Verify Sales Visits. Boost Productivity and Accountability. Works on All Phones.
Track and manage sales reps out in the field. Turn your employees' iPads, iPhones, Android, or any feature phone into a cutting edge mobile-workforce management tool.
Set up geofences around customer sites to track and verify sale visits. Automate operations and lead dispatch using event-triggered workflow involving people, place, and time.
On-demand GPS location with mobile app. Dependable tracking using hybrid positioning (Wifi, and GPS) for indoors and outdoors support.
View sales reps real-time location, activity, and status on a map. A visual command-and-control dashboard available via the web or the mobile app.
Create work rules based on people, place, and time. Dispatch sales lead or get notified on events in the field such as arrival/departure time, delay and more.
GPS Time and Attendance solution using a sales rep tracking app that works on any smartphone. Provides dependable GPS tracking using hybrid positioning (Wifi, and GPS sensors) for indoor and outdoor locations.
Set up managers and crew to enable crew check-in. Users can collect any data, share location and communicate with the team via in-app messages.
Set up customer addresses and assign visits. Sales reps can see their assigned visits on the mobile app, mark job status along with notes, tasks and pictures.
Reps can view the customer assignments and access navigation help directly via the app. The system automatically computes mileage.
Sales reps can collect any data: notes, tasks, customer signatures, or use custom forms. View data in real-time or generate automatic reports.
Automate sales operations and monitor field activities using customizable IFTTT (If-this-then-that) rules engine. Generate real-time alerts, notifications, and reports based on any events/exceptions involving people, place, and time (ex: late arrival, departed early, etc.).
Exception reports and alerts for employees (or groups) who have not clocked-in by a certain time. Supports both on-demand and scheduled reports.
Add customers and assign visits to sales reps. Set up automatic reminders based on work schedule. Get alerts, notifications for missed visits.
Set up automatic alerts/reminders to reps based on their assignments and tasks. Example: forgot to submit a form, or missed attaching customer signature, and so on.
A calendar based scheduling system where sales reps schedules can be seen in one composite view and new scheduling assignments can be made. Dynamic jobs assignment process where sales employees get their schedules in real-time, based on their location, workload and job details.
Set up a custom schedule for each sales rep (or group) based on their work schedule and time zone. Assign “tasks”, and “jobs” (worksites).
Create custom “work rules” for each sales rep (or group) to automate schedule and dispatch based on the activity (or inactivity) from the field.
Assign ‘customers’, ‘jobs’, and ‘tasks’ for sales reps based on their work schedule. Users can view assignments on the mobile app and mark status in real-time.
Sales reps can view the most optimal route and access directions for their assignments via the mobile app. The system automatically computes mileage for each sales rep.
Automatic dispatch based on “work rules” and schedule. Sales reps get notified via text, email, custom voice call (IVR) or on the mobile app through a notification.
Scheduled and on-demand reports for location, time, visits, mileage, and more. Get real-time alerts based on activity (or inactivity) in the field.
Example: App turned off and so on. Export reports in various formats or integrate with any Payroll, CRM, or ERP systems!
Scheduled and on-demand location breadcrumb reports. Tells you where your employees have been and which “worksites” they visited during the day.
Tracks the distance traveled by mapping to the actual routes to give you accurate mileage reports for your team.
Tracks the total customer visits made each day and also how much time was spent at each customer site. Use geofences or just use “stoppage”.
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