Distribute Visits App

Introduction

Use ready to deploy Visits App to automate visits and deliveries without having to spend time building your own app.

Invite users one at a time or in bulk by using either CSV import or API. Once unique links are generated, your app users will be able to install Visits App without having to perform login and immediately start tracking.

Visits app users can perform visits at destinations shown in the app. Each destination in the app can be created either With Trips or Geofences or both. In addition, Visits App supports Geotags where each checkin and checkout triggered by the app user gets delivered to HyperTrack as a geotag.

Distribute Visits App to your app users

HyperTrack provides an Generate invitation links API for you to generate personalized deep links for your user to install Visits App.

Use your own app user unique identifier to generate a unique invitation link payload.

For example, to generate a unique invitation for the user 0053t000007wsZPAAY you create deep link URLs with the following payload:

payload='{
"metadata":
[
{"driver_id": "0053t000007wsZPAAY"}
]
}'

with a result like this:

[
{
"url": "https://hypertrack-logistics.app.link/1peqNytrWab",
"metadata": {"driver_id": "0053t000007wsZPAAY"}}
]

After you obtain the link, you can choose your preferred communication method. You can send this link to your mobile app user via email, SMS, or WhatsApp, for example.

Once your user installs Visits App with https://hypertrack-logistics.app.link/1peqNytrWab URL from above, the user's new device_id becomes automatically associated with the unique user record identifier that is submitted in the payload above.

note

Once the app installs and loads, it will process deep link data from the invitation and connect your user's identifier as primary identity to the device in your HyperTrack account. In some cases, this may take time before screens below are loaded.

Seamlessly onboard app users

Your mobile app user will go through some of the following screens to get started tracking with HyperTrack:


Salesforce Visits App Open   Salesforce Location Access


Once your app user grants location and motion permissions in the app, the app is ready to use.

Tracking during the work day

At the start of work day, your app user is presented with this screen as shown below:


Salesforce Clockin


Once "Clock in" button is pressed, Visits App starts tracking and will track distance from the location where the app user currently is to the first visit destination.

Visits App will only start tracking once your app user starts the work shift. Once the work shift is completed, your app user can stop tracking location for the day.

Create visit notes when checking in

Visits App uses Geotags to create visit notes. Once the app user arrives at the site, "Check in" button is pressed.

This generates a geotag record that can be observed in HyperTrack dashboard.


QuickBooks Add Visit   QuickBooks New Visit


Upon the completion of the customer site visit, your app user can press "Check out" button to mark the completion of the visit.


QuickBooks Checkout   QuickBooks Completed Visits


At the end of the work day, the app user can end the work shift by pressing the "Clock out" button. At this point, the app will stop tracking.

Create geofences for expected visit destinations

Use Geofences API to create expected visits destinations for your Visits App user. Each expected destination will be shown to you app user in Visits App screen.

Every visit destination entry and exit is automatically captured due to destination geofences you previously set up with Geofences API.

Each destination entry and exit can be observed in HyperTrack dashboard

At the same time, once the app user arrives at the site, optionally, "Check in" button is pressed. This generates a geotag record that can be observed in HyperTrack dashboard.


Salesforce Visits   Salesforce Visits   Salesforce Visits


Upon the completion of the site visit, your app user can press "Check out" button to mark the completion of the visit.


Salesforce Visit Checkout


At the end of the work day, app user can end the work shift by pressing the "Clock out" button. At this point, the app will stop tracking.

important

Every visit destination entry and exit is automatically captured due to destination geofences you previously set up with Geofences API. Your app users can run Visits App in the background, and HyperTrack will do the rest to help you automatically see when your users enter and exit visit destination geofences.

Create trips for scheduled visits

Use Trips API to create destinations with scheduled visit times.

Once the trip is created, you generate a share URL that can be used to communicate app user's location and ETA to the customer awaiting at the destination. Visits App will only start tracking once you create a trip for the app user. Once the trip is completed, tracking will stop.

You may create a trip for an app user, for example, 2 hours before scheduled appointment. Once a trip is created, Visits App starts tracking on your app user's device.

important

Every trip created for this user will be shown in the Visit App screen for the day of the scheduled trip.

Questions?

For questions or comments, please do not hesitate to contact us.