We like our internal lingo here at Skynamo. If you have ever dealt with the support team, you would have heard terms such as "Keepers", "Visits", "Syncing" and of course, "Frequencies".
This can create a bit of confusion, especially if the names and concepts are closely related. So here's a breakdown of Tasks, Scheduled Visits, and Visit Frequencies.
Let's start with the simplest concept: Tasks. If we have to simplify tasks into something everyone is familiar with, it would most closely resemble a "reminder" on your calendar.
Tasks can be added by either Insights or Field users. It shows up on the Field user's calendar and can be marked as "complete" just by ticking the checkbox.
Tasks are great for setting reminders to users to do certain things (i.e. fill in a survey, remember to call etc.).
Scheduled Visits are one of the two ways we can measure call cycle compliance. A fixed Call Cycle can be specified by stating e.g.: Customer XYZ Needs to be visited on the 10th of July 2018.
Scheduled Visits can only be added by the Insights user. They can either be added from the calendar, individual customer’s profile or from an import.
The scheduled visit will then show on the Field user's calendar. The only way to remove the entry, is to log a visit at the respective customer. A report is then also populated, indicating the overall call cycle compliance percentages.
Scheduled Visits are useful for customers that have to be visited regularly, on specific days. The drawbacks though, are that call cycles do require some maintenance (i.e. accounting for leave days and public holidays) and are quite rigid.
Visit frequencies is the second way Skynamo uses to measure call cycle compliance. Visit frequencies uses the concept of "weeks between visits" to determine how often customers should be serviced.
Visit frequencies can be edited by the Insights user, or it can be configured to be edited from the Field application.
Visit frequencies allow a little more flexibility in terms of call cycle management, and still delivers a powerful report, as well as a filter for Field users to see which customers need to be visited in the current and upcoming weeks, and also which visits they have missed.
Have a look at our "How To" pages and training material for more details on how exactly to implement each of these features.