{"id":562,"date":"2026-10-14T05:33:14","date_gmt":"2026-10-14T05:33:14","guid":{"rendered":"https:\/\/autosmarts.co\/en\/solution\/visit-management-software\/"},"modified":"2026-10-14T05:33:14","modified_gmt":"2026-10-14T05:33:14","slug":"visit-management-software","status":"publish","type":"use_case","link":"https:\/\/autosmarts.co\/en\/solution\/visit-management-software\/","title":{"rendered":"Visit management"},"content":{"rendered":"\n<div class=\"wp-block-group as-isec as-isec--challenges is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-eyebrow wp-block-paragraph\">The challenge<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why dealer visits lose their value<\/h2>\n\n\n\n<p class=\"as-isec__intro wp-block-paragraph\">Field teams visit dealers every week. Without one system, three things go wrong.<\/p>\n\n\n\n<div class=\"wp-block-group as-ichallenges is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group as-ichallenge is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">\u201cVisits aren\u2019t planned against priorities\u201d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Visits are booked by habit, so the dealers who need attention most don\u2019t always get it.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-ichallenge is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">\u201cReports are written afterwards\u201d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Notes are typed up after the visit, if at all, so leadership sees little of what happens on the ground.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-ichallenge is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">\u201cAgreed actions are forgotten\u201d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Actions agreed during the visit are not tracked, so they are still open at the next one.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-isec as-isec--helps is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-eyebrow wp-block-paragraph\">How it works<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How visits work in AutoSmart<\/h2>\n\n\n\n<p class=\"as-isec__intro wp-block-paragraph\">Plan visits, capture the report on the spot and follow every agreed action to the next visit.<\/p>\n\n\n\n<div class=\"wp-block-group as-irow is-layout-flow wp-block-group-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized as-irow__media\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"1305\" src=\"https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-checklist.webp\" alt=\"Area manager visit report on a phone in AutoSmart Audit: objectives and KPIs reviewed, open actions from the last visit flagged, score 90%\" class=\"wp-image-607\" style=\"width:330px\" srcset=\"https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-checklist.webp 700w, https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-checklist-161x300.webp 161w, https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-checklist-549x1024.webp 549w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group as-irow__text is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-irow__label wp-block-paragraph\">Step 1<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Capture the visit report on site<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The visit becomes a checklist: objectives, KPIs, a walk-through and observations with photos, submitted before leaving.<\/p>\n\n\n\n<ul class=\"wp-block-list as-irow__points\">\n<li>Objectives and KPIs in the checklist<\/li>\n\n<li>Photos and notes on site<\/li>\n\n<li>Works offline<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-irow as-irow--flip is-layout-flow wp-block-group-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized as-irow__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1225\" height=\"756\" src=\"https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-actions.webp\" alt=\"AutoSmart Audit action plan from a dealer visit: September actions and a stock report pending, sales training in progress, two items completed\" class=\"wp-image-608\" style=\"width:600px\" srcset=\"https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-actions.webp 1225w, https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-actions-300x185.webp 300w, https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-actions-1024x632.webp 1024w, https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-actions-768x474.webp 768w\" sizes=\"auto, (max-width: 1225px) 100vw, 1225px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group as-irow__text is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-irow__label wp-block-paragraph\">Step 2<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Track every agreed action<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Every agreed action gets an owner and a due date, so the next visit starts from what is still open.