Beats & PJP

A journey plan that never forgets a customer.

Group client sites into beats, set visit frequency by client class, and let the generator turn patterns into a concrete calendar — with coverage tracked against it.

SEPTEMBER · GENERATED FOR RS
Beat: Central · Tue/FriBeat: West · Wed

Beats & client classes

Sites carry a class (A/B/C); beats group them into workable rounds with a planned order and duration. The plan mirrors how good field managers already think — it just stops living in their heads.

  • Class-based frequency — A weekly, B fortnightly, C monthly
  • Ordered site lists with planned durations
  • Territory containment for every beat
CLIENT BOOK · CLASSED
ClientClassRhythm
Sharma & SonsAweekly
Green Basket MartBfortnightly
Galaxy OpticalsCmonthly
Metro HardwareAweekly

Patterns → calendar

Define recurrence — weekly days, weeks of month, intervals — and the generator writes the actual visit calendar ahead of time, per executive. The week is visible before it starts, not reconstructed after it ends.

  • Weekly, monthly & interval patterns
  • Generated weeks visible in advance
  • Effective windows for handovers and rotations
NEXT WEEK · WRITTEN TODAY
  • RSMon · Central beat · 8 stops
  • MKTue · West beat · 6 stops
  • RSWed · Central beat · 7 stops
  • CGThu · A-class catch-up · 4 stops
  • MKFri · West beat · 6 stops

Due-visit intelligence

The console watches the gaps: which A-class client hasn't been seen inside their window, which beat is slipping, who's overdue by how many days — and feeds due visits straight into dispatch.

  • Due list by class and overdue days
  • Coverage vs plan reporting
  • One click from due visit to assignment
DUE VISITS · WATCHING THE GAPS
ClientOverdue
Sharma & Sons · A9 daysassign now
Lotus Bakers · B4 daysdue
Prime Motors · B2 daysdue
A-class on time81%
Straight from the console

Tomorrow, planned tonight.

the planner — every executive's day side by side
📸 Real console — the planner — every executive's day side by side
Good questions

FAQ

We already have beats on paper. How do we get them in?

Create sites (or let the CRM provide them), group them into beats in the console, and class the clients. The demo world shows the full shape in one click before you commit your own.

What happens when an executive is on leave?

Their generated visits sit in the pool where dispatch — manual or automatic — reroutes them to teammates, by proximity and workload.

Keep exploring

See it live on your own team.

Sign in with your suite account — or explore with the built-in demo world.

Sign in