On the mobile app, a visit runs as start → tasks → order → end. Every step works offline. Your saves queue on the device and sync when coverage returns, so you complete the visit the same way with or without a network at the outlet. To work a visit from a browser instead, see Visits and the field day.
Prerequisites
- The xMatix mobile app, signed in, with a visit plan for today that includes the outlet. The plan must be assigned to you.
- If your organization gates the app behind attendance, check in for the day first. See Attendance.
- If your organization requires a device location to start or end visits, allow the app to use your location.
Procedure
Step 1 — Open today's plan and start it
Open Visit Plans. Today's plan is the large card under Current. Tap it, or tap Continue, to open the agenda. Check that the plan date is today and that the outlet is listed. The agenda shows your stops as a timeline or a map, in the Planned, Optimized or Mostly Followed order.
If the plan hasn't been started yet, select Start plan. Until you do, every visit on it shows Start the visit plan to enable this visit.
Step 2 — Start the visit at the outlet
Open the visit for the outlet you are at and check the account name and address. Before you start, Get Directions opens the map app with the route to the outlet.
Tap Start Visit. If the app has already prepared order lines for this outlet, the button says how many, for example Start visit with 3 lines pre-filled. The app saves the start and your location, and you see Visit started. The status becomes Started, and the server stamps the start time on your organization's clock.
If you are further from the outlet than its check-in zone, the app shows You're … from the store and the button reads Start Visit anyway. You can still start. The visit is then saved as started off-site, and you see Visit started (off-site).
If your organization requires a location and the phone can't provide one, you see Your location is required to start a visit. Allow location access, move to where the phone gets a fix, and try again.
Some visits ask you to accept them first. They show Reject and Accept & Start instead of Start Visit. Reject asks Reject visit? and closes the visit with the reason Rejected by rep.
Step 3 — Work the tasks and checklists
The Visit Tasks tab lists the work expected at this outlet as task cards, with mandatory activities marked. The work can include checklists, photos, a signature, stock checks or payment collection. For each activity:
- Open it and read its prompt.
- Capture what it asks for.
- Tap its completion action.
- Back on the list, check that it now shows as done.
Photos and signatures attach to the activity. Each completion queues in the outbox if you are offline, so a pending-sync marker is fine, but an activity that is still open is not. To leave a note on the visit, use the note (pencil) button at the bottom of the screen.
Step 4 — Take the order
Open the Take Order activity. It opens the catalogue with the customer's prices. Add the items, check the quantities, price, discount and total, and confirm only after the customer agrees. Back on the visit, check that the activity shows the order.
The catalogue and price data are already on your device, so ordering works without a network. The order is created against the visit and shows as queued until coverage returns. The first order you take is also stored on the visit itself.
Step 5 — End the visit with an outcome
Before you tap End Visit, check the task list for unfinished mandatory work. The sheet How did the visit go? offers three outcomes:
- Productive — "Visit done, order captured".
- Non-productive — "On site, but couldn't sell".
- Cancelled — "Didn't happen — pick a reason".
Non-productive and Cancelled need a reason. Pick Store closed, Owner away or Other, add a note, or both.
Productive stays blocked while a mandatory activity is pending. The sheet says Complete … mandatory activity to end this visit, or mark it Non-productive / Cancelled.
Tap End Visit on the sheet to confirm, or Keep visit open to go back. You see Visit completed and return to the plan's agenda. If your organization requires a location to end visits and the phone has none, you see Your location is required to end a visit.
Whatever you choose, the visit's status becomes Completed and its end time is stamped. The outcome is kept in the reason fields: a non-productive reason, a cancellation reason, or neither for Productive.
Expected result
The visit is closed once, with a start time, an end time, an outcome and all captured activities linked to the right outlet. Anything saved offline stays in the device outbox and changes from pending to sent when coverage returns. The back office then sees the same visit, outcome and linked records.
Common problems
"Start the visit plan to enable this visit."
The plan hasn't been started. Open the plan and select Start plan. If the plan is paused, resume it. Once a plan has ended, its visits can't be started.
"Assigned to another resource"
The plan is assigned to someone else, so you can't start or end its visits. Ask your supervisor to reassign the plan to you.
I can't start or end the visit: "Your location is required…"
Your organization requires a device location for this step. Step outside or wait for a position fix, check that the app has location permission, and retry.
Productive is greyed out
A mandatory activity is still pending. Finish it, or end the visit as Non-productive or Cancelled with a reason.
The office can't see my order yet
It is still queued. Check the pending-changes screen. Each item shows as waiting, sent, or failed with the reason attached.
Common questions
Can I complete visits in a different order than planned?
Yes. The order on the agenda is guidance, and you can open any visit on the plan. You can also drag stops into a new order on the Planned timeline, if your organization allows it. The app also learns the order you actually follow and offers it back as the Mostly Followed sequence.
What if the outlet is closed when I arrive?
Start the visit, then end it as Non-productive or Cancelled with the reason Store closed. That takes seconds, and the recorded reason keeps coverage reporting accurate. For an outlet you didn't reach at all, use Carry to tomorrow on the plan's day-end screen.
Can I pause a visit?
Not from the visit itself. If your organization switches on plan pausing, Pause plan on the agenda pauses the plan and the visit that is running. The visit then shows Visit paused with Resume Visit and End Visit. Resuming keeps the original start time.
Do I lose anything if my battery dies mid-visit?
Completed saves are already in the device outbox and survive a restart. You have to enter again anything you hadn't saved yet, such as an unconfirmed cart or an unfinished checklist. See How offline-first mobile works.