<\/p>\n\n\n\n<ul class=\"wp-block-list as-irow__points\">\n<li>An owner and a due date<\/li>\n\n<li>Carried over to the next visit<\/li>\n\n<li>Photo proof of every fix<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-irow is-layout-flow wp-block-group-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized as-irow__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1289\" height=\"775\" src=\"https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-dashboard.webp\" alt=\"AutoSmart Audit field visits dashboard: average score 90%, visits by grade, score by region and the most frequent issues\" class=\"wp-image-609\" style=\"width:620px\" srcset=\"https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-dashboard.webp 1289w, https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-dashboard-300x180.webp 300w, https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-dashboard-1024x616.webp 1024w, https:\/\/autosmarts.co\/en\/wp-content\/uploads\/2026\/10\/media-ui-sol-visit-management-dashboard-768x462.webp 768w\" sizes=\"auto, (max-width: 1289px) 100vw, 1289px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group as-irow__text is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-irow__label wp-block-paragraph\">Step 3<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">See planned against completed visits<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Leadership sees visits done, scores and open actions by region and representative.<\/p>\n\n\n\n<ul class=\"wp-block-list as-irow__points\">\n<li>Visits planned and completed<\/li>\n\n<li>Scores by region<\/li>\n\n<li>Open actions per dealer<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-isec as-isec--proof is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-eyebrow wp-block-paragraph\">Results<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Results from AutoSmart customers<\/h2>\n\n\n\n<div class=\"wp-block-group as-iproofs is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group as-iproof is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-iproof__num wp-block-paragraph\">85%<\/p>\n\n\n\n<p class=\"as-iproof__label wp-block-paragraph\">Less time per facility audit at MG Motors MEA, down from 5\u20137 days to 1<\/p>\n\n\n\n<p class=\"as-iproof__link wp-block-paragraph\"><a href=\"https:\/\/autosmarts.co\/en\/case-studies\/mg-motors-case-study\/\">Read the MG Motors story \u2192<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-iproof is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-iproof__num wp-block-paragraph\">2\u20133 days<\/p>\n\n\n\n<p class=\"as-iproof__label wp-block-paragraph\">Nationwide dealer evaluation at Kia India, down from 2 weeks<\/p>\n\n\n\n<p class=\"as-iproof__link wp-block-paragraph\"><a href=\"https:\/\/autosmarts.co\/en\/case-studies\/kia-india-case-study\/\">Read the Kia India story \u2192<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-iproof is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-iproof__num wp-block-paragraph\">10% \u2192 90%<\/p>\n\n\n\n<p class=\"as-iproof__label wp-block-paragraph\">Corrective actions closed at Behbehani Brothers<\/p>\n\n\n\n<p class=\"as-iproof__link wp-block-paragraph\"><a href=\"https:\/\/autosmarts.co\/en\/case-studies\/behbehani-case-study\/\">Read the Behbehani story \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-isec as-isec--compare is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-eyebrow wp-block-paragraph\">Before and after<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Before and after AutoSmart<\/h2>\n\n\n\n<div class=\"wp-block-group as-icompare is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group as-icompare__col as-icompare__col--before is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Without AutoSmart<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Visits booked by habit<\/li>\n\n<li>Reports typed up after the visit, or not at all<\/li>\n\n<li>Agreed actions forgotten<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-icompare__col as-icompare__col--after is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">With AutoSmart<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Visits planned by region, dealer and priority<\/li>\n\n<li>Reports submitted before leaving the site<\/li>\n\n<li>Every agreed action tracked to the next visit<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-isec as-isec--covers is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-eyebrow wp-block-paragraph\">What gets audited<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What a visit covers<\/h2>\n\n\n\n<p class=\"as-isec__intro wp-block-paragraph\">Field teams use one visit checklist and adapt it to each visit\u2019s objectives.<\/p>\n\n\n\n<div class=\"wp-block-group as-icovers is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group as-icover is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Planning<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Visits by region and dealer<\/li>\n\n<li>Objectives and priorities<\/li>\n\n<li>Planned against completed<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-icover is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Performance review<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales and service KPIs<\/li>\n\n<li>Targets and gaps<\/li>\n\n<li>Previous actions<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-icover is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Site walk-through<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Showroom and workshop<\/li>\n\n<li>Brand presentation<\/li>\n\n<li>Stock and demo