We like our internal lingo here at Honeybee. If you have ever dealt with the support team, you would have heard terms such as "Keepers", "Visits", "Syncing" and of course, "Frequencies".
This can create a bit of confusion, especially if the names and concepts are closely related. So here's a breakdown of Visit Tasks, Tasks and Visit Frequencies.
Let's start with the simplest concept: Tasks. If we have to simplify tasks into something everyone is familiar with, it would most closely resemble a "reminder" on your calendar.
Tasks can be added by either Keeper or Honeybee Mobile users. It shows up on the mobile user's calendar, and can be marked as "complete" just by ticking the checkbox.
Tasks are great for setting reminders to users to do certain things (i.e. fill in a survey, remember to call etc.).
Visit tasks are one of the two ways we can measure call cycle compliance. A Fixed Call Cycle can be specified by stating eg: Customer XYZ Needs to be visited on the 10th of July 2016.
Visit tasks or "Scheduled Visits" can only be added from the Keeper. They can either be added from the calendar, individual customers or from an import.
The scheduled visit task will then show on the mobile user's calendar. The only way to remove the entry, is to log a visit at the necessary client(s). A report is then also populated, indicating the overall call cycle compliance percentages.
Visit tasks are useful for customers that have to be visited regularly, on specific days. The drawbacks though, are that call cycles do require some maintenance (i.e. accounting for leave days and public holidays) and are quite rigid.
Visit frequencies is the second way Honeybee uses to measure call cycle compliance. Visit frequencies uses the concept of "weeks between visits" to determine how often customers should be serviced.
Visit frequencies can be edited from the Keeper, or it can be configured to be edited from the mobile.
Visit frequencies allow a little more flexibility in terms of call cycle management, and still delivers a powerful report, as well as a filter for mobile users to see which customers need to be visited in the current and upcoming weeks.
Have a look at our "How To" pages and training material for more details on how exactly to implement each of these features.