Getting Started with VisitEye [PDF]

Getting Started with VisitEye VisitEye consists of two apps: Ÿ Office App for managers, browser-based, Log In by clicking on button at www.visiteye.com Ÿ VisitEye Mobile App In this tutorial, we will show you how perform a visit on the mobile app, then check the results and perform other basic functions on the office app.

Installing the Mobile App Download VisitEye mobile app for field reps from Google Play or App Store.

Using VisitEye Mobile App Load the app and, using the credentials that have been emailed to you upon signing up at www.visiteye.com , login to the application.

1. Adding Locations

Click + button to add a Location.

© 2016 VisitBasis Tech, LLC

1. Adding Locations (cont.)

Click on New Location . .

You have just created a visit to a new location. Click on the visit to continue.


2. Executing Visits

Click on the CHECK-IN button to start a visit.

Enter notes and photos (and any other information you might want to add in the other fields).

After entering notes and photos, click on check-out & visit rate.


3. Closing Visits

Rate you visit with a check mark then click Save.

Click on the round arrow button or on the Click to Synchronize text on the bottom bar. Wait until VisitEye is fully synchronized: Updated Just Now will show up on the bottom bar to let you know.

You have performed your first visit with VisitEye. Now it is time to go to the Office App and check the results.


VisitEye Office App 1. Log In and Dashboard Using a laptop or desktop PC or Mac, open your preferred browser and load the VisitEye home page located at: http://www.visiteye.com Click on the Log In button to sign into the Office App. Use the same credentials you used to access the VisitEye Mobile App.

You can see yourself on the map! The blue circle will indicate your current location. Once you add more users and schedule visits, click on the user name to see on the map his/her visits scheduled for the day, as well as the user’s current location


2. Viewing the Visit Summary Move to the Schedule tab by clicking on Schedule. The double checkmark means the user has checked-out and rated the visit, and the information has been synchronized. Click on View to open a new window with the Visit Summary.

3. Adding New Users Move to the Users tab. Click on Add User. Fill in the user information (fields marked with * are mandatory), chose a Security Role (field reps will be Mobile Users - mobile app access only), and click on Save. The new user will receive his/her VisitEye credentials via email.


4. Adding and Assigning Locations Move to the Locations tab. Click on Add Location. Fill in the location address information - “Street 1” field is mandatory. Click on Validate Address to confirm the GPS coordinates.

Move to the General window for the location. Fill in Location Code and Location Name, and then click on Assign to select the user or users assigned to this location. Click Save on your user assignment selection and then Save on the Add Location window.


5. Scheduling Visits Move to the Schedule tab. Select a user. Select a date. Click on Add Visits. On the Add Visit window, select the location or locations to be visited on the chosen date. Click on Add Visit.

If the Refresh button pops up, click on it to synchronize the newly added visit information with the mobile users. Visits can be scheduled both on the VisitEye Office and Mobile Apps. Mobile users will only have access to information on locations assigned to them (territory) and

Want more tips? Please drop us a line [email protected]
