The challenge
A field visit, the old way
Field teams visit dealers every week. Without one system, the visit looks very different from each side.
The visit happened, but its value was lost before the next one.
How it works
Plan, visit, follow up, plan again
Plan visits, capture the report on the spot and follow every agreed action to the next visit.
1
Plan
Plan each visit around the dealer’s last score and the actions still open, so the dealers who need it most come first.
2
Visit
The visit becomes a checklist: objectives, KPIs, a walk-through and observations with photos, submitted before leaving.
3
Follow up
Every agreed action gets a person in charge and a due date at the dealer.
4
Plan again
Leadership sees planned against completed visits, scores and open actions by region and representative.
Results
Results from AutoSmart customers
1,100+
Field users at Kia India moved off Excel, about 110 of them area managers
Before and after
Visit by visit
| Item | Before | With AutoSmart |
|---|---|---|
| Planning | Booked by habit | Planned around scores and open actions |
| The report | Typed up days later | Submitted before leaving the dealer |
| Agreed actions | In a notebook | Tracked with a person in charge and a due date |
| What leadership sees | A count of visits | What was found, agreed and fixed, by region |
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
Dealership walk-through
- Showroom and workshop
- Brand presentation
- Stock and demo fleet
Observations
- Photos and notes
- Compliance gaps
- Good practice
Agreed actions
- Person in charge 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 at the dealership 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 application 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 upload automatically once the device is back online.
What happens to the actions agreed on a visit?
Each action gets a person in charge and a due date and stays open until it is closed with proof, so the next visit starts from what is outstanding.
AutoSmart Industry Insights
