Check in
Clock in at the plan start branch before field work
Sales and drivers clock in at the plan start branch before they start field work. The app does not block browsing Home, Plan, or Customers without check-in, but create-customer, customer visit check-in, sales documents, and payments stay disabled until you are on duty.
Before you clock in
You need today's plan with a start branch. If there is no plan, Clock In is unavailable and the screen explains there is no plan for today. An operator must create or generate the plan on the web.
Clock in and out
- From Home, tap Check in now if you see You have not checked in, or open the check-in screen.
- Confirm your location on the map (OpenStreetMap). Use recenter if needed.
- Tap Clock In Now. The app sends GPS coordinates for the plan start branch.
- While on duty, the app records location footprints in the background (the interval comes from company GPS settings).
- Tap Clock Out when the shift ends. Tracking stops.
The screen shows your name, date, coordinates, and clock-in / clock-out times.
A circle on the map is a visual guide. The Clock In button is enabled when a plan exists and you are not already checked in — it is not blocked by standing outside that circle.
After check-in
While branch attendance is open:
- You can create a customer
- You can check in to a customer on a visit
- Sales actions (request, order, payment) also need a customer visit check-in for that customer
If GPS moves too far from a customer visit, Home can show a checkout warning so you can check out of the visit.
Coming soon
- Check-in by NFC or QR (the screen always uses GPS)
- Enforcing the check-in radius before Clock In is enabled