Schedule & Visits
Plan, track, and optimize your field visits with SmartCRM's powerful scheduling and visit management features.
Planning Visits
Create visits by selecting a client or company, choosing date and time, setting visit purpose, and assigning to a team member. Add notes about visit objectives and preparation needed. Set reminders to never miss an appointment.
Calendar Management
View all visits in day, week, or month view. Color-coded entries show visit status at a glance. Drag and drop to reschedule visits. Filter calendar by team member, client, or visit type.
Visit Status Tracking
Track visit lifecycle from Scheduled → In Progress → Completed → Cancelled. Mobile app allows field teams to update status in real-time. Completed visits automatically generate follow-up reminders.
Recurring Visits
Set up recurring visits for regular client meetings or service appointments. Choose frequency (daily, weekly, monthly) and end date. System automatically creates future visits and sends reminders.
Visit Reports
After each visit, add detailed notes, outcomes, next steps, and upload photos or documents. These reports become part of client history and help team members stay informed about client interactions.