Platform
Customer visit management software for sites and field stops
Customer visit management software treats a stop at a customer or site as operational work: planned, in progress, or completed, attached to the employee who went. Timenox 360 supports customer visits and site visits as field activities. Visits sit with live field visibility, tasks, calendar, and—where used—orders and collections. They are not CRM pipeline stages and not a replacement for a full ERP.
Field visits
Employee · visit · site or customer · status
- Alex MorganSite visitProject Site AIn progress
- Jordan LeeCustomer visitHarbor outletCompleted
- Taylor SmithSite visitService locationScheduled
Stops that only exist as messages
When “I am at the dealer” or “finished the site” lives only in a group chat, operations cannot see which visits were planned, which were skipped, or who is still on site. End-of-day lists written from memory miss the sequence of the day. Visit management exists so the stop is a record in the same system as attendance and tasks.
What visit management covers
Field employees carry out customer visits and site visits through the mobile app. Operations reviews visit activity in the web app. A customer visit is work at a customer location. A site visit is work at an operational site that may not be a customer record—facilities, delivery points, and similar stops. Status stays with the employee and the location context of the field day.
How visits run as field work
- 01The organization sets up the field workforce and the visits or sites the team works against.
- 02Planned visits appear with other assigned work on the field calendar.
- 03The employee travels and carries out the customer or site visit in the mobile app.
- 04Visit activity is visible with live field location as geographic context, not as a standalone tracker.
- 05Related tasks, and orders or collections where used, stay attached to the same operational activity.
- 06Operations reviews completed and in-progress visits instead of reconstructing stops from chat.
Capabilities
Customer visits
Represent work performed at customer locations and keep it connected to the employee in the field.
Site visits
Represent work at operational sites that may not be customer records—useful for facilities, logistics, and similar teams.
Calendar placement
Planned visits sit on the field calendar so the day has a schedule operations can see.
Location context
Visits are meant to be read with live field visibility so geography and work stay together.
Commercial capture where used
Orders and collections can be recorded during field activity without turning visits into an ERP module.
Who runs visits in Timenox 360
Field sales and distribution teams, facility and maintenance crews, delivery and site teams, and retail field staff who spend the day at other people’s locations. Administrators plan and review; employees execute on the phone.
Visits across platform and solutions
This page is the product capability. The customer visits solution page starts from missed or unverifiable stops. Industries such as field sales, facility services, and retail field operations describe visit-heavy workflows. Tasks and calendar sit beside visits in the same day.
FAQ
Questions
What is the difference between a customer visit and a site visit?
A customer visit is work at a customer location. A site visit is work at an operational site that may not be stored as a customer record. Both are field activities in Timenox 360.
Is visit management a CRM?
No. Timenox 360 records and coordinates field visits as operational work. It is not a sales CRM or marketing automation product.
Can visits include orders?
Where field commercial workflows are used, employees can record orders and collections alongside visit activity. That is recording, not ERP fulfillment.
Who creates visits?
Organizations manage field operations in the web app. Field employees execute visits on the mobile app after they are provisioned. Exact create-versus-assign patterns are an operational choice inside the product.
Keep customer and site visits as records, not recaps.
Start a trial to evaluate visit workflows, or talk with us about how stops are confirmed today.