Store visits that are truly plannable
100, 300 or 800 stores with different visit cycles — Trailo turns the cycle into appointments, plans tours up to a month ahead, and collects photo and checklist data right at the stop. Routes as PDF for field reps without stable connection.
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When 200 stores are crammed into one spreadsheet
What we hear from POS marketing teams.
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Visit cycles puzzled together in Excel
Store A weekly, store B fortnightly, store C once a month. Every month: turn the cycle into appointments, distribute into regional tours, assign field reps. Three days of dispatcher time, every time.
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Photo docs per store are chaos
Field rep takes photos of the shelf, sends them via WhatsApp or email. Sorting, filing, linking to the store — at night in the office, by hand. Impossible to keep up with at 200 stores per week.
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KPI reports come three weeks late
"How many stores had an out-of-stock issue last month?" — Answer: wait for field reps to hand in slips, secretariat to type them up, Excel pivot to run. By the time the report arrives, the problem is old news.
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Field reps without stable signal
No reception in the supermarket warehouse, weak signal in industrial parks. If the tour is only available online, the field rep stands in front of a locked display.
Sound familiar? Play with real data — 14 days, no credit card.
From cycle to tour — and from photo straight to reporting
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Bulk planning from visit cycles
Per store you set the rhythm (e.g. "every other week, always Wednesdays"). Trailo generates the appointments up to 30 days ahead and slots them into tours automatically — sorted by region, capacity balanced.
- ✓Recurring tasks with arbitrary rhythm
- ✓Bulk planning up to 30 days ahead
- ✓Fixed and flexible stops mixable in one tour
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Photo and checklist docs in the form builder
Per store, a checklist: shelf occupancy, out-of-stock check, promo material present, photo of the display. The field rep fills it out at the stop — data lands in the system instantly, sorted by store.
- ✓Drag & drop form builder with conditional logic
- ✓Photo upload, checkboxes, rating scales
- ✓CSV export of answers — straight into analysis
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KPI dashboard with store status in real time
How many stores were visited this week? Where were the issues? Which field rep is behind plan? Trailo visualizes the key metrics — no more Excel pivots.
- ✓Compliance rate per store
- ✓Visit progress per field rep
- ✓Realtime progress tracking — stop status as soon as set
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PDF route export for offline
The field rep downloads the daily route as PDF — stops, addresses, time windows, notes. Works in the warehouse without signal, in the industrial park without reception.
- ✓PDF export with all tour details
- ✓Addresses validated by premium geocoding
- ✓Hand off to other tools via REST API
See it in action — 14-day trial with real data, or have us walk you through it in 20 minutes.
Sample calculation: 12 field reps, 600 stores
Conservatively calculated based on our pilot customers.
- Cycle setup per month ~ €7,200 2 days/month saved × 12 months × €50/h × 6 h — through bulk planning
- Reporting time ~ €5,400 3 h reporting/week saved × 50 weeks × €36/h marketing manager
- Fuel cost ~ €7,200 −15 % × €4,000/year/vehicle × 12 vehicles
- Additional store visits + 2,640 visits +1 store/field rep/day × 12 × 220 working days — higher compliance rate, no extra effort
Note on the calculation: Values are based on experience with existing pilot customers and plausible assumptions for a 12-rep team with about 600 stores. Individual savings depend on store density, cycle mix, capacity and hourly rates. Plug in your own numbers if you need a reliable forecast.
Specific to POS marketing
How does cycle planning work for different frequencies?
Per store you set the desired rhythm (weekly, fortnightly, monthly, with fixed weekdays if needed). Trailo generates the appointments up to 30 days ahead and slots them into regional tours automatically.
Can we use different checklists per store?
Yes. In the form builder you build any forms and assign them per store, per region or per order type. Conditional logic ("if out-of-stock = yes → show photo required") is standard.
What if a field rep has no signal in the warehouse?
You export the daily route as PDF — stops, addresses, time windows, notes — and the rep has it offline. Once signal returns, status updates sync.
Can we connect Trailo to our reporting tool / BI system?
Yes. CSV export of form answers, REST API + webhooks for live data. Every completed checklist flows directly into your BI tool or data warehouse.
Start today — try in 5 minutes
14 days free. Pre-filled sample data. No credit card. Cancel anytime.