Scheduling & Shifts for Field Teams
Coordinate visits, schedule events and manage work shifts across all units. Monthly calendar, automated scheduling rules and PDF export.
Request a DemoMonthly Calendar
View and manage visits and events in a complete monthly calendar, with month navigation and color-coded types.
User Invitations
Invite colleagues to events and visits. Each event supports multiple participants with shared viewing.
Scheduling Rules
Set minimum visit criteria by frequency, specific day or period. Automatically validate the schedule.
Monthly Lock
Lock the schedule at month end to protect data. Unlock requests with approval.
Work Shifts
Build monthly shift schedules per store with shifts, roles, vacations, days off and leaves. Full schedule control.
PDF Export
Export the shift schedule as color or black-and-white PDF, with configurable abbreviations for vacation, day off, leave and more.
Visit planning that works
Schedule store visits, meetings and events on a visual calendar. Define event types with colors, link to stores and control frequency with automatic rules.
- Event types with colors, categories and store links
- Minimum frequency rules per period (weekly, monthly)
- Criteria by specific day or monthly occurrence
- Automatic monthly lock with unlock requests
- View other users' schedules (with permission)
- Automatic schedule closing notification
Complete work shift management per unit
Build and manage the monthly employee schedule per store, with shifts, roles, schedule control and export for printing.
- Monthly store schedule with employees and shifts
- Day types: work, vacation, day off, leave and others
- Roles with default times and configurable workload
- Monthly lock and change requests with approval
- Color or black-and-white PDF with custom abbreviations
- Employee report with filters by store and period
Coordinate your field team efficiently
Schedule a demo and see how to organize visits and work shifts across your entire foodservice chain.
Schedule a Demo