Open the app in the morning, clock in from the map, and your day is already organized. Your GPS-verified time entry starts a prebuilt route with prioritized calls, tasks, and delivery stops. Tap a visit to see objectives, past notes, and documents, then launch turn-by-turn directions on the most efficient path. If coverage drops, keep working—forms, photos, and updates save offline and sync the moment you reconnect. Field leaders can watch progress on a live map, see who is en route or delayed, and nudge schedules to prevent missed commitments.
Assign work in minutes instead of hours. Create routes, targets, and visit cadences for each rep, then slot jobs to the right person by skill, region, or availability. Automated reminders reduce no-shows; urgent visits can be reallocated with a single update that hits the mobile app instantly. On-site, reps complete guided checklists that enforce policy, attach documents, capture customer feedback, and secure digital signatures. Geo and time rules confirm that activities happened where and when they should. Use compliance views to spot gaps, request fixes, and maintain a full audit trail without chasing emails.
Move orders from request to invoice without leaving the field. Reps browse the catalog, confirm stock, and submit distributor or retailer orders directly from the visit screen. Pricing, discounts, and taxes are applied automatically, and optional approvals route to managers before confirmation. Track fulfillment end to end—order received, packed, shipped, delivered—with status alerts for dealers. Returns and replacements are handled through the same workflow, with proof of delivery and signatures stored alongside each transaction. Documents and invoices stay linked to the account so nothing gets lost.
Close the day with one tap and see what mattered. Attendance, visited locations, time on site, and outcomes roll into dashboards that highlight wins, risks, and coaching opportunities. Expenses are simple: snap receipts, auto-calc mileage from your trip log, and submit claims for quick approval. Workforce analytics reveal coverage gaps, route inefficiencies, and top performers, helping you rebalance territories and set realistic goals. Export reports for payroll and billing, or drill into individual reps to understand trends. Everything is timestamped, location-aware, and synchronized across mobile and web so your data stays clean, current, and actionable.
Basic
Custom
IPhone, Android APPs
Remote Attendance
GPS Location Tracking
Check-in/Check-out Alerts
Journey Plans
Self / Manager Assigned Tasks
Instant Task Notifications
Add / Edit Clients
Check-in/Check-out Calendar Setting
Attendance Reports
Activity Reports
Client Database Report
Plus
Custom
Includes features of Basic plan, plus
Product Catalog
Premium
Custom
Includes features of Plus plan, plus
Customer Orders
Client Database Report
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