Store visits and launch work across your region.

Plan visits around store requirements and rep availability. Give reps mobile instructions and keep outstanding tasks attached to each store.

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Tech aiming clip-on track-light heads from low step platform, track off

Trusted by teams coordinating frontline work.

//Who it's for

Launch reviews need photos and outstanding tasks.

Regional teams decide where more work is needed from display photos, completed tasks and unresolved items. Reps record those items against each store visit.

Person holding a tablet in a specialty store beside a half-built display

Runs the operation

Regional manager

See which stores are done, at risk or waiting on follow-up across the region.

With Skedulo

Rank work by launch need, issue severity, store value or missed visit.

Explore operations leadership

Office worker at a desk in a retail office

Plans the work

Field scheduler

Match reps to stores by skill, territory, availability, route and store access.

With Skedulo

Record the training or specialty each visit needs and compare it with rep records.

Explore scheduling and dispatch

Worker assembling a product display in a specialty store, a phone propped on the fixture

Does the work

Field rep

Follow display instructions and checklists in Skedulo Mobile, with photos required before closing.

With Skedulo

Unresolved items stay visible on the visit for review and follow-up.

Explore frontline work

//How it runs

Store requirements, field visits and regional progress.

//Tempo

Review regional store work with Tempo.

Compare rep assignments and prepare follow-up on visit findings with Tempo, using the store records and actions enabled for your team.

Meet Tempo

Harbourside launch installThu 14

Harbourside launch wall has one installer tonight

Automation : Callout from the field app

CreatedThu 14 Aug, 3:40 PM 5h 50mto the 9:30 PM install

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

Andre Bassettresource called out sick at 3:40 PM. He was the second installer with Bridget Hanleyresource tonight.
The Harbourside store's launch wall goes in after the mall closes, 9:30 PM - 1:30 AM, for Friday's 10:00 AM launch.
The lit wall unit weighs 180 pounds, so the team lift rule needs two installers on it.

ThinkingChecking who in the region can join Bridget tonight

Thought for 3s

Bridget can't hang a 180-pound wall alone. Let me find a second installer, using the regional manager's store priorities.

Gathering context

Context generated· 3 sources

Reading the callout3:40 PMChecking tonight's installers3 in the regionReading the store prioritiesHarbourside first

Wade is trained on fixture installs, and his graphics change at a priority 6 store can move to Saturday.

Who can join Bridget tonight

at Harbourside by

A Steph MuirInstalling the priority 2 store's wall tonight 2:00 AM

B Wade BrennanTrained, can moveTrained · his priority 6 graphics change can move 9:30 PM

C Nathan BrodyFree tonight · not trained on fixture installs 9:30 PM

Recommended planHigh confidence

Pair Wade with Bridget tonight and move his graphics change to Saturday

What happens

1Ask Wade to join Bridgetat 9:30 PM, by text

2Move his graphics change to Saturdaypriority 6, by the store priorities

3Send mall security the crewboth names for the service door

Edit planStart plan Started at 3:43 PM

Writing to Wade

Texted Wade Brennan· the 9:30 PM install

Tempo → Wade BrennanResource · Text3:44 PM

Hi Wade, Andre is out sick. Can you join Bridget on the Harbourside launch wall tonight at 9:30 PM? It's a 180-pound team lift.

Waiting for Wade

Wade BrennanResource → Tempo · Text3:47 PM

Yes. I'll meet her at the mall's service door at 9:20 PM.

Moving Wade's graphics change to Saturday

Graphics change moved to Sat 16 Aug· priority 6, after the launch

Sending mall security the crew

Mall security has both names· for the 9:30 PM entry

Bridget and Wade hang the Harbourside launch wall together tonight, and the priority 6 graphics change moves to Saturday.

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

Ask

Context Comms12

Harbourside install evidence

Task · harbourside-launch-wall-thu14

Plan

i

0 of 31 of 32 of 33 of 3

Waiting on contextDrafting a planProposed · waiting for youStarted 3:43 PM

Two installers at Harbourside tonight

Ask Wade to join BridgetWritingDone

Move his graphics change to SaturdayMovingDone

Send mall security the crewSendingDone

Tonight's install

i

One installerTwo installers

Harbourside store · launch wall · after close

Window9:30 PM - 1:30 AM

Wall unit180 pounds, a team lift

InstallersBridget Hanley onlyBridget and Wade

Launch readiness

i

Fri 15 Aug

14stores in the region

11walls in

3going in tonight

ContextComms

New issue

Harbourside launch wall has one installer tonight

Callout · Andre Bassett · just now

//From regional plan to store-level proof

Store-level detail for regional teams.

Assign reps, share visit instructions on mobile, and review recorded outcomes by store and region.

Store priorities

Rank work by launch need, issue severity, store value, or missed visit.

Field-team allocation

Match reps to store, route, skill, and available capacity.

Mobile visit records

Put task lists, photos, forms, and notes into the rep's mobile workflow.

Completed and outstanding work

Record completed work and unresolved items against each store visit.

Progress by region

See which stores are done, at risk, or waiting on follow-up across the region.

Scale a specialty 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

Rank stores by launch date and need, then schedule display visits early enough to fix what the opening visit finds. Each visit should carry the display instructions and a checklist, with photos required before it is closed, and a regional view of done, at-risk and waiting stores shows where to send a rep next.

Yes. Schedule using geography, recorded skills, availability, store access, and travel. Review affected visits when access or staffing changes, and update the reps and store contacts.

Yes. Record the required training or specialty for each visit and compare it with rep records, availability, and current assignments. Your team maintains those records and confirms suitability.

Yes. Reps work through task lists, forms, photos and notes during each visit, and you configure which forms and photos a visit needs before it can be completed. Unresolved items are recorded against the visit so they don't disappear when it's checked off.

Yes. Integrations and APIs connect Skedulo with retail operations, ticketing and CRM systems. Store requests or launch plans can create visits, and completion records and open issues can flow back, depending on the integration you configure.

//Related Products

Explore tools for store and field teams.

Products

Retail Operations

Use cases

See Skedulo for retail field operations.

We'll explore store visits, launch tasks and regional reporting around your field program.

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