The FranConnect Field Opps mobile app makes it easy to conduct and manage visits, helping franchisees and field consultants streamline their interactions and keep track of important details. This guide will walk you through the steps needed to conduct a visit using the app, including setting up the visit, recording observations, and completing required checklists. By following these instructions, you’ll be able to ensure consistent, high-quality visits that enhance franchise performance and support operational goals.
Note: Visits require the FranConnect Field Ops app - you can't use the regular FranConnect app. To download the app on iPhone, click here. To download the app on Android, click here.
Topics
Creating a Visit
To create a visit, first log into the FranConnect Field Ops mobile app. Tap the + at the top-right hand portion of the screen.
You will be taken to the following form:
You can either schedule the visit now or schedule it later. Additionally, you are able to create the visit and start it immediately from here if you choose. Once you have finished creating the visit, you will be taken to the visits page, where you can see your new visit has been created. This will not occur if you chose to start the visit immediately.
In our example, we will assume you have scheduled the visit for a future time.
Conducting a Visit
To conduct a visit, tap the menu button on the top left-hand side of the screen. Select Visits from the ensuing menu.
Tap the menu button next to your visit in question and tap Start Visit.
Your visit will open, and you will be able to conduct it as you would on the web app.
When you are finished filling out the visit forms, click Complete to complete the visit.
Your visit will be completed.
Assigning Tasks per Question within a Visit
You can linked task to question during runtime, so the Question, Tab and Section travel with the task into summaries, reports and notification emails.
The same capability is available in the Field Ops on the web, so a task can be raised against a question while you are still on site. A few rules apply throughout:
- The Question field is always optional. A task created without one behaves exactly as it always has.
- A single question can carry as many tasks as you need, whether its response was compliant or non-compliant.
Steps:
- Log into the FranConnect Field Ops mobile app.
- Tap the menu button on the top left-hand side of the screen and select Visits.
- Tap the menu button next to the visit you want, then tap Start Visit
- Work through the visit form to the question you want to raise a task against, and tap ADD TASK on that question.
- Enter the task details. Assign To, Due Date, Priority and Task Status are required. The question is already linked, so there is nothing to select.
Result: The task is saved against that question, carrying the tab and section it belongs to, and the visit is marked non-compliant.
Adding a Task from the Tasks Tab
Follow-up tasks aren’t always raised during the visit itself, they can surface afterward, or be logged by someone who didn’t conduct the visit. In these cases, create the task from the Tasks tab under Operations and link it back to the relevant visit and question. It behaves exactly like a task raised from the Visit tab: the question still travels with it into summaries, reports, and emails.
The Tasks tab also serves as a review surface. Its QUESTION NAME column shows every task across all visits, making it easy to spot which questions are generating the most follow-up work.
Steps:
- Login in Mobile app, Tap the menu button on the top left-hand side of the screen and select Tasks.
- Click on "+" icon to create Task,
- Choose the location in the franchise field, set Link To Visit to Yes. Open the Question field and select the question. then click CREATE.
The task is saved against that question and appears in the TASKS list with the question shown in the QUESTION NAME column.
Note: The Question field is optional. Leave it blank if the task is not tied to a single question, and the task behaves exactly as it always has. A single question can also carry as many tasks as you need, whether its response was compliant or non-compliant.
Once a visit has been conducted, users often need a quick read of how it went, without scrolling through the entire visit form. The FranConnect mobile app allows a visit summary to be pulled directly from the Visits list, either viewed on screen or generated as a PDF for sharing and record-keeping.
Navigation
Open the FranConnect mobile app > tap Visits > tap the three-dot (⋮) menu against the visit you want > select the required option.
Available Options
- Visit Summary: Opens the summary of the selected visit within the app, letting users review the visit's outcome without opening the complete visit form.
- Visit Summary as PDF: Generates the same summary as a PDF, which can be downloaded and shared with the franchisee or retained as a record.
Conclusion
With the FranConnect Field Ops mobile app, managing visits has never been simpler. By following the steps outlined in this guide, you can effortlessly schedule, conduct, and complete visits while maintaining consistent standards across your franchise locations. This streamlined process ensures that essential observations and checklists are efficiently captured, helping you drive improved performance and operational excellence.