Mobile app (PWA)
Used by Sales Ambassadors and managers for route planning, GPS check-in, forms, camera photos, issues, visit history and notifications. It installs from the browser—no app store required.
New user guide
Every store visit. One simple flow.
Learn how to plan routes, check in, complete visit reports, work offline and manage field operations in the bolttech Store Visit Tool.
No matching section found. Try a role, page name or function such as “photo”, “route” or “report”.
01
What the tool does
An offline-first field operations platform with a mobile app for visits and a web portal for management.
Web portal
Used by managers and administrators for approvals, tracking, visits, stores, forms, users, roles, issue configuration, maps, reporting and master data.
Permission-aware: the pages and actions you see depend on your assigned role, permissions, team and country. A missing menu item usually means it is not enabled for your account.
02
Access and setup
Complete your first sign-in while connected, then prepare the phone for field work.
Open the correct link
Use the mobile app URL for field work or the web portal URL for management. Your administrator supplies both URLs.
Sign in
Enter the email address and password supplied for your account. Your initial sign-in requires an internet connection. Follow any password-change prompt shown by the system.
Allow required permissions
On mobile, allow precise location while using the app and allow camera access. Location supports check-in/check-out; camera access is required for visit evidence.
Install the mobile app
iPhone / Safari: Share → Add to Home Screen. Android / Chrome: menu (⋮) → Install app or Add to Home Screen.
Confirm your profile
Open Profile to check your name, role, team and country. Select your preferred language where available.
Security: never share credentials. Sign out on shared devices. If your account is locked, password is forgotten, or access is denied, contact your administrator.
03
Choose your role
Start with the section that matches your work. Custom permissions can change the exact options available.
Sales Ambassador
Plan and conduct visits from the mobile app, submit forms and photos, flag issues and review personal activity.
Area Sales Manager
Use the SA mobile flow, plus the web portal to assign and approve routes, monitor the team and resolve issues.
Admin / Sales Ops
Manage country-level stores, users, roles, forms, issue configuration and reporting from the web portal.
SuperAdmin
Manage country context and global master data with the broadest system permissions.
Data visibility
| Scope | Typical role | What it means |
|---|---|---|
| Own | SA | Your routes, visits, responses and activity only. |
| Team | ASM | Data belonging to members of your assigned team. |
| All | Admin / SuperAdmin | All permitted data in the active country context, or global master data where enabled. |
04
Mobile app tour
Your mobile navigation keeps daily work, history and account settings close at hand.
My Routes
See approved, pending and rejected plans; today's stores; weekly progress; sync status; visit actions; and future weeks.
Activity
Review your own visit activity and history. Open completed records to view previously submitted reports.
Propose Plan
Build and submit a seven-day store visit plan with visit days and optional objectives.
Ad-Hoc Check-In
Start an unplanned visit at a store that is not on the approved route.
Notifications
Review alerts and updates relevant to your plans and work.
Profile
Check account information and role context, change language where enabled, or sign out.
05
Plan and manage routes
Prepare the week, understand every route state and keep the plan current.
Propose a weekly plan
Open Propose Plan
Choose the start date for the seven-day period.
Find stores
Search by store name or use available team, region and channel filters.
Add visits
Select a day and store, then add optional visit objectives. Repeat for each planned stop. The tool warns about duplicate same-store, same-day entries.
Submit the plan
The proposal appears under Pending until a manager approves or rejects it.
Understand route states and actions
| State | Meaning | Available actions |
|---|---|---|
| Approved | Ready for field execution. | Check in, manual check-in where available, skip an eligible current-week visit, fill details, view report, check out. |
| Pending | Waiting for manager decision. | Review the proposal. If a check-in action is presented, you can begin that visit. |
| Rejected | The manager returned the plan with a reason. | Read the reason, Re-propose with changes, or dismiss the rejected plan. |
| Skipped | An approved visit will not be completed. | View the reason/note; use Undo while the route week remains active. |
Skip a visit
On an eligible current-week route, tap Skip, choose an administrator-defined reason and enter a note if required. The change is saved offline and syncs later.
Cancel a week
Use Cancel Week only when the whole approved weekly plan should be withdrawn. Confirm carefully—the action affects the week's route plan.
06
Complete a store visit
Check in at the correct store, record the result and finish with a complete report.
A complete visit in eight steps
Arrive and confirm the store
Open the route card and confirm the store name, visit day and objectives. Review available store context such as location, grade, channel and previous information.
Check in
Tap Check In. The app records time and location. Normal geofence check-in expects you to be within approximately 300 metres of the store.
Handle a location exception
If GPS is unavailable or you are outside the normal range, use the presented manual/override option and choose an accurate reason, such as GPS issue, relocated store or manager-approved override. Overrides are auditable.
Complete the form
Select a form if more than one applies. Answer the fields shown for your team, country, role and store grade. Questions may appear or disappear based on earlier answers.
Capture at least one photo
Open Photos and use the in-app camera. At least one camera photo is required before continuing. Remove and retake an image if it is unclear.
