Sales Rep Tracking App Using Any Phone

GPS Tracking App supports Android and iOS Devices including phones, notepads

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.

GPS Tracking with Geofencing

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.

Routing and Mileage

Reps can view the customer assignments and access navigation help directly via the app. The system automatically computes mileage.

Collect Any Type of Data

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 Using Smart Workflows

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.).

Sales Reps Not Clocked-In

Exception reports and alerts for employees (or groups) who have not clocked-in by a certain time. Supports both on-demand and scheduled reports.

Alerts and Notification

Add customers and assign visits to sales reps. Set up automatic reminders based on work schedule. Get alerts, notifications for missed visits.

Smart Reminders

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.

Automate Scheduling and Dispatch

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.

Job Dispatch via Geofencing

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.

Routing and Mileage

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 Job Dispatch

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.

Integration with Payroll and handling complex rules for payroll

Time & attendance needs to handle complex payroll calculations (e.g. variable pay rates) and eliminate the manual and time consuming process of reconciling time-logs from the field for payroll processing.

Basic time tracking solutions are unable to handle the complex jobs tracking & payroll requirements of mid-size and enterprise businesses. First, highly accurate time tracking prevents payroll teams from having to manually fix and update errors in time sheets. Second, the time tracking system integrates with any payroll system so that employee hours & mileage can be synced without any manual process. And third, businesses can define and apply complex rules to handle varying pay rates for employees and for jobs so that payroll processing is faster and easier.

Location History Reports

Scheduled and on-demand location breadcrumb reports. Tells you where your employees have been and which “worksites” they visited during the day.

Mileage Reports

Tracks the distance traveled by mapping to the actual routes to give you accurate mileage reports for your team.

Visit Audit Log

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”.