Manage your field staff in real time.
Assign tasks, coordinate visits and know where your team is at every moment, without spreadsheets or scattered messages.
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Tasks
Assignment and follow-up
Location
Real-time monitoring
Forms
Data capture in the field
Geofences
Automatic check-ins
Everything you need to supervise your field staff.
A complete platform to assign, track and optimize field work.
Task management
Create, assign and track tasks for your field team from a single view, with statuses, priorities, dates and attached forms.
- Assignment by agent or team
- Real-time status tracking
- Attached forms and evidence
- Advanced filters and export
Real-time location
See on the map where each member of your team is, with route history and automatically logged visits.
- Live map of every agent (requires an internet connection)
- Location and route history
- Automatic visit logging
- Satellite and standard map views
Smart geofences
Define geographic zones and get automatic alerts when your team enters or leaves them. Ideal for controlling entry to and exit from the work area.
- Circular and polygon geofences
- Entry and exit alerts
- Multiple active zones
- Custom behavior rules
Alerts and notifications
Set up alerts so the platform notifies you of important events while your agents are working in the field.
- Inactivity alerts
- Speed alerts
- Custom rules per event
- Full alert history
Get started in three steps.
Set up your team, assign tasks and track results, all from one place.
- 01
Set up your team
Invite your team, create work groups, define permissions and tailor the platform to your operation.
- 02
Assign tasks
Create tasks with details, client location and forms. Assign them to one or many field agents instantly.
- 03
Track in real time
Follow each task on the map and receive photos, signatures and reports straight from the field.
Manage your client portfolio and generate daily reports.
Keep every client, their locations and visit history in one place. Generate daily activity reports per field agent.
Your team always connected on iOS and Android.
With the OptaCheck app, your field team receives tasks, logs its location, fills in forms and sends evidence, even without an internet connection.
- Instant task delivery
- Automatic GPS location logging
- Photo and signature capture
- Works offline
Talk to your field operation in plain language.
Connect OptaCheck to your AI assistant through its MCP server and ask whatever you need about your team. No exporting spreadsheets or digging through screens: the answer arrives in seconds.
How many tasks did my team complete this week, and who completed the most?
Your team logged 248 tasks this week, 12% more than the week before.
- Ana Ramírez61 tasks
- Luis Ortega54 tasks
- María Cano48 tasks
Query your tasks
“How many tasks were left pending this week, and who are they assigned to?”
Review clients and tasks
“Show me the clients that haven't had a task in more than 30 days.”
Generate reports instantly
“Create a PDF of every task Juan Pérez completed yesterday.”
Understand your operation
“Build a dashboard with completed, pending and in-progress tasks, plus key performance metrics.”
The assistant only reads, it never changes data. The connection is secured with OAuth 2.0 and limited to the user's assigned permissions.
Ready to optimize your field team’s work?
Get in touch and see how OptaCheck transforms the way you manage your field team.