- Workforce Management
- Web & Mobile
Attendance & Reporting
Live attendance, timesheets and exports you can trust
Field Team Scheduling
Stores, reps and shifts planned in one weekly grid
- Client
- Field Marketing SaaS
- Industry
- Workforce Management
- Platform
- Web & Mobile
- Timeframe
- 3 months
About project
How a field marketing manager plans a week across retail stores, with drive times and geofences, and publishes it to the team in one action.
A field team that visits many retail stores every week usually plans in spreadsheets and chat threads. Store lists drift out of date, nobody knows how long the drive takes, and reps learn about changes late.
The CMS gives managers a week grid with two views of the same plan, store management with automatic drive times and a publish action that notifies the team.
Challenges & Solutions
Challenges
Recurring unavailability, daylight saving changes and draft edits all have to line up with weekly shifts, while store data such as geofences and drive times must stay accurate without manual entry.
Solutions
The Rep View lists every employee against the seven days of the week with weekly hours per person. The Store View lists every store against the same days. Shifts are assigned from a searchable picker offering OFF, OFFICE or any store.
Stores carry retailer, number, address with autocomplete, geofence radius, colour and a drive time calculated automatically. A week is edited as a draft and Publish & Notify promotes it, notifying everyone or only the people whose shifts changed.
Main functionality
From Spreadsheets to a Published Weekly Schedule
- Rep View and Store View
- The same week, by person or by location, with hours per rep.
- Searchable shift picker
- OFF, OFFICE or a store as a field or office assignment.
- Smart store records
- Address autocomplete, geofence radius and calculated drive time.
- Publish & Notify
- Alert everyone or only those whose shifts changed.
- Bulk store import
- Stores loaded from a file in one step.
Results
- 2
- views of one weekly plan
- 1
- action to publish the week
- One screen replaces the scheduling spreadsheet
- Drive time and geofence data maintained with the store, not by hand
- The whole week published to the team in a single action
Technical implementation
- Next.jsWeb apps, portals and consoles
- SupabasePostgres, RLS and Edge Functions
- CloudflareWorkers, D1, KV, R2 and Workflows
- Google MapsMaps, places and distance
- Edge Functions for publishing drafts, generating office shifts and importing stores
- Google Places autocomplete and a distance matrix behind server routes
- Dedicated unit tests for recurring unavailability across daylight saving changes
Industries
Technologies
More use cases
Talk to Us- Workforce Management
- Web & Mobile
Team Management CMS
People, positions and company setup without developers
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