How to Conduct a Visit Using the FranConnect Field Ops Mobile App

1 min read

Schedule, conduct and complete location visits from your phone with the FranConnect Field Ops mobile app — and raise follow-up tasks against individual questions while you're still on site.

Before you begin

Visits require the FranConnect Field Ops app — the regular FranConnect app won't work. Download it for iPhone or Android.

Step-by-Step Instructions

Follow these steps to conduct a Visit Using the FranConnect Field Ops Mobile App

Create a visit

Log into the Field Ops app and tap + at the top-right of the screen.

Field Ops app home screen with the plus button at the top right

Fig 1 — Tap + to create a visit.

Complete the form that opens. You can schedule the visit for later, or create it and start it immediately.

Create visit form in the Field Ops app

Fig 2 — The create-visit form.

Visits page showing the newly created visit

Fig 3 — The new visit on the Visits page.

Note

You're returned to the Visits page once the visit is created — unless you chose to start it immediately, in which case the visit opens straight away.

Start the visit

Tap the menu button at the top-left of the screen and select Visits.

Visits option on the Field Ops app menu

Fig 4 — Select Visits.

Tap the menu button next to the visit you want and tap Start Visit.

Start Visit option on a scheduled visit

Fig 5 — Tap Start Visit.

Conduct and complete the visit

The visit opens and you can conduct it exactly as you would on the web. When you've finished filling out the forms, tap Complete.

Visit form open in the Field Ops app

Fig 6 — Work through the visit form.

Complete button at the end of the visit form

Fig 7 — Tap Complete to finish the visit.

Assign a task against a question during the visit

You can link a task to a question during runtime, so the Question, Tab and Section travel with the task into summaries, reports and notification emails. Work through the visit form to the question you want, then tap ADD TASK on that question.

Visits option on the Field Ops menu

Fig 8 — ☰ › Visits.

Start Visit on the visit you want

Fig 9 — Start the visit.

ADD TASK button on a question within the visit form

Fig 10 — ADD TASK on the question.

Enter the task details — Assign To, Due Date, Priority and Task Status are required. The question is already linked, so there's nothing to select.

Task details form with the question already linked

Fig 11 — The task is saved against that question, carrying its tab and section; the visit is marked non-compliant.

Two rules that apply throughout

The Question field is always optional — a task created without one behaves exactly as it always has. And a single question can carry as many tasks as you need, whether its response was compliant or non-compliant. The same capability is available in Field Ops on the web.

Add a task afterwards from the Tasks tab

Follow-up tasks don't always surface during the visit, and may be logged by someone who didn't conduct it. In that case create the task from the Tasks tab and link it back to the visit and question — it behaves exactly like a task raised from the Visit tab.

Tasks option on the Field Ops app menu

Fig 12 — ☰ › Tasks.

Plus icon to create a task on the Tasks tab

Fig 13 — Tap + to create a task.

Choose the location in the franchise field, set Link To Visit to Yes, open the Question field and select the question, then tap CREATE.

Task creation form with Link To Visit set to Yes and a question selected

Fig 14 — The task appears in the TASKS list with the question shown in the QUESTION NAME column.

Tasks as a review surface

The QUESTION NAME column shows every task across all visits, making it easy to spot which questions are generating the most follow-up work.

Pull a visit summary

For a quick read of how a visit went without scrolling the whole form, open the app, tap Visits, tap the three-dot (⋮) menu against the visit and select the option you want.

Three-dot menu on a visit showing the summary options

Fig 15 — The ⋮ menu on a visit.

Option	What it does
Visit Summary	Opens the summary in the app, so you can review the outcome without opening the complete visit form
Visit Summary as PDF	Generates the same summary as a PDF you can download, share with the franchisee or keep as a record