fleet<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-icover is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Observations<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Photos and notes<\/li>\n\n<li>Compliance gaps<\/li>\n\n<li>Good practice<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-icover is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Agreed actions<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Owner and due date<\/li>\n\n<li>Follow-up at the next visit<\/li>\n\n<li>Proof of completion<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-icover is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Reporting<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Report shared on the day<\/li>\n\n<li>Visits by representative<\/li>\n\n<li>Network overview<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-isec as-isec--roles is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-eyebrow wp-block-paragraph\">Who it\u2019s for<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Built for the teams that visit dealers<\/h2>\n\n\n\n<div class=\"wp-block-group as-iroles is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group as-irole is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Field operations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Plan the week, complete the report on site and arrive at the next visit knowing what is still open.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-irole is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Network development<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">See what is happening on the ground across every region, as visits are submitted.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-irole is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Audit agencies<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Run visits for a client in one app and share the report on the day.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group as-isec as-isec--faq is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"as-eyebrow wp-block-paragraph\">FAQ<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Visit management software: common questions<\/h2>\n\n\n\n<div class=\"wp-block-group as-faq is-layout-flow wp-block-group-is-layout-flow\">\n<details class=\"wp-block-details as-faq__item is-layout-flow wp-block-details-is-layout-flow\"><summary>What is visit management software?<\/summary>\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details as-faq__item is-layout-flow wp-block-details-is-layout-flow\"><summary>Who is it for?<\/summary>\n\n<p class=\"wp-block-paragraph\">OEMs, distributors and dealer networks whose field teams visit dealers regularly.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details as-faq__item is-layout-flow wp-block-details-is-layout-flow\"><summary>Can visits be planned by region?<\/summary>\n\n<p class=\"wp-block-paragraph\">Yes. Visits can be assigned by region, dealer or representative, with objectives and priorities.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details as-faq__item is-layout-flow wp-block-details-is-layout-flow\"><summary>Does it work offline?<\/summary>\n\n<p class=\"wp-block-paragraph\">Yes. Audits can be completed offline and sync automatically once the device is back online.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details as-faq__item is-layout-flow wp-block-details-is-layout-flow\"><summary>What happens to the actions agreed on a visit?<\/summary>\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n<\/details>\n<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Plan dealer visits by region or representative, capture reports with photos on site and track every follow-up.<\/p>\n","protected":false},"featured_media":0,"menu_order":7,"template":"","meta":{"footnotes":"","_as_icon":"calendar","_as_anchor":"Visit management software","_as_audits":"Dealer visits","_as_headline":"Visit management software for field teams and dealer networks","_as_lead":"Plan dealer visits by region and priority, capture the visit report on site with photos and track every agreed action to the next visit.","_as_video":"https:\/\/www.youtube.com\/watch?v=8bwA2wScdK4","_as_sol_featured":false},"industry_tag":[],"role_tag":[10,9],"class_list":["post-562","use_case","type-use_case","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/autosmarts.co\/en\/wp-json\/wp\/v2\/use_case\/562","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/autosmarts.co\/en\/wp-json\/wp\/v2\/use_case"}],"about":[{"href":"https:\/\/autosmarts.co\/en\/wp-json\/wp\/v2\/types\/use_case"}],"version-history":[{"count":3,"href":"https:\/\/autosmarts.co\/en\/wp-json\/wp\/v2\/use_case\/562\/revisions"}],"predecessor-version":[{"id":1830,"href":"https:\/\/autosmarts.co\/en\/wp-json\/wp\/v2\/use_case\/562\/revisions\/1830"}],"wp:attachment":[{"href":"https:\/\/autosmarts.co\/en\/wp-json\/wp\/v2\/media?parent=562"}],"wp:term":[{"taxonomy":"industry_tag","embeddable":true,"href":"https:\/\/autosmarts.co\/en\/wp-json\/wp\/v2\/industry_tag?post=562"},{"taxonomy":"role_tag","embeddable":true,"href":"https:\/\/autosmarts.co\/en\/wp-json\/wp\/v2\/role_tag?post=562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}