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🤔 Our head office manages supervisors overseeing multiple franchises.
Supervisors frequently visit franchise locations for operational checks, spending little time in the office. Before a trip, they must submit plans, and afterward, detailed reports. However, using email or paper forms makes collecting and organizing these reports a hassle.
Is there a more efficient way to manage field reports?
🙆♀️ Looking for an easy way to handle supervisor field reports? Shopl has you covered.
Shopl’s reporting feature digitizes your existing trip plans and report templates, allowing supervisors to quickly fill them out and submit via mobile.
Streamline your document management and save time gathering reports—all with Shopl! 🚀
With Shopl’s reporting feature, you can seamlessly transform your current trip plans and report forms into digital templates.
Customize your forms with checkboxes, multiple-choice fields, and text inputs. Once saved as templates, supervisors can easily complete them before and after each field visit.
Supervisors can quickly complete pre-trip plans and post-trip reports directly from their mobile devices.
Once a report is submitted, it’s instantly saved in the system—no need to send separate emails to managers.
If supporting documents are required, supervisors can easily attach images directly from their mobile gallery or upload files, ensuring field activities are systematically documented.
Managers can view submitted reports in real-time using the Shopl App or dashboard.
Reports are categorized by status (e.g., under review, approved), ensuring nothing gets overlooked. You can also filter reports by date range, download them in Excel format, and streamline your documentation process.
For follow-ups or additional details, the comment feature enables instant communication. Managers can leave comments on reports and even attach photos or files, making collaboration seamless and efficient. 🚀
Streamline supervisor travel management with Shopl's Report Feature. Digitize existing forms for seamless creation, submission, and tracking—all in one place. Save time managing travel reports and boost efficiency with structured documentation.
