Process
How a field visit really works
Eight steps from your brief to a report you can act on.
- STEP 01
Receive the brief
Location list, purpose, checklist, deadline and required evidence.
- STEP 02
Confirm scope
Access arrangements, client authorisation, contacts and reporting format.
- STEP 03
Plan routes
Group nearby locations and assign field people.
- STEP 04
Brief the team
Share the checklist and escalation contact.
- STEP 05
Complete visits
Collect observations, photographs and contact responses.
- STEP 06
Review submissions
Check completeness, consistency and missing evidence.
- STEP 07
Deliver the report
Completed visits, exceptions and the actions needed.
- STEP 08
Manage revisits
Get instructions for inaccessible or unresolved locations.
Every business field report contains
- Outlet or business name and address
- Assigned person, visit date and time
- Checklist results and clear photographs
- Contact person's name and response where relevant
- Outcome: completed, inaccessible, missing asset or issue found
- Remarks and recommended follow-up
Collections visits use a separate client-approved report format, limited to what the assignment requires.
Ready to brief your field visits?
Share the scope — we'll come back with routes, timelines and a clear quote.