Plan merchandising visits and store audits.

Optimize routes for merchandising, audits, and service work while capturing forms, photos, and follow-up from every location.

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Merchandiser reading grid planogram sheet against shelf bay

Trusted by teams coordinating frontline work.

//Who it's for

Photos and findings make the store visit reviewable.

Campaign managers review the photos, form results and unresolved items from each store visit. Route planners and reps each add to that record.

Office worker at a computer in an office

Runs the operation

Campaign manager

Review submitted photos and form results against each visit's completion requirements.

With Skedulo

See completed visits and exceptions by store, region and program.

Explore operations leadership

Office worker at a desk with a map on screen

Plans the work

Route planner

Sequence stores by territory, priority, access windows and travel time.

With Skedulo

Match reps by territory, route, skill, availability and store windows.

Explore scheduling and dispatch

Worker photographing a stocked shelf with a phone, product boxes at their feet

Does the work

Merchandising rep

Work through task lists, forms and photos in Skedulo Mobile, recording issues as you find them.

With Skedulo

Required forms and validation rules keep a visit open until the evidence is in.

Explore frontline work

//How it runs

From campaign plan to reviewed visit.

//Tempo

Review store coverage with Tempo.

Compare visit assignments and prepare store follow-up with Tempo, using your enabled records and actions. Mastermind supports route optimization.

Meet Tempo

Aisle 7 reset sign-offJOB-4833

Aisle 7 reset submitted without the store's sign-off

Automation : Visit form validation rule

CreatedWed 13 Aug, 3:22 PM 38muntil the store manager leaves

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

Gloria Benitezresource submitted the JOB-4833 planogram reset at 3:22 PM without the store manager's sign-off.
The client counts a reset only with its sign-off and 3 after photos; Gloria sent 2.
Harbourside's store manager Dana Whitfieldcontact leaves at 4:00 PM, and Gloria's next store is at 4:30 PM.

ThinkingChecking whether Gloria is still in the store

Thought for 3s

Without the sign-off, this reset costs a second trip. Let me see if Gloria can get it before Dana leaves.

Gathering context

Context generated· 3 sources

Reading the visit form2 of 3 photosChecking Gloria's check-inStill in storeReading the client's rulesSign-off required

Gloria is still on aisle 7 and can stay until 4:05 PM. Dana is on the floor until 4:00 PM.

How to close the aisle 7 reset

when the client counts it

A Return visit FridayA second trip, on the day the report closes Fri 15

B Assistant manager signsThe client takes only the store manager's sign-off Never

C Gloria gets it nowNo second tripStill in store · Dana on the floor until 4:00 PM Today

Recommended planHigh confidence

Get Dana's sign-off and the last photo before 4:00 PM

What happens

1Reopen the JOB-4833 visit formfor the sign-off and one photo

2Ask Gloria to get both nowby app message

3Check the form and close the visitinto Friday's campaign report

Edit planStart plan Started at 3:24 PM

Reopening the visit form

Reopened the JOB-4833 form· sign-off and 1 photo to add

Writing to Gloria

Messaged Gloria Benitez· before Dana leaves

Tempo → Gloria BenitezResource · App message3:25 PM

Hi Gloria, the aisle 7 reset needs Dana's sign-off and a third after photo before she leaves at 4:00 PM. Can you get both now?

Waiting for Gloria

Gloria BenitezResource → Tempo · App message3:27 PM

Yes, she's on the floor. Walking the aisle with her now.

Checking the visit form

JOB-4833 is complete· signed by Dana at 3:41 PM

Dana signed the aisle 7 reset at 3:41 PM and the third photo is in, so JOB-4833 counts with no second trip.

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

Ask

Context Comms1

JOB-4833 evidence

Task · aisle-7-reset-signoff-4833

Plan

i

0 of 31 of 32 of 33 of 3

Waiting on contextDrafting a planProposed · waiting for youStarted 3:24 PM

Close JOB-4833 today

Reopen the JOB-4833 visit formReopeningDone

Ask Gloria to get both nowWritingDone

Check the form and close the visitCheckingDone

Still in the store

i

3:22 PM

Harbourside Store · aisle 7

Gloria Benitezresource is still checked in at Harbourside

Her next store is 20 minutes away at 4:30 PM, so she can stay until 4:05 PM.

Aisle 7 reset

i

JOB-4833Complete

Planogram reset · Harbourside Store

After photos2 of 33 of 3

Store sign-offMissingDana Whitfield, 3:41 PM

Campaign reportCloses Fri 15 Aug

ContextComms

New issue

Aisle 7 reset submitted without the store's sign-off

Visit form check · JOB-4833 · just now

//Retail execution from route to proof

Merchandising routes with the campaign detail attached.

Give reps the visit instructions, collect forms and photos, and assign follow-up from recorded findings.

Store routing

Sequence stores by territory, priority, access, and travel time.

Mobile visit instructions

Reps can access task lists, forms and store details in Mobile during the visit.

Required evidence

Configure mandatory forms and validation rules to collect the evidence your visit requires.

Follow-up workflows

Turn recorded issues into assigned tasks through the workflows you configure.

Campaign reporting

Review completed visits and exceptions by store, region and program.

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 field reps across store locations.
No visibility into who was staffed at which store.

With Skedulo

Skedulo makes it easier to schedule solar advisors across retail locations.
Real-time visibility into staffing and check-in status.

Outcome

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

//Frequently Asked Questions

Merchandising route planning decides which stores each rep visits, in what order and on which day, based on territory, visit priority, visit length, store access windows and drive time. A good route plan fits more completed visits into each day and leaves room to move visits when a launch date or store window changes.

Yes. Plan by territory, recorded skills, availability, store windows, and travel. Mastermind supports route optimization. Review affected appointments when store access or rep availability changes.

Yes, for the actions documented to work offline. The Skedulo app saves a supported change made in a back stockroom with no signal on the phone, marks it pending and syncs it when the connection returns. During each visit reps complete task lists and forms, capture photos and record issues, and required forms and validation rules can stop a visit being closed without the evidence the program asks for.

Yes. Set up workflows that turn recorded issues into tasks, updates, or return visits, with an owner and due date. Tempo can help prepare the follow-up using records and actions available in your setup.

Mobile can record travel, arrival, check-in, departure, and time entries. Review timestamps and any captured location data under your configuration and privacy policies. These records support visit review; status changes alone are not independently verified attendance or approved paid time.

Skedulo coordinates store shifts, field visits, and mobile work. Our Pulse Platform supports additional campaign, store, and service records and workflows. Confirm specialist requirements such as planogram analysis or order capture during solution design.

//Related Products

Explore tools for store and field teams.

Products

Retail Operations

Use cases

See Skedulo for merchandising and store audits.

We'll explore route planning, mobile visit records and campaign follow-up with your field team.

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