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My Teams Tours

Overview​

My Team's Tours gives managers and team leads visibility into the field activities of their reports. It aggregates tour status, check‑in/check‑out times, dispositions, and visit notes so you can monitor coverage and follow up on high‑priority accounts.

Main capabilities​

  • Team calendar: See scheduled tours for your team members and identify coverage gaps.
  • Live status: Monitor active check‑ins, locations, and time on site in near real‑time (subject to device reporting frequency and privacy settings).
  • Review visits: Open any team member's visit to see the party ledger, invoices, payments and the disposition and remarks recorded at checkout.
  • Assign and reassign: Managers can assign pending visits or reassign visits between team members to balance workload.
  • Reporting: Export or view aggregated reports showing number of visits, average visit duration, common dispositions, and follow‑up backlog.

Best practices for managers​

  • Monitor live status to ensure safety and verify scheduled routes are being followed.
  • Use dispositions and remarks to prioritize follow‑ups and to escalate critical issues to support or finance teams.
  • Encourage field staff to keep party contact and coordinates updated to improve routing and reporting accuracy.

Permissions: access to My Team's Tours is controlled by role and team membership — check your tenant's permission settings if items are missing.