Account Manager Visit Compliance
AM activity — at a glance
Per account manager: visits due this week, clients not audited yet, and what they’ve actually logged (audits, flagged visits, last activity).
Visit schedule
Each visit is placed about a week before the crew’s service day, grouped by day and ordered by area so the drive makes sense. Recomputes itself — nothing to maintain by hand.
By Account Manager
Client roster & compliance
Click any visited client to see its visit history — when, by whom, and whether anything was flagged.
| Client | Tier | Account Manager | Supervisor | Cadence | Last visit | Days ago | Audit | Last result | ACV |
|---|
Unmatched visits — logged against a property not in the active-client list (prospects, renamed, or test rows)
| Date | AM | Property | Reason | Result |
|---|
Visits captured per week
Adoption of the Visit Capture app since rollout (mid-May). Stacked by account manager.