Visit Verification

Visit tracking that verifies your reps were really there

Every field manager has wondered it at least once: did that visit actually happen? Self-reported visit logs can't answer, because the person reporting is the person being asked.

Ruxia verifies visits at the moment they happen. Arrival is checked against the location's geofence and recorded pass or fail. Photos prove presence where you require them. Lateness, overdue, and no-show states are computed automatically. The question stops being a judgment call, because the evidence is attached to the visit itself.

What a verified visit looks like

A visit in Ruxia starts as a scheduled shift at a place: a store with a geofence radius, an office, or a customer location inside a territory. When the rep arrives, the check-in is evaluated against the fence. Inside passes, outside records as failed, and nothing gets silently rounded up to 'probably fine'.

Where the shift's blueprint requires it, a timestamped check-in photo and check-out photo bracket the visit, each reviewable by a manager. Between them, periodic location checks re-verify presence at the interval you chose.

  • Geofence result recorded pass or fail on every check-in
  • Late flagged automatically past one minute after scheduled start
  • Overdue and no-show states computed without manager effort
  • Check-in and check-out photos where required, manager reviewable
  • Location checks between arrival and departure, completed or missed

Customer visits with a memory

For B2B and door-to-door teams, visits attach to accounts. Reps drop pins during shifts, and every account keeps its visit history, outcomes, and pipeline stage in a field CRM built around the map.

History is preserved even after a rep leaves the team, so 'who last visited this customer and what happened' is always answerable, not locked in a former employee's notebook.

Review by exception, not by interrogation

Managers see visits in review queues with the evidence inline: geofence result, timing, photos, activities logged. Approve singly or in bulk, and let photo auto-approval clear routine visits entirely.

When a visit fails verification, you know the same day, with specifics, instead of discovering a pattern three weeks into a payroll dispute.

The verification stack

  • Geofenced check-ins: Pass or fail against the location's radius, recorded on every arrival.
  • Photo proof: Timestamped check-in and check-out photos with review workflows and auto-approval.
  • Automatic lateness states: Late past one minute, overdue, and no-show computed by the system, not the manager.
  • Account visit history: Visits, outcomes, and pipeline stages attached to pinned accounts on the map.
  • Review queues: Evidence inline, approvals singly or in bulk, exceptions surfaced automatically.

Frequently asked questions

How do I verify sales rep visits?

Schedule the visit as a shift at a geofenced location. Ruxia records the check-in as pass or fail against the fence, captures photos where required, re-verifies presence during the visit, and computes late and no-show states automatically.

How do I know if my reps visited customers?

Customer visits attach evidence to accounts: the geofenced check-in, timing, photos, and activities logged. Each account keeps its full visit history, so you can answer per customer as well as per rep.

What counts as a failed visit?

A check-in outside the geofence records as failed rather than silently passing. Missed location checks and missing required photos are likewise recorded as what they are, visible on the shift for review.

Can reps log a visit after the fact?

The record is built from what happened at the time: geofence results, timestamps, and photos are captured at the moment of the visit, which is exactly what makes it verification rather than reporting.

How much manager time does review take?

As little as you want. Approvals work singly or in bulk, and configurable photo auto-approval clears routine visits so managers only look at exceptions.

Related

Start your 14-day free trial or see pricing.