Visit summaries
Every visit by week, type and regional.
Texoma field operations platform
Every facility. One clear picture.
Our platform gives ownership a live view of the whole portfolio and gives regional teams a fast mobile app for every site visit, with the reports that tie it all together.
300+
facilities
already using it
already using it
- Portfolio health
- Site visits
- Leadership review
- Escalations
- Monthly reports
The tour
Built for both sides of the operation.
Switch views to see what ownership sees, and what a regional team member carries in their pocket.
Desktop
Phone app
Sample data Real screens from our platform. Facility, staff and team names are replaced with sample names.
- 01
Portfolio at a glance
Every facility color coded green, yellow or red by relationship health.
- 02
Trends over time
See which facilities are improving and which are slipping, month over month.
- 03
Escalations first
Red facilities and overdue visits rise to the top so nothing gets missed.
- 04
Monthly reports
A clean summary of the whole portfolio, delivered every month.
Desktop
Phone app
Sample data Real screens from our platform. Facility, staff and team names are replaced with sample names.
- 01
Log visits in seconds
Routine monthly, relationship building, compliance follow-up, equipment or cart issue, or a quick stop.
- 02
Facility history
Every past visit, note and status for a facility, right on the phone before walking in.
- 03
Map of your facilities
See your whole territory, color coded, and plan the day’s route.
- 04
Reminders when a facility is due
Two visits a month per facility, tracked automatically.
- 05
Leadership review
Leadership reviews each visit and the regional gets feedback, so coaching happens every week.
- 06
Messaging and escalations
Built-in messaging, plus automatic escalation emails when a facility turns red.
Reports
The numbers ownership actually asks for.
Ready-made reports from the same visit data, so no one builds a spreadsheet at month end. Charts below show sample data.
Facility scorecards
One page per facility: status, history and open items.
Regional activity
Visits completed and reviewed, per team member.
Overdue visits
Who’s behind on the two-visits-a-month cadence.
Red-to-green turnarounds
Facilities that moved from red back to green, and the visits that got them there.
How it fits together
From the parking lot to the boardroom.
- I
Visit
The regional logs the visit on site.
- II
Review
Leadership reviews it and sends feedback.
- III
Escalate
Red facilities trigger an email right away.
- IV
Report
Ownership sees it all in the portfolio and monthly reports.
Want to see it on your portfolio?
We’ll walk you through the platform with your own facilities and regional structure in mind.