Frontline Workforce Scheduling for Retail

Trusted by teams coordinating frontline work.

//Tempo

Tempo for store and field coordination.

Ask Tempo about open shifts, review upcoming store visits and coordinate follow-up with your team. Available records, actions and approvals depend on your setup.

Meet Tempo

Easter endcaps, 6 storesMon 10

Easter promotion moved up to tomorrow: 6 endcap builds late

Automation : Campaign calendar

CreatedMon 10 Mar, 8:30 AM 13h 30mto the stores' close

Assigned to

You

ContextPreparing contextUpdated just now

WorkingStep 1 of 3Step 2 of 3Step 3 of 3

CompleteDone just now

Seed prompt · from the issue

Marketing moved the Easter promotion up two days, to tomorrow, Tue 11 Mar.
Its 6 endcap builds, JOB-4837 at Harbourside among them, are booked for Wed 12, a day late.
The endcap kits reach all 6 stores on today's 11:00 AM truck.

ThinkingChecking which merchandisers have room this afternoon

Thought for 3s

The endcaps need to be up before the stores open tomorrow. Let me see who can build them once kits arrive.

Gathering context

Context generated· 3 sources

Reading the campaign changeTue 11 MarChecking today's merchandisers3 workingChecking the kit deliveries11:00 AM

Lupe and Yusuf each have two price audits this afternoon that can wait until Thursday. Angela is fully booked.

How to do the 6 endcap builds today

last endcap up

A Keep Wednesday's buildsThe endcaps go up a day after the promotion starts Wed 12

B Store teams build them tonightNot trained on the kits · 9 hours not budgeted 10:00 PM

C Lupe and Yusuf, 3 eachUp before it startsTheir 4 price audits move to Thursday 6:30 PM

Recommended planHigh confidence

Do the 6 endcap builds today with Lupe and Yusuf

What happens

1Move the 6 builds to todayLupe and Yusuf, 3 each from 12:00 PM

2Move their 4 price audits to Thursdayno audit deadline this week

3Tell the 6 store managerstheir build times, by email

Edit planStart plan Started at 8:34 AM

Moving the 6 endcap builds to today

6 builds booked from 12:00 PM· Lupe and Yusuf, 3 each

Moving 4 price audits to Thursday

Price audits moved to Thu 13· no deadline missed

Writing to the store managers

Emailed the 6 store managers· their build times

Tempo → Dana WhitfieldContact · Email8:36 AM

Hi Dana, the Easter promotion starts tomorrow. Lupe Cervantes builds your endcaps today at 12:30 PM. Please clear the ends of aisles 3 and 7.

Waiting for Dana

Dana WhitfieldContact → Tempo · Email8:41 AM

Will do. The kits are on the 11:00 AM truck.

All 6 endcap builds land this afternoon, the last done by 6:30 PM, and every store manager knows their time.

Ask a follow-up…Working on the plan…Ask a follow-up…

Ask

Context Comms12

Easter promotion evidence

Task · easter-endcaps-mon10

Plan

i

0 of 31 of 32 of 33 of 3

Waiting on contextDrafting a planProposed · waiting for youStarted 8:34 AM

Endcaps up before tomorrow's start

Move the 6 builds to todayMovingDone

Move their 4 price audits to ThursdayMovingDone

Tell the 6 store managersWritingDone

Easter promotion

i

Moved upBuilds today

Start moved to Tue 11 MarWas Thu 13 MarMarketing

8:30 AM

Kits on today's truckAt all 6 stores by 11:00 AMDistribution center

7:10 AM

6 endcap builds bookedWed 12 Mar, before the old startField planning

Mon 3 Mar

Easter endcaps

i

Mon 10 Mar

6builds

0 of 6done

90 minutesa build

ContextComms

New issue

Easter promotion moved up to tomorrow: 6 endcap builds late

Campaign change · Easter promotion · just now

//Why this is hard

The store plan and the field schedule need to agree.

A delayed delivery can make a merchandising visit premature. A product launch can add work while audits are still due. Managers need current store requirements alongside staff and field-team availability.

Store and field teams work from different plans

A delivery is delayed or a reset moves, but the visiting team still has the original schedule. The store and field team need the same updated timing to avoid duplicated or missed work.

Launches and visits compete for field capacity

A product launch adds merchandising visits while routine audits and store checks are still due. Managers need to decide what the field team can cover and which visits to reschedule.

Photos and checklists sit apart from work

Display photos arrive in messages while checklists sit in another system. Managers have to piece them together to confirm what was completed and what still needs attention at each store.

Missed visits need a follow-up owner

When a merchandising or audit visit is missed, someone needs to reassign the work and confirm a new time with the store. Without a clear owner, the task can stay overdue.

Managers can’t see which stores need help

Coverage gaps, overdue tasks, and missed visits sit in separate store reports. District managers have to pull the updates together to decide where to send support, then confirm it arrived.

//How it runs

Retail staffing, visits and results.

//The segments

Retail operations, by format and service.

Specialty Retail Field Operations

Product launches bring display changes, store visits, and deadlines across locations.

Store readiness for product launches.

Schedule merchandising visits around store access and launch dates.
Give visiting teams display instructions and checklists.
Track completed tasks and photos by store, and reschedule missed work.

