GPS Site Visit Tracking — Schedule, Track & Prove

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Schedule site visits, track them with GPS, and record the outcome — all in one place. Your manager knows who went where, when, and what the client thought.

> Business Impact: Without GPS tracking, managers rely on trust. “Did Ravi actually visit the site or just mark it done from the office?” With GPS, every visit has proof — start location, end location, time spent. Teams with visit tracking see 30% fewer fake check-ins and make better decisions based on real client feedback.

How site visits work

1. Schedule — pick a lead, project, date, time, and visit type
2. Start — tap “Start Visit” when you arrive. GPS captures your location.
3. Visit — show the property. Timer runs in the background.
4. End — tap “End Visit”. GPS captures again. Rate the client’s interest. Add notes.

That’s the full cycle. Everything is saved automatically.

Schedule a visit

Step 1: Open Site Visits. Tap + Schedule Visit.

Step 2: Search and select the lead.

Step 3: Select the project (which property to show).

Step 4: Pick the date — Today, Tomorrow, or a custom date.

Step 5: Pick the time — quick slots (10 AM, 11 AM, 2 PM, etc.) or custom.

Step 6: Choose the visit type:

• Fresh Visit — first time showing the property
• Re-Visit — follow-up visit after initial feedback
• Final Walk — closing walkthrough before booking

Step 7: Add pre-visit notes (optional) — “Client prefers high floor, budget ₹80L.”

Step 8: Tap Schedule Meeting. Done.

> Auto-scheduling: Some pipeline stages are set to create visits automatically. When a lead enters that stage, a Fresh Visit is created for today — no manual scheduling needed.

Start a visit (GPS check-in)

When you arrive at the site:

Step 1: Open the scheduled visit. Tap Start Visit Now.

Step 2: Allow location access when prompted.

Step 3: GPS captures your exact position — latitude, longitude, and accuracy.

The timer starts. You’ll see:

• Elapsed time (updating live)
• Start location with accuracy (e.g., “±8 meters”)
• Lead and project details for quick reference

> No GPS signal? Happens indoors sometimes. You can tap “Start Without GPS” to proceed. The visit still tracks time and notes — just no location proof.

End a visit (GPS check-out)

When the visit is done:

Step 1: Tap End Visit & Save.

Step 2: GPS captures your end location.

Step 3: Rate the client’s experience (required):

Step 4: Add visit notes (required) — what happened, what the client said, what they liked or didn’t.

Step 5: Tap Save. The visit is complete.

What GPS captures

At both start and end, ClosingFox records:

• Exact coordinates (latitude + longitude)
• Accuracy — how precise the reading is (±5m to ±50m depending on signal)
• Timestamp — exact time of check-in and check-out

Tap the coordinates to open them in Google Maps and see the exact pin on the map.

> For managers: Compare start and end coordinates with the actual project location. If they don’t match, the salesperson wasn’t at the site. GPS doesn’t lie.

Visit tags — share with your team

After completing a visit, tap Copy Tag to get a formatted summary:

Lead: Rajesh Kumar | Project: Lodha Palava
Date: 20 Mar 2026 10:00 AM | Type: Fresh Visit
Manager: Ravi Kumar | Duration: 45 min
Outcome: Very Interested
Notes: Lead liked Tower A, budget confirmed ₹80L
Start: 19.1968, 73.2146 ± 8m
End: 19.1969, 73.2147 ± 6m

Paste into WhatsApp, email, or your team group. Great for celebrating visits that went well.

What managers see

The Site Visits screen shows 4 stats at the top:

• Scheduled — visits coming up
• Active — visits happening right now (someone is at a site)
• Completed — done with outcome recorded
• Missed / No Show — visit time passed but nobody started it
• Rescheduled — moved to a different date/time

Filter by date, project, or status. Every visit shows the outcome, duration, and whether GPS was captured.

> Business Impact: If your team scheduled 10 visits this week but only 6 were completed, that’s a 40% drop-off rate. Track this number — it tells you if your team is actually executing or just scheduling to look busy.

Tips for best results

For salespeople:

• Start the visit when you arrive, not before. GPS should show the actual site location.
• Enable location services before tapping Start — avoids the “permission denied” delay.
• Add specific notes: “Wants 2BHK high floor, Tower A, budget ₹80-85L” is useful. “Visit done” is not.
• Rate honestly — it helps your manager make the right call on next steps.

For managers:

• Check GPS coverage — if visits consistently have no GPS, investigate why.
• Monitor visit duration — under 15 minutes is suspiciously short for a property visit.
• Review outcomes daily — “Very Interested” leads should be moved to Booking Ready immediately.
• Compare scheduled vs completed — if the gap is growing, your team isn’t executing.

Common questions

What if GPS doesn’t work at the site?

You can start and end without GPS. The visit still tracks time, notes, and outcome. GPS is optional but recommended for accountability.

Can I reschedule a visit?

Yes — tap the visit and choose Reschedule. Pick a new date and time. The visit status changes to “Rescheduled” so your manager can see it was moved, not cancelled.

Do visit notes appear on the lead’s profile?

Yes. Pre-visit and post-visit notes are automatically synced to the lead’s timeline. Your team sees the full history without switching screens.

Can I schedule visits for other team members?

On desktop, yes — pick any active user as the Closing Manager. On mobile, visits are assigned to you automatically.

Next Steps

• Set up your pipeline — enable auto-site-visit on the right stages
• Learn the 3-tap disposal — log outcomes after calls too, not just visits
• Understand your Dashboard — visit stats show up in your daily snapshot

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Need help with site visits? WhatsApp us or email mail@closingfox.com. We’ll walk you through it.