Check-in

Checking in to a visit records where you are in relation to the outlet. That is especially useful when the site does not have a conventional address or when compliance requires proof of attendance.

To check in to a visit

• Open the home screen or the visits tab.
• Tap a visit.
• Tap Check In.
• If prompted, grant location permission to Field.

Check-in and geofencing

Visit check-in can be constrained with geofencing JSON. Rules combine the device location, the account location, and a radius. Higher strictness can require you to be on site before tasks unlock, or can allow check-in with a warning when you are outside the radius.

Setting	Behaviour
No geofencing	You can check in from any location and access visit tasks without a location check.
Soft geofencing	You can check in outside the radius; the visit may be flagged as not checked in on site. After acknowledging the warning you can open tasks.
Hard geofencing	You must be within the allowed radius to check in, and tasks stay locked until a valid check-in.

Visit detail logging

Locations can be stored for visit start/end and task start/end when enabled in mobile configuration. Those coordinates are written to the visit and task records for reporting and compliance.