notes are typed up after the visit, if at all, so leadership sees little of what happens on the ground.
“Agreed actions are forgotten”
Actions agreed during the visit are not tracked, so they are still open at the next one.
How it works
How visits work in AutoSmart
Plan visits, capture the report on the spot and follow every agreed action to the next visit.
Step 1
Capture the visit report on site
The visit becomes a checklist: objectives, KPIs, a walk-through and observations with photos, submitted before leaving.
- Objectives and KPIs in the checklist
- Photos and notes on site
- Works offline
Step 2
Track every agreed action
Every agreed action gets an owner and a due date, so the next visit starts from what is still open.
- An owner and a due date
- Carried over to the next visit
- Photo proof of every fix
Step 3
See planned against completed visits
Leadership sees visits done, scores and open actions by region and representative.
- Visits planned and completed
- Scores by region
- Open actions per dealer
Results
Results from AutoSmart customers
85%
Less time per facility audit at MG Motors MEA, down from 5–7 days to 1
Before and after
Before and after AutoSmart
Without AutoSmart
- Visits booked by habit
- Reports typed up after the visit, or not at all
- Agreed actions forgotten
With AutoSmart
- Visits planned by region, dealer and priority
- Reports submitted before leaving the site
- Every agreed action tracked to the next visit
What gets audited
What a visit covers
Field teams use one visit checklist and adapt it to each visit’s objectives.
Planning
- Visits by region and dealer
- Objectives and priorities
- Planned against completed
Performance review
- Sales and service KPIs
- Targets and gaps
- Previous actions
Site walk-through
- Showroom and workshop
- Brand presentation
- Stock and demo fleet
Observations
- Photos and notes
- Compliance gaps
- Good practice
Agreed actions
- Owner and due date
- Follow-up at the next visit
- Proof of completion
Reporting
- Report shared on the day
- Visits by representative
- Network overview
Who it’s for
Built for the teams that visit dealers
Field operations
Plan the week, complete the report on site and arrive at the next visit knowing what is still open.
Network development
See what is happening on the ground across every region, as visits are submitted.
Audit agencies
Run visits for a client in one app and share the report on the day.
FAQ
Visit management software: common questions
What is visit management software?
Visit management software plans field visits, captures visit reports on a phone with photos, and tracks the actions agreed with each dealer. Leadership sees planned and completed visits and their results in one dashboard.
Who is it for?
OEMs, distributors and dealer networks whose field teams visit dealers regularly.
Can visits be planned by region?
Yes. Visits can be assigned by region, dealer or representative, with objectives and priorities.
Does it work offline?
Yes. Audits can be completed offline and sync automatically once the device is back online.
What happens to the actions agreed on a visit?
Each action gets an owner and a due date and stays open until it is closed with proof, so the next visit starts from what is outstanding.