Flag issues if needed
Choose a severity and category, write a factual description, then tap Add Issue. You can add multiple issues or continue without one.
Review
Check the selected form, answers, photos and issues. Use Back to correct anything before submission.
Check out and submit
Tap Check Out. The app completes the visit and queues the form, photos, issues and checkout for synchronization. Approved visits may also auto-check out when you leave the geofence; manual checkout is available as a fallback.
Form
Photos
Issues
Review
Ad-hoc visit: open Ad-Hoc Check-In, find the store and tap Check In Now. An ad-hoc visit is fully recorded but is not tied to a pre-approved route. Finish any active visit before starting another.
Do not close or refresh with unsaved work. The app warns before a page close when form answers, photos or issues have not yet been submitted.
07
Work offline and synchronize
Continue field work through poor connectivity and let the queue deliver records when service returns.
Available offline
Previously synchronized approved routes, published form templates and skip reasons are cached on the device.
Queued offline
Form responses, camera photos, issues, checkout and skip/undo changes are stored locally until they can be sent.
Automatic sync
Sync checks periodically and when the browser comes online. Retry delays increase after failures; the pending count remains visible.
- Before going offline, sign in while connected and allow the first route/form refresh to finish.
- Watch the pending sync indicator. Pending does not mean lost—it means stored on this device.
- When reconnected, keep the app open until the pending count clears.
- Use Sync Now if the interface provides it and an automatic retry has not started.
- Never clear browser history, cookies, site data or app storage while work is pending.
- Do not uninstall the PWA or switch devices before all queued work has synchronized.
08
Manage field execution
ASMs use the same mobile visit functions as SAs, plus team-level controls and reporting on the web.
DashboardMonitor visit completion and operational indicators for your permitted team.
RoutesAssign stores and visit days, add objectives, and review route plans.
Approve or reject proposalsApprove to make a plan actionable, or reject with a clear reason so the SA can re-propose.
VisitsOpen submitted visits and inspect timings, form responses and photos.
IssuesFilter escalations, review details and progress them from open to acknowledged to resolved.
Visit MapReview where visits occurred and investigate location overrides where visible.
Tracking ReportCompare assigned, pending and completed work by representative and date.
Additional reportsUse Form Coverage and Partner Report when granted by your permissions.
Route approval workflow
SA proposes
ASM reviews
Approve / reject
SA executes
Write useful rejection reasons. The reason appears to the SA and should say exactly what must change—store, day, workload or objective.
09
Configure and administer the tool
Admins maintain the data, access and workflows used by the field in their permitted country.
Stores
Add and edit stores individually or import data from CSV/Excel. Maintain store name and code, GPS coordinates, grade, channel, region and available performance data. Accurate coordinates directly affect geofence check-in.
Users
Create and maintain accounts, assign country, team and roles, activate/deactivate access where supported, and reset passwords. Verify the user's scope before saving.
Roles and permissions
Use base or custom roles. Permissions are granular by module and action—view, create, edit or delete—and by data scope—own, team or all. Apply least privilege and test custom roles before broad assignment.
Forms
Create versioned visit forms with text, number, choice, checkbox, radio, photo, rating and date fields. Add conditional branching, preview the form, define targeting by team/country/role/store grade as available, and publish the correct version. Historical responses retain their submitted version.
Issue configuration
Maintain the categories and severity options shown to field users. Keep labels clear and non-overlapping so issues can be reported and filtered consistently.
Routes and visit records
Oversee plans and visits within your scope. Visit deletion is permission-restricted and should only be used according to local data-governance rules.
Recommended setup order: master/reference data → stores → teams and users → roles → forms → issue configuration → route assignment. This reduces missing options and targeting errors.
10
Reports, reviews and exports
Use the view that matches the operational question, then filter to the correct country, team and date range.
Dashboard
High-level completion and issue indicators for the current permitted scope.
Visits
Detailed visit records with submitted form responses and photos.
Visit Map
Geographic view of visit activity and location evidence.
Tracking Report
Route execution and completion by user and time period.
Form Coverage
Visibility into form submission coverage across the permitted operation.
Partner Report
Partner-oriented reporting view where enabled for the account.
Exports: where an export control is available, CSV data can support Power BI or offline analysis. Exported content is permission- and scope-restricted; handle it according to company data policies.
11
Work across countries
SuperAdmins have broad capability but still operate in an explicit country context for scoped pages.
Select a country
After sign-in, choose Select Country to Manage. The gate cannot be dismissed without a selection because portal data must be scoped.
Use standard admin functions
Manage stores, users, forms, issues, routes and reports for the active country using the same workflows as an Admin.
Manage global master data
Open Master Data to maintain available Country, Team, Region and Channel records. This page is restricted to SuperAdmin.
Check context before changing data
Confirm the active country before bulk operations or configuration changes. Broad permissions increase the impact of mistakes.
