Visits
Visits are the core activity in Merq. A visit represents a field agent’s trip to an outlet to complete assigned tasks.
Visit List
Section titled “Visit List”The Visits tab shows your assigned visits for today, sorted by priority. Each visit card shows:
- Outlet name and address
- Distance from your current location
- Last visit date
- Current status (Pending, In Progress, Completed, Cancelled)
[Screenshot: Visit list screen]
Use the search bar at the top to filter visits by outlet name.
Starting a Visit — Check In
Section titled “Starting a Visit — Check In”- Tap a visit in the list to open the Visit Detail screen.
- Review the outlet info: address, manager contact, check-in radius, frequency.
- Tap Check In.
- The Check-In Verification screen opens with three steps:
Step 1 — GPS Verification
Section titled “Step 1 — GPS Verification”The app shows your current location on a map. Your location must be within the outlet’s check-in radius. If you are outside the radius, wait until you are physically at the outlet or tap Retry once you’ve moved closer.
Step 2 — Selfie Photo
Section titled “Step 2 — Selfie Photo”Take a selfie using the front camera. This photo is attached to the visit record.
Step 3 — Timestamp
Section titled “Step 3 — Timestamp”The current date and time is automatically recorded.
Once all three steps are verified, tap Submit to check in.
[Screenshot: Check-in verification screen]
Completing Tasks During a Visit
Section titled “Completing Tasks During a Visit”After checking in, the Visit Progress screen shows all tasks for this outlet:
- Assigned Forms — forms set by your admin for this project
- Additional Forms — forms you can add yourself
Each task shows its completion status. Tap a task to open the Submission Form.
A progress bar shows how many required tasks you’ve completed. You cannot check out until all required tasks are done.
[Screenshot: Visit progress screen with task list]
Filling a Submission Form
Section titled “Filling a Submission Form”Submission forms contain dynamic fields. Supported field types:
| Type | Description |
|---|---|
| Text / Textarea | Free-text input |
| Number | Numeric input (including currency and percentage variants) |
| Select | Dropdown with pre-defined options |
| Checkbox | Multi-select options |
| Radio | Single-select options |
| Photo / Camera | Take a photo |
| Barcode Scan | Scan a product barcode using the camera |
| Date | Date picker |
| Sales Order | Add products to a sales order |
Fill in all required fields (marked with *) and tap Submit.
Checking Out
Section titled “Checking Out”Once all required tasks are done:
- On the Visit Progress screen, tap Check Out.
- If any tasks are skipped, a confirmation dialog will appear. You can proceed or go back to complete them.
- The check-out is recorded with your GPS location and timestamp.
Self-Initiated Visits
Section titled “Self-Initiated Visits”If you want to visit an outlet that is not in your assigned list:
- On the Visit List screen, tap the + button.
- Select Self Visit.
- Fill in the visit title, description, outlet (searchable), and optional project.
- Tap Create Visit.
Bulk Route Planning
Section titled “Bulk Route Planning”For multiple unplanned stops, tap Bulk Create to create a route plan with multiple outlets and estimated arrival times.
Visit History
Section titled “Visit History”Tap the History icon on the Visit List screen to view all past visits. Filter by:
- Status: All / Completed / Checked Out / Cancelled
- Date range (from / to)
Nearby Outlets
Section titled “Nearby Outlets”Tap Self Visit → the map view shows all outlets sorted by distance from your current GPS position. Tap any outlet to start a self-initiated visit.