Field Visit Management

Run field operations on Matrix COSEC — create and reassign visit schedules, verify on-site attendance by GPS through the COSEC APTA mobile app, trigger real-time exception alerts, and export 150+ reports to payroll, deployed in the cloud or on-premise.

Field work doesn’t badge in at a door.

Sales reps, service engineers, delivery crews, and site supervisors spend the day away from any fixed terminal, so attendance becomes self-reported over calls and messages, schedules live in spreadsheets that someone reshuffles by hand, and "was the visit actually done?" gets answered after the fact. IPTech deploys Matrix COSEC Field Visit Management as a single web portal to assign every visit, capture attendance at the site itself through GPS on the COSEC APTA mobile app, flag exceptions in real time, and hand payroll the same audit-ready data as in-office staff — so remote teams are managed on evidence, not trust.

Capabilities

Assign and reshuffle field schedules from one portal

Plan the day’s field work in one place — create a visit, set its location and time window, then assign, modify, copy, or re-assign it to any field employee.

Every task carries a live status — scheduled, ongoing, or completed — so a supervisor sees the whole field roster at a glance and can move a visit to another rep the moment a plan changes, without a round of phone calls.

Assign and reshuffle field schedules from one portal

Attendance marked at the site, verified by GPS

Field staff mark attendance from the COSEC APTA mobile app, and each punch is stamped with GPS coordinates so the record shows not just when but where.

Instead of trusting an "I’m on site" message, the system confirms the employee was at the assigned location — the same attendance discipline your office runs at its doors, extended to people who never come through one.

150+ reports that turn field activity into payroll-ready numbers

Over 150 time-attendance and leave reports cover field movement, completed and missed visits, exceptions, and hours worked — each exportable to PDF, Excel, Word, RTF, CSV, and TXT.

Salary calculation and team monitoring run on the same dataset, so field hours flow into the pay cycle without anyone re-typing them from a call log.

150+ reports that turn field activity into payroll-ready numbers

Features

Detailed Field Task Creation

Create field tasks with specific locations and time durations so every visit is planned, bounded, and easy to manage.

Location-Based Assignment

Assign work by location with GPS tracking, so visits are routed to the right person in the right place.

Diverse Attendance Policy

Apply intelligent time tracking that ties attendance rules directly to assigned field-visit tasks.

Real-Time Alerts & Notifications

Send email and SMS alerts the moment a field-visit exception occurs, so issues surface immediately.

Payroll Integration

Import field attendance into centralized payroll at the API level — no manual transfer between systems.

Transfer Field Schedule

Re-assign field visits to a different user in a few clicks when plans or availability change.

Live Location Monitoring

See field staff's live location while they're in transit, not just a GPS stamp at the visit — so a supervisor knows who's where between sites, in real time.