Field Sales
Give your sales reps the tools to sell smarter on the road — online or offline.
Key Capabilities
Route planning, visit tracking, mobile ordering, and commission management in one app.
Route Optimization
Three tiers: basic nearest-neighbor, OpenStreetMap real-road routing, or Google Maps with live traffic. Bring Your Own Key supported.
Mobile PWA + Offline
Full Progressive Web App with service worker. Reps can browse products, view customer data, and create orders even without internet — syncs when back online.
Beat Planning
Assign customers to recurring "beats" (weekly routes). Auto-generate planned visits, optimize stop order, and track visit completion rates.
Commissions & Targets
Configurable commission rules, bonus tiers, and sales targets. Calculate commissions automatically, route through approval, then pay.
How It Works
Plan the Week
Beats generate planned visits automatically. Managers review the schedule, adjust stops, and run route optimization for shortest travel time.
Visit & Sell
Reps check in at each customer with GPS verification. Browse the product catalog, check real-time stock, and place orders on the spot.
Track & Pay
Managers see visit completions, field orders, and collection data in real time. Commissions calculate automatically at period end.
Visit tracking map screenshot
GPS-Verified Customer Visits
Reps check in and check out at each customer location. GPS coordinates are recorded at both points and compared against the customer's registered address using configurable geofence rules.
- Check-in and check-out GPS capture with timestamp
- Geofence rules define acceptable radius per customer
- Override option with manager-visible flag for edge cases
- Visit duration calculated automatically from check-in/out
- Full visit history per customer with notes and outcomes
Beat route map screenshot
Beat Routes & Optimization
Beats are recurring customer groups — "Monday Downtown", "Wednesday Industrial Zone". The optimizer arranges stops for minimum drive time, estimates duration per visit, and shows the route on an interactive map.
- Three optimization tiers: Basic (free), OSM (free, real roads), Google (live traffic)
- Estimated duration per visit, total drive time, and distance
- Route geometry displayed on Leaflet.js map
- Optimization log tracks before/after distance improvements
Field order form screenshot
Field Orders & Payments
Reps create orders directly from the customer visit. Products pull from your main catalog with real-time stock checks. Orders flow through approval, then convert to sales orders and invoices automatically.
- Product catalog with price lists assigned per rep/territory
- Real-time stock availability check before order submission
- Approval workflow: submit → approve/reject by manager
- Approved orders convert to Sales Orders with one click
- Field payment collection with verification workflow
Works Seamlessly With
Put Your Sales Team on the Map
See how Field Sales turns windshield time into selling time — with real routes, real orders, and real commissions.