Field Visit Solutions


We provide a range of automation solutions tailored for field services, aimed at facilitating FSM, field sales staff, field audit & inspection, and more. Our FSM solution is a user-friendly tool that streamlines the management of field employees from a centralized location, by enabling the assignment and scheduling of tasks to field workers, and providing real-time notifications and status tracking. Additionally, the solution allows field workers to submit real-time reports from the field.

Field Service Management

Providing installation, support, and maintenance for remote field locations.

Use Case: Field merchandising, Store Audits and compliance, Marketing Intelligence Research.

  • Raise Service Request.
  • Assign Service Request to concerned field agent.
  • Relevant data to field agent – service location, contact details
  • Review and Analysis: note down in detail about the problem,
    issues, take picture (machine, parts, service photo etc.).
  • Sign Off: Take Signature for closing of service request or
    making further visit.
  • Order Parts: Flexibility to create product or parts replacement request – can be integrated with back backend system for final processing.
  •  Electronic Stamping: Time Stamping and Auto Geotagging of
    all the request for audits on visit at any later point of time.


  • Easy to use UI:
  • Real time Status updates.
  • QR Code.
  • Eliminate Paperwork.
  • Set Priority.
  • Ability to Product/Parts request.


  • REST API based third party.
  • ERP (Dynamics, SAP) – Pickup Equipment from and place
    part replacements.
  • QR Code.

Field Sales Visit Management

Managing, Scheduling, and Monitoring Field Sales Reps Activities in Real-Time.

Use Case: Field merchandising, Store Audits and compliance, Marketing Intelligence Research.


  • On-Shelf Availability.
  • Order & Returns.
  • Competitor price & promotions.
  • In-store customer surveys.
  • KPI – Dashboards & Analytic Reports.


  • Increase Field Reps Productivity.
  • Prevent Fraud.
  • Eliminate Paperwork.
  • Boost RevenueAbility to Product/Parts request.

Store Audit

  • Product Pricing & placement.
  • Compliance.
  • Field Merchandising.


  • Assign territories.
  • Real-time field activities.
  • Field Rep timesheets.

Field Visit Solution for Insurance and Claims

Capture fields data for Insurance & Claims.

Use Case: Financial Insurance Services (Auto Insurance, Medical Insurance etc.)

  • Policyholder on-boarding in real time – capture required data
    for each scenario.
  • Automate task-led business process – renewal/escalation for
    medical underwriting.
  • Manage Claims – app for customer to answer question, capture & attach images (e.g. accident claims).
  • Capture Fields Data for Auto accidents claims process.
  • Capture & Upload real time photos, geotagging & time stamping, capture electronic signature from using the mobile device.
  • Back End Admin Panel: On Web/Microsoft Teams, Power BI Dashboard.


  • Easy to use UI:
  • Real time Status updates.
  • Eliminate Paperwork.
  • Workflow Based Approvals
  • Set Priority.
  • Integration with CRM and ERP (MS Dynamics).
  • Cost Saving – Replace Handheld Devices with Existing Mobile.


  • REST API based third party.
  • ERP (Dynamics, SAP).
  • QR Code.

COMM-IT, A Full-Service IT Solutions Company Can Help You Get Started

As providers of cutting-edge IT solutions, we have the ability to revolutionize the way you conduct your business. Drawing from numerous success stories with clients from diverse industry verticals, you can benefit from our experience and utilize our pre-built solutions, rather than starting from scratch.

Interested in seeing a demo?

Field Visit Clients

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