Explore

Grocery & Convenience Operations

Opening routines, cleaning checks, and recurring store audits need clear assignments across locations.

Daily routines and recurring store checks.

Schedule recurring tasks for store staff and visits for audit teams.
Give teams mobile checklists to record results and flag issues.
Track overdue checks by store and assign follow-up.

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Big Box & General Merchandise

Seasonal resets and display changes bring project crews into stores where daily work continues.

Reset crews alongside department staffing.

Schedule store staff and reset crews around project dates and department needs.
Give teams task instructions and checklists for each stage of the reset.
Track completed work by department and assign follow-up on unfinished tasks.

Explore

Retail Merchandising, Audits & Store Services

Field teams visit multiple stores, each with specific tasks, access times, and client reporting requirements.

Visit records for client reporting.

Plan merchandising and audit visits by territory and store access times.
Capture task results, photos, and findings on mobile during each visit.
Use visit records for client reporting and assign follow-up where work remains.

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//Pulse Platform

A platform for your retail programs.

Model stores, campaigns, assignments and more on our Pulse Platform. Build the forms, review screens and workflows each program needs, and connect your workforce and business systems.

System of record

Add fields or related objects for stores, campaigns, displays, client programs, and more alongside work and people records.

Explore Pulse Platform

Workflows and automation

Route a completed store visit for review and assign any corrections through a configured workflow.

Explore Workflow

Integrations and APIs

Connect your retail operation to WFM, payroll, task, and CRM systems. Use integrations and APIs to bring store and program data into Skedulo and share coverage, completed visits, and reporting updates.

Explore Integrations

Experiences built around your business

Create a program manager's review view and mobile forms for the teams visiting stores.

Explore Extend & Customize

The Frontline Continuum

Represent store shifts, field visits, workers, and their relationships to stores and programs in one model.

Explore AI

//Value

Coverage and visit results across every store.

District managers can review staffing gaps alongside missed visits and outstanding tasks, then decide where to send support.

Store staffing

Schedule available staff by role, department, and time, and adjust assignments when coverage changes.

Territories & travel

Group merchandising, audit, and service visits by territory and store access times.

Task ownership

Assign store tasks and field visits, attach instructions, and track who is responsible for follow-up.

Locations needing support

Review coverage gaps, missed visits, and outstanding tasks by location to decide where to send help.

//Mobile Frontline

The store assignment, on Mobile.

Store staff see their shifts and tasks. Visiting teams see their next store and assignment details. Both can complete checklists, capture photos, and flag issues from mobile.

Scale a retail field program without losing staffing visibility.

Hundreds

of retail locations staffed with live attendance visibility

“We're in hundreds of stores across the US, so we needed a tool so that we could see where our solar advisors were and whether they were checked in. Attendance is very important to maintaining those retail partnerships.”

Ellen Jokerst

Retail Scheduling Coordinator, Sunrun

Read Story

Before

Manual scheduling for retail sales advisors across stores.
No visibility into who was staffed or checked in.

With Skedulo

Automated, scalable retail staffing across locations.
Real-time visibility into attendance by store.

Outcome

Better understanding of the right person, right store.
Stronger retail partnerships through kept commitments.

//Related Products

Explore tools for store and field teams.

Products

Industries

Use cases

//Frequently Asked Questions

Frontline workforce software for retail schedules the people who do the work in and around stores, from associates on shifts to merchandisers, auditors and service teams who visit stores. It sends each person their schedule and task instructions on mobile and records what was completed. Some tools cover in-store shifts and others cover field visits, while Skedulo plans both in one schedule.

Yes. Store staff are scheduled into shifts by role, department and availability, and they can update availability and respond to open-shift offers on mobile. Field teams are scheduled into merchandising, audit and service visits by territory, skills and store access times, so district managers see coverage and visit status for each store in one place.

Plan a representative's visits around travel, territory, and store access times. Mastermind supports route and scheduling optimization; dispatchers can review the plan and adjust assignments when a visit changes.

Yes. Teams complete forms and checklists, capture display photos and audit findings, and flag issues during the visit. A form can be required before a visit is marked complete, so work isn't closed without its proof, and teams can set up automations to turn a recorded issue into follow-up work with an owner.

Skedulo fits teams coordinating store shifts and traveling field teams, with mobile forms and follow-up linked to the work. Our Pulse Platform lets you build additional records and workflows. Confirm any sales- or traffic-based forecasting requirements during evaluation.

Yes. Integrations and APIs connect Skedulo with WFM, payroll, task management, CRM and reporting systems, so store and program data can come in and coverage, completed visits and hours can go back out. The data exchanged and how often it updates depend on the systems and the integration you configure.

Let's look at your store and field operations.

Bring a staffing plan, merchandising program or audit workflow. We'll show you how Skedulo can support it across locations.

Book a Demo

Store shifts and field visits,planned together.

Tempo for store and field coordination.

Do the 6 endcap builds today with Lupe and Yusuf

What happens

Plan

Easter promotion

Easter endcaps

The store plan and the field schedule need to agree.

Store and field teams work from different plans

Launches and visits compete for field capacity

Photos and checklists sit apart from work

Missed visits need a follow-up owner

Managers can’t see which stores need help

Retail staffing, visits and results.