Retail Task Management

SURVEY BUILDER

Easily Create Surveys and Tasks

• Easily create surveys with drag and drop survey builder
• Use skip logic to streamline the data capture process, saving users time and ensuring that only relevant data is collected
• Facilitate survey building and cross-project reporting by saving frequently used questions and tasks into your question library
• Organize questions by product type, client, type of work and more with customizable question tags
• Search through existing questions by filtering with tags or using the search bar

GRID QUESTIONS, PRODUCT LIBRARIES

Streamline Data Collection

• Save 20 to 40 minutes per in-store assignment on average with efficient data entry
• Empower your reps to collect data faster using our mobile app or via web browser access
• Keep high level of productivity in low reception areas with offline mode
• Let staff look up pre-populated SKUs or product lists to avoid typing errors and inconsistencies
• Enable faster data collection with grid questions

FULFILLMENT & INVENTORY MANAGEMENT

Don't Let Low Stock Get in the Way of Perfect Execution

• Enable staff with tracking numbers for products, displays, or work material such as instruction guides, planograms, etc.
• Include inventory information in your questions so staff know what to do: 
  • Never leave an assignment incomplete because the product is sitting in the back room. 
  • Avoid over-ordering products by using display of in-transit inventory
  • Automate inventory re-order when product is low
• Take full advantage of your staff to restock shelves on an ongoing basis by sharing fulfillment information based on location. 

ACTION ITEM QUESTIONS

Automate Your Workflows

• Trigger specific actions based upon responses to survey questions
• Automatically reschedule assignments
• Automatically email managers or third-parties with relevant information or request
• Create staff tags to easily collect information such as skill sets, uniform sizes, etc.