OrbitSolutions
Orbit covers the whole loop: plan the visit, prove the visit, capture the data, talk about it and report on it. Built Android-first for the road, with a full web dashboard for managers and admins.
Build the exact form each visit needs: text, ratings, dropdowns, checklists, photos, barcode scans and signatures. Reps fill them offline and everything syncs the moment signal returns; every submission keeps the form version it was answered against.
A day-by-day rota for every rep, team-wide views for managers, and multi-day events with guest lists and attached forms, so the whole operation runs off one calendar.
Forms can unlock only when the rep is genuinely at the store, and each submission records its distance from the store, keeping field reporting honest without micromanaging.
Slack-style channels for announcements, wins and photos from the field, with reactions, mentions and push notifications, so HQ and the road stay one team.
Live dashboards of visits, submissions and coverage by week or month, a QA review workflow for submissions, and one-click Excel/CSV exports for clients.
See every store and rep on one map: coverage analysis, balanced auto-assignment of territories, and optimised visit routes for each rep's patch.
Requests and approvals with configurable approval chains, allowance tracking, and UK & Ireland bank holidays built in, all visible alongside the visit schedule.
Microsoft Entra sign-in, strict per-workspace data isolation, short-lived access-controlled photo links and Azure hosting, with a public privacy policy to match.