Platform & Solutions
Mojeep Field Operations
Organize field visits and tasks, follow team work, and connect field activity to customer data inside Mojeep.
Product
Mojeep Field Operations
Run your field team from one place
Organize field visits and tasks, follow team work, and connect field activity to customer data inside Mojeep.
- 1Create a field task or visit.
- 2Assign the responsible member or team.
- 3Follow execution and document the outcome.
Problems this product solves
Visit tasks scatter across messages and spreadsheets, and managers cannot see what was actually completed.
Employees visit customers without a shared record linking the visit to customer and deal data.
Visit reports arrive late or incomplete, so required follow-up after the visit is lost.
Core features
Teams & members
Create field teams and assign members and owners within your organization permissions.
Tasks & assignment
Create field tasks and assign them to a member or team with priority and due dates.
Visits & status
Plan visits and track status: scheduled, confirmed, in progress, completed, cancelled, or no-show.
Visit reports
Submit a visit report after completion to document the outcome and next step.
Territories & coverage
Organize geographic coverage and link customers, leads, and tasks to the responsible territory.
How it works
- 1Create a field task or visit.
- 2Assign the responsible member or team.
- 3Follow execution and document the outcome.
Works with Mojeep products
Field activity links to CRM records — customers, leads, and deals — alongside coverage territories and reports.
Use cases
Customer visit to follow a quote
A supervisor creates a visit linked to the customer and deal; the employee documents the outcome in a report from the same record.
Covering a new territory
Territory survey tasks are assigned by area, and results gather in visit reports.
Frequently asked questions
Does Mojeep track employee locations live?
No. Employees record visit start and finish with location where available; the product does not provide real-time location tracking.
Does Field Operations connect to customer data?
Yes. Tasks and visits link to customers, leads, and deals within team permissions.
Does the product plan routes automatically?
No. The product organizes tasks, visits, territories, and reports without automatic route planning.
Does an AI agent execute visits automatically?
No. Visits remain human work the product organizes and documents; supported actions follow permissions and approvals.