Features · Field visits
Field visits with check-in, check-out and a daily route
Reps check in when they reach a customer and check out when they leave. LumaKol reads the location once at each moment, compares it with the lead’s address and puts every stop on the day’s route.
14-day free trial, then paid plans from ₹399$9 per calling seat per month. Pricing
At a glance- 01No background location
- 02Distance from the lead
- 03Route per person per day
What it does
What a visit records
A visit belongs to a lead. At check-in the phone or browser shares its location once, with a purpose, a note and, if the rep likes, a photo; at check-out the rep writes the result. The visit goes on the lead’s timeline with how long they stayed and how far the check-in was from the lead’s saved location: “At the location” within 200 metres, otherwise the distance.
The Field visits page lists every check-in day by day, each person’s stops in order, the straight-line distance between stops and “Open route in Google Maps”. Totals show visits, average stay, how many were at the location and how many people were in the field. In the app, More → Work → Visits shows each day’s visits with their times, distance, purpose, outcome and photo, and managers can pick a teammate or everyone.
Check-in at the lead
Location read once, with a purpose, a note and an optional photo. An open visit elsewhere is closed first.
Distance from the address
“At the location” within 200 metres of the lead’s saved location, or the distance away.
Save the customer’s location
A lead without a location can save the spot at the first check-in, if the phone’s fix is accurate to 150 metres.
Route in Google Maps
Each person’s stops for a day, in order, with straight-line distances and a link to the route.
Scoped by role
Agents see their own visits, team leads their team’s, owners and admins everyone’s.
Visits on the phone
More → Work → Visits in the app lists each day’s check-ins with times, distance and photos; managers pick a teammate or everyone.
How it works
How to log a visit
In the app or a browser, with location allowed.
- 1
Open the lead
Find the customer in Leads or from a follow-up. If the lead has no saved location, you can save the spot when you check in.
- 2
Check in
Tap Check in and allow location once. Add the purpose of the visit, a note and, if you like, a photo.
- 3
Check out
Tap Check out and write how it went: an order, the next step, or why it did not happen.
- 4
Review the day
Open Field visits on the web to see stops, time spent, distances and the route in Google Maps, or More → Work → Visits in the app.
Who it’s for
Who it’s for
Site visits
Real estate and solar teams where a call books a visit and the visit closes the sale.
B2B and distribution reps
Reps visiting shops, clinics and offices who need proof of each visit.
Managers of field teams
Managers who want a daily route per person without tracking anyone between visits.
What is not tracked
- Location is read only at check-in and check-out. Never in the background, never between visits.
- A visit takes one photo, saved to the rep’s own Google Drive, so Google Drive has to be connected first; without it the visit is still saved, just without the photo.
- Distances between stops are straight lines, not road distances.
Questions
More answers on the FAQ page.
Does LumaKol track location all day?
No. Only at check-in and check-out at a lead, plus the day’s attendance check-in if your workspace asks for a location.
Can I add a photo to a visit?
Yes, one per visit, at check-in or check-out. It is saved to your own Google Drive, so connect Google Drive first; without it the visit is still saved, just without the photo. Your manager sees the photo with the visit.
What if the lead has no saved location?
The visit shows “No saved location” and still counts. You can save the spot as the lead’s location on your first check-in.
Does it need the app?
No. Check-in and check-out work in the app and in the browser with location allowed.
Is it on every plan?
Yes, field visits are in every plan. LumaKol has a 14-day free trial, then paid plans from ₹399$9 per calling seat per month.
Learn more
Related features, step-by-step guides and articles.
- ProductField sales app
- ProductAttendance
- ProductApp permissions
- GuideTrack field visits with check-in and check-out
- ArticleHow real estate teams follow up every enquiry, from portal lead to site visit to booking
- ArticleSend a GST quote during the call: online acceptance and UPI payment to your own account
Record visits on the lead, not in a group chat
14-day free trial, then paid plans from ₹399$9 per calling seat per month.
- No card needed
- Up to 3 non-calling admins free
- Calls from your own SIM