Client Visit Tracker
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π€ Waiting to send
These are saved on this phone. They send themselves as soon as there is
signal β data or wifi, whichever comes first. Nothing is lost.
π Follow-ups
Notes and photos you add now are tagged to this field. Change it and
carry on for the next one.
In any note box:
π€ dictate Β· βΊ record a voice note (works offline)
π¨βπΎ Visit with Farmer
Only for a second note under a different purpose β what
you've typed is saved either way.
π Scouting
Only if you scouted more than one crop here.
π§ͺ Delivered Chemicals
Anything that went wrong β short delivery, damaged stock, wrong product,
nobody there to sign.
π· Tap to attach delivery photos
π Programme Visit
PDF or photo of the crop programme document.
π Tap to attach the programme
Only for a second, separately numbered comment.
| # | Comment |
|---|
π Client Report
The summary and photos below are what go to the client.
π Tap to attach photos, PDFs or spreadsheets
Up to 25 MB each
Recorded in the field. They upload with the visit.
π± Add a client
For a new farm or a prospect. It appears in the
picker straight away, and you can log visits against it before it becomes a client.
Tap this while you're standing at the farm.
πΎ Fields & pivots
Load a farm's pivots and blocks here before you go
out, so in the field you pick from a list rather than typing a pivot four different ways.
Notes and photos are then tagged to a field, and the client report reads field by field.
Recently added
π Move or share farms
Pick the farms, then either hand them over or give a
second agronomist access. Visits already logged stay with whoever logged them.
Changes who the farm belongs to. The previous
agronomist can still log visits there, by searching.
For a farm two people call on. It keeps its owner and
shows up in both their lists. Choose "Remove access" to undo it.
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