Plan the day.Run the route.Prove the work.
CoreAsist
CoreAsist is a mobile and web app that runs field teams’ visits and routes in one flow, from planning to reporting.
Field team
Mobile app- Today’s route and the next stop
- Location-based check-in and check-out
- Surveys and checklists for each visit
- Notes, photos and activity logs
Manager
Web- Weekly plan and route optimization
- Live visit status across the team
- Automatic orders, notifications and cases
- Reports by date, route and team
A field day, start to finish
Seven steps from planning to reporting.
Build the week with drag and drop
Drag visits between days and see the whole week on one screen.
The best order, in one tap
CoreAsist uses traffic and travel times to put visits in the shortest order.
Arrival, recorded by location
When the rep starts a visit, location, date and time are recorded automatically.
The same standard on every visit
Surveys and checklists for each visit type are completed step by step in the field.
- Multiple choice
- Rating
- Multi-select
- Free text
- Date
The visit ends, the next task starts
Once the checklist is done, an order is created, the right team is notified and a case opens if needed.
Incomplete visits don’t close
Check-out is blocked until required surveys are done; the work closes with its proof.
The field, on the management screen
Visits, durations and completion rates by date, route and team, in real time.
Same team, same day, less driving.
CoreAsist puts the same eight visits in a shorter order. The day takes less driving and ends earlier.
- 2h 30m
- saved every day
- 31%
- less distance
- Total distance
- 124 km86 km−31%
- Total time
- 5h 45m3h 15m−2h 30m
- Fuel used
- 18.6 L11.2 L−7.4 L
- Stops
- 88
Teams whose day happens in the field
Installation & maintenance
Service, maintenance and on-site installs
Field sales
Account visits, demos and orders
Dealers & stores
Planned visits, merchandising and surveys
Inspection
Checklists and proof of execution
It runs where your infrastructure is.
We choose the deployment model together, based on your infrastructure and data policy.
A field team has three jobs: plan the day, run the route, prove the work. CoreAsist focuses on exactly those.
Quick to go live
Scheduling, routing and checklists come ready; you can start within a few weeks.
Lean by design
Routes, visits and checklists, without the weight of a full field service suite.
Fits your systems
Works alongside your CRM, ERP and calendar through APIs.
We don't use Salesforce. Can we still use it?
Yes. CoreAsist runs on Salesforce, in the cloud or on your own servers. We decide together which fits your infrastructure.
Which devices do teams use?
Field teams use their phones; managers and planners use the web.
How long does it take to go live?
Usually a few weeks, since the core flows come ready. The exact timeline depends on integrations and customization.
Does it work with our existing systems?
Yes. It integrates with CRM, ERP and calendar systems through APIs.
Can we build our own surveys and checklists?
Yes. You define your own surveys and checklists for each visit type.