12
Complete function index
A consolidated inventory of the user-facing pages and capabilities available in the current tool.
| Area / function | SA | ASM | Admin | SuperAdmin |
|---|---|---|---|---|
| Mobile: My Routes, weekly progress, route statuses | Own | Own | If enabled | If enabled |
| Mobile: Propose Plan, re-propose, dismiss, cancel week | Yes | Yes | If enabled | If enabled |
| Mobile: Planned and ad-hoc check-in | Yes | Yes | If enabled | If enabled |
| Mobile: GPS geofence, override, manual/auto checkout | Yes | Yes | If enabled | If enabled |
| Mobile: Dynamic form, camera photo, issues, review | Yes | Yes | If enabled | If enabled |
| Mobile: Skip visit / undo skip | Eligible routes | Eligible routes | If enabled | If enabled |
| Mobile: Activity, visit report, notifications, profile/language | Own | Own | If enabled | If enabled |
| Mobile: Offline cache, pending queue, automatic sync | Yes | Yes | If using mobile | If using mobile |
| Web: Dashboard | No portal access | Team | Country | Selected country |
| Web: Issues and status workflow | No portal access | Team | Country | Selected country |
| Web: Visits and submitted photos/forms | No portal access | Team | Country | Selected country |
| Web: Routes, assignment and proposal decisions | No portal access | Team | Country | Selected country |
| Web: Stores and CSV/Excel import | No | By permission | Yes | Yes |
| Web: Forms and publishing | No | By permission | Yes | Yes |
| Web: Users and password reset | No | By permission | Yes | Yes |
| Web: Roles and granular permissions | No | By permission | Yes | Yes |
| Web: Visit Map and Tracking Report | No portal access | Team | Country | Selected country |
| Web: Form Coverage and Partner Report | No portal access | By permission | Yes | Yes |
| Web: Issue Configuration | No | By permission | Yes | Yes |
| Web: Country selection and Master Data | No | No | No | Yes |
“If enabled” and “By permission” reflect role customization. Your administrator can grant a different combination of module, action and data-scope permissions.
13
Troubleshooting
Resolve common field and portal issues without risking unsynchronized data.
I cannot sign in
- Confirm you are online and using the correct mobile or portal URL.
- Check the email address and password; avoid repeated guessing because security controls may lock or slow attempts.
- Ask an administrator to confirm your account is active or reset the password.
GPS is unavailable or check-in says I am out of range
- Enable Location Services and precise location for the browser/PWA.
- Move to an open area and wait briefly for a better location fix.
- Confirm you selected the correct store.
- If appropriate, use the displayed override/manual check-in reason. Never choose an inaccurate reason merely to continue.
- Ask an Admin to verify the store coordinates if the problem repeats.
Items remain pending sync
- Connect to stable Wi-Fi or mobile data and keep the app open.
- Use Sync Now if available. Failed items may retry with increasing delays.
- Do not clear site data, uninstall the app or sign into another device while items are pending.
- If the count does not clear, record the time, action and visible error before contacting support.
The camera or photo step does not work
- Allow camera permission in browser/device settings and reopen the PWA.
- Use the in-app camera; selecting an existing gallery image may not be supported.
- At least one photo is required to continue from the Photos step.
No visit form is available
- Reconnect so published form templates can refresh.
- Confirm the correct store and, for ad-hoc visits, allow the store grade to load.
- Ask an Admin to verify form publication and targeting for your country, team, role and store grade.
I cannot see a page or action
Your role or data scope probably does not grant it. Portal access is restricted to ASM, Admin and SuperAdmin roles. Ask an administrator to review your permissions rather than sharing another user's account.
A SuperAdmin cannot get past country selection
Select a country and tap Continue. Country-scoped pages remain gated until a country is selected.
A previous visit is still open
Complete or manually check out the active visit before starting another. If the tool offers to close a previous open visit, verify the store before confirming. Very old open visits may be automatically closed by the system.
My route plan was rejected
Open the Rejected tab, read the manager's reason, choose Re-propose, update the plan and resubmit it.
14
First-day checklists
Use these short exercises in a training environment before working with live data.
Field readiness
- Sign in and install the PWA.
- Allow camera and precise location.
- Confirm profile, team and language.
- Open My Routes and check sync status.
- Complete one training visit with a photo.
- Confirm the report appears in Activity.
Manager readiness
- Approve or reject a sample proposal.
- Open the Dashboard and Tracking Report.
- Review a visit form and photo.
- Acknowledge and resolve a test issue.
- Check a visit on the map.
Admin readiness
- Verify stores and GPS coordinates.
- Create or review a user/team assignment.
- Review role scope and permissions.
- Preview and publish a test form version.
- Review issue categories and severities.
- Run an authorized report/export.
Global readiness
- Select the correct country.
- Confirm scoped portal data.
- Review Country, Team, Region and Channel master data.
- Double-check context before any bulk change.
Need more help? Capture the page name, time, store/user involved and visible error. Send these details through your organisation's approved IT or SVT support channel. Do not include passwords.