GoSpotCheck l Mobile Task Execution App

How It Works

Mobile User Experience

Here, frontline users get a rolled up view of everything they need to do their jobs: their assigned Places, their Activity log of completed assignments, their Dashboard which can link to configured leaderboards or external URLs, and their Settings where they can contact support, pair with Bluetooth devices, turn notifications on and off, and more. They can also see mission assignment Alerts and filter places based on their Data Model to organize their work most efficiently. Our mission dashboard lists one-time, recurring, or pre-scheduled assignments for busy teams with details on when tasks are due.

Mission Availability

Our sophisticated task distribution system uses integrated features like conditional tasks, smart teams and place groups, GPS, mission scheduling and mission availability to power digital task management and get the right task to the right person at the right place at the right time.

Assigned Places + Maps

Using GPS and assigned places where tasks are scheduled for completion, our app provides both List and Map Views. Locations are organized by distance from the user’s current location and include map pins with driving directions to make traveling from one place to the next fast and convenient. This capability is especially helpful for sales reps or regional operations leaders who visit several locations a day. New locations can be added by users directly into the app, which is ideal for business expansion and opportunity scouting missions.

In-App Contact Management

Our lightweight CRM features help reps capture contact information and relationship-building details in the app on the go. This data stays stored at a location level, so if you have rep turnover, important contacts and context are never lost, and data can easily be shared with the next rep automatically. Bonus points: contacts are fully available in offline mode, so you’ll never forget an important name walking into an account with spotty WiFi.

Location History

The history and detail of any missions completed are permanently stored in Location History, which means leaders can always retrieve data about the work that was done, even if the user who completed the task is gone. Valuable institutional knowledge is preserved and automatically passed to the next user completing tasks at that location. Risk is reduced for compliance initiatives and reporting because data retrieval is tied to the location, not the person completing the work. And precise permission controls can grant access to regional leaders to review task completion by any user at that location which is extremely helpful when preparing for a visit or a walk. For large enterprises who lose vital data stored on personal devices, computers, or email when someone leaves, this functionality is invaluable.

Barcode Scanning

Teams use our Barcode Scanner capability to quickly identify items in-market as they complete task responses. Barcode scanning uses the app’s camera to help users find what they’re looking for faster without having to type or hunt for an item in a list. Barcodes can be assigned to products, rooms, and more, and are particularly helpful when users are answering questions on lists with thousands of items.

Photo Capture

Use the Photo Task to capture, compile and analyze images from the field to confirm execution meets brand standards every day. Enable live-photo capture to ensure images are captured and submitted during site visits, then view photos in real-time through the GoSpotCheck Web Dashboard.

Content Sharing

Add reference materials to deliver training and refreshers to help team members maintain SOPs -- on their first day, or their 400th. Use our Content Sharing feature to provide additional context and program details in PDF, Excel, JPG, Video, URL, and other file formats. Attach training materials like planograms, build sheets, cleaning standards and more so that every team member has access to the information they need to be successful.

Offline Mode

Don’t let a bad cell signal slow you down. Use Offline Mode in the GoSpotCheck mobile app when you don’t have WiFi or a cellular data connection. Complete and submit the mission as you normally would, and the next time you’re connected to a network, your mission will be automatically submitted.