Supporting Documentation & Communication

ASSIGNMENT INFORMATION

Make Relevant Information Accessible in One Click

• Staff can access important assignment information directly from their dashboard
• Share instructions of the work to be completed, location etc
• Add location specific tips, such as contact names and notes

PROJECT AND LOCATION MATERIALS

Empower Staff for Better Execution

• Easily share information with the field about the work to be done for a specific project.
• Give better instructions to your staff by sharing videos, photos, planograms and more
• Avoid confusion by easily associating location-specific project instructions with the right stores
• Share store specific material, such as store layout, across all projects.
• Use bulk uploads or Materials API to seamlessly integrate supporting documentation into your projects

CONNECTED DATA

Display Key Data Within Tasks and Surveys

• Import key data into surveys and help field teams make better decisions
• Validate reps' answers against existing data points
• Pre-populate answers so reps can easily validate or correct existing information
• Arm your field teams with relevant data so that they can better communicate with store managers and employees
• Example of embedded data: Inventory status, revenue, store CRM, Planogram, weather data