Visits
Record voice notes, photos and video on the phone, end a visit and follow it through processing.
- How do I start a visit?On the phone, tap the microphone button or Start visit on a place. On the web, use Start a visit and pick the place.
- How do I record voice notes during a visit?Tap the microphone to record, pause when you want, and tap the green check to save the voice note. Long recordings continue on their own.
- How do I take photos and video during a visit?Tap Capture for the camera. Pick up to 10 photos from your library, draw on a photo after it uploads, and record clips up to 30 seconds.
- How do I add typed notes and metric readings?Tap Note to type what you saw. Tap Metrics to record a reading against your team's metric types, with the last value shown for reference.
- How do checklists work during a visit?Open Checks during a visit to tick off your team's checklist. Required items are flagged before you end the visit.
- What happens when I close or leave a visit on the phone?Tapping X or leaving the app keeps the visit running and recording your route. End or discard it from the visit when you are done.
- How do I end a visit, and what does processing mean?Tap End visit. Your captures finish uploading, then PropelMapper transcribes them and drafts the report. The visit shows each stage as it goes.
- How do I discard or delete a visit?Use Discard visit on the phone or Delete visit on the web. It removes the visit and its captures and cannot be undone. Signed visits stay on record.
- Can I record visits offline?Yes. The phone app records voice, photos, notes and metrics with no signal and uploads them when you reconnect. Processing waits for a connection.
- How do I confirm the values Propel pulls from a visit?Open the visit's Structured data tab on the web. Each value says where it came from. Select Confirm, or Confirm all for a section.
- Can I upload audio and photos to a visit on the web?Yes. During a web visit, select Upload to add audio or image files. Audio files can be up to 500 MB.
Still need help?
Write to the PropelMapper team or book a call, and a person who builds the product will answer.