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.
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.