1 · Plan
Turn a store list into a practical route
Import stores, choose working days and daily capacity, then build a multi-day plan your team can actually follow.
Built for field merchandising operations
Plan the territory.See the work clearly.
Territory Pilot gives managers control over routes, assignments and reporting while giving reps a focused app for the work in front of them.
Manager-controlled workflows No continuous live tracking Invite-only team access
Activity, not surveillance
Heatmaps are built from submitted store visits—not a rep's live location.
Product walkthrough
One connected flow from plan to proof
The web console and iPhone app share the same teams, stores, routes and submitted visit records.
2 · Assign
Managers set the plan. Reps keep enough flexibility.
Assign one active route per rep, move stores when plans change, and keep ownership clear across the full contract.
3 · Visit
Capture the work while it is fresh
Log outcomes, notes, checklist answers and visit photos from the store. Drafts survive interruptions and reconnect safely.
4 · Review
See coverage, gaps and submitted activity
Managers review completed visits, supporting photos and visit-based heatmaps from the web operations console.
For managers and owners
Control the operating model
- Create and assign reusable multi-day routes
- Set team checklists and visit requirements
- Review submitted visits, notes and photos
- Track coverage with visit-based heatmaps
For field representatives
Keep the day simple
- One clear active route instead of competing plans
- Fast access to assigned stores and directions
- Safe drafts when connectivity is unreliable
- Simple visit forms designed for one-handed use
Practical reporting
Know what happened at the store
Territory Pilot turns submitted fieldwork into records a manager can review, filter and act on.
Photo evidence
Attach visit photos to the submitted record.
Consistent forms
Use team checklists for repeatable reporting.
Visit heatmaps
See store coverage from completed visits.
Scoped access
Managers control teams, assignments and visibility.
Give the field one clear operating system
Start the manager workspace, invite your team and give every rep a focused route they can return to day after day.