The week
A plan that cannot change is a plan nobody makes honestly.
Lock the week on Monday and reps learn to plan vaguely, because a specific plan is a thing you get held to when a customer moves a meeting.
Committing has to mean “this is my intent”, not “this is now a contract”.
Committing
It records intent. It does not freeze anything.
A week is Monday to Sunday, built one visit at a time, each against a real account and a form. Committing stamps the week, and the screen says plainly what that means: committed plans stay editable until the visit day.
Committing twice is harmless. And re-committing after a mid-week change returns a fresh timestamp rather than the stale one, so "committed two hours ago" is true rather than technically true.
- A visit needs an account, a form and a date —
All three. The form is not optional, because a visit whose questions were decided afterwards is not comparable with any other visit.
- It sorts sensibly before it has happened —
A planned visit is given a mid-day time so it does not collide at midnight with everything else planned that day — and is restamped with the real time when it is logged.
- It is a real activity from the moment it is planned —
So it is already on the account's timeline and the deal's before anybody has been anywhere.
When it changes
Rescheduling is a first-class act with a reason attached.
Moving a visit records the old date, the new one, who moved it and why — and resets the missed-visit reminder so the nudge can fire again on the new date rather than being spent on the old one.
The count travels with the visit. A visit rescheduled three times says so on its own row, which is a more useful signal than any of the three individual moves.
- An unplanned visit is dated today, deliberately —
So it falls inside the week every screen reads. Without that it would be invisible to the plan, the dashboard and the week's own numbers — logged, and uncounted.
- A logged visit cannot be rescheduled —
Refused by name. It already happened.
- Missed is two paths to one place —
A rep can mark it, or an overnight sweep does after a week. The sweep nudges the rep first, once, and the nudge is theirs to mute.
- A visit with nobody on it is skipped, not escalated —
And counted in the sweep's own numbers, because that is an administrative problem a reminder cannot solve.
›Can I copy last week's plan forward?
No. Each week is built fresh, and there is no repeating route or standing circuit. If your team visits the same twenty outlets every fortnight, that is real friction and you should know about it now.
›Can a manager plan for a rep?
A manager with the permission can open somebody's week — and doing so is logged and shown to the rep. The planning itself sits with the person doing the visits.
›Is there a multi-day trip?
No. Three days in one city is eight separate visits.