How does Checkmob work?
Checkmob was developed to be flexible and easy to use, simplifying and reducing the time required for implementation and training.
With its intuitive web platform and customizable team app, the software allows managers to organize their operations, delegate tasks, monitor work, and measure the results achieved by field teams.
Visually organize your customer portfolio
Create customer portfolios, territories, teams, and checklist templates to be completed at each visit. Program and correctly distribute planned activities according to your strategy.
Geolocated customer
map
With geographical customer visualization, you can identify deficiencies in portfolio coverage and customer activation by the field team, as well as facilitate the planning of the company's operations according to the desired region.
Customer portfolio and segmentation
Customer portfolio by team
Create customer groups for each team or individual, granting access only to the necessary information.
Personalized segmentation
Categorize your customers in a personalized way, creating segmented strategies by customer profile.
Customer registration change control
Keep your customer base always updated and secure, maintaining individualized "logs" for each update.
Organize your
work teams
Create teams by activity type, geographical region, client type, or client portfolio. Organize schedules and keep your information secure by granting access only to what each person needs.
Team Creation
Workday Management
Access Profiles
Plan activities to be performed
Scheduled Activities (Work Orders)
Create and assign activities to be performed for your clients, with all the details for successful execution. Work by prior appointment or "just-in-time" demand, according to your needs.
Custom Checklists
Create specific and comprehensive forms for each type of activity performed, such as: visit reports, task checklists, quality inspections, service evaluations, etc.
Key features
◆ Optional or mandatory questions
◆ Multiple response types
◆ Photos or observations per alternative
◆ Dynamic checklists with deviations based on response
Monitor and manage field execution
With secure "check-in" and "check-out," you can monitor your entire operation remotely. New activities can be created on the fly, with managers receiving updates as work is completed.
Operations Map
Monitor your team's status, client information, and planned daily activities all on a single screen, enabling quick course correction if needed.
Project the map onto a TV and allow your entire team to follow the operation.
Visit Management
Know what's happening in the field securely. With features like geolocated check-in and check-out with photos, on-screen signatures, visit maps, and other resources, you will be in control of your operation.
Secure Check-in and Check-out
Ensure the information is correct: start time, duration, and end time, per visit. Require real-time photos, customize the check-in radius per customer, block time changes, etc.
On-screen Signature
With on-screen customer signatures, your company is protected against future disputes.
Visit Map
Know where your field sales reps are, track which activities are being performed, and identify which customers have not yet been visited.
Evaluate the results of the work performed
Track everything from the details of a visit to a key client to the most strategic metric of your operation. Get the information you need, when you need it.
Transform your operational data into business metrics
Report, Chart, and Metric Builder
Create multiple metrics and reports from the database generated by your operations and gain powerful insights for decision-making.
Custom Dashboards
Consolidate your metrics into custom dashboards, visualizing your information in a unified way, and even share them with your team.
Export Reports to Excel
If you can't live without a good pivot table, no problem—simply export your data to Excel with ease.
Conversion Map
Imagine visualizing all your customers on a map, color-coded by visited/converted and not visited/not converted, with the ability to apply multiple filters by customer type, portfolio, location, etc. Yes, we do.
Gain the security that brings peace of mind
With anti-fraud solutions, managers can trust the information they receive, fostering a relationship of greater trust between management and the team. These solutions include:
Anti-fraud geolocation
Blocking the use of "fake GPS" apps, the option to require a photo at each check-in, and a customizable allowed check-in radius per client.
Access levels and permissions
Create and assign permissions and access levels to each employee, so that each one only has access to what is defined by the company.
Blocking image gallery usage
By blocking the use of the image gallery, we ensure that photos required in checklists and other features are actually taken at the time of response, preventing the use of "last week's" photos.
Blocking date and time editing
Blocking manual date and time usage and assigning a standard time zone for each user, according to their location.
User sharing prevention
Prevent employees from sharing their access with third parties, losing traceability of who actually performed a specific task.
Frequently asked questions
Yes. Checkmob has a single app, available for both Android and iOS, allowing your team to perform field activities, record data, and track tasks directly from their mobile phone or tablet. This ensures that all users, regardless of their operating system, have access to features, improvements, and updates simultaneously, maintaining a consistent experience for the entire field team.
Yes. Once the field user is logged into the app, it's possible to view all information and enter data offline. The information will be synchronized with the web and updated upon the next connection to Wi-Fi or mobile data. Additionally, the manager can view the timestamps of completed activities and when this information was sent in the history.
Implementation takes place within a 15-day period, and our team will assist you throughout the entire process. After implementation, you will have our support whenever you need it.
Our support channels are: phone, online chat, email, and WhatsApp. Service hours are from 9 AM to 6 PM, Monday to Friday.
Yes. There are hundreds of parameters that can be customized, and with the help of our specialists, your account will be synchronized with your company's needs.
Yes. Checkmob allows integrations via open API, Webhooks, and Zapier, enabling integration with over 5,000 software applications.
The amount charged for using the platform can be paid monthly, semi-annually, or annually, depending on the agreement made during negotiation. A minimum of 5 user licenses can be contracted, and payments are made via bank slip or credit card.