Field app
The rep’s whole day, on one phone.
Plan in the morning, a short flow at every visit, orders at the counter and claims before home. It keeps working in a dead zone.
Monday 7 SeptemberMadhapur
- Day plan sentFive visits. Location recorded.
- Visit verified26 m from the clinic, inside the fence.
- Call report filed2 products discussed, 10 samples.
- Order booked₹9,634 with GST, sent for approval.
- Saved on the phoneNo signal. Sent at 16:05.
- Expense claimed₹480, receipt attached.
No signal in the hospital basement. The visit still counts.
When a rep has no signal, the app keeps working. Calls, visit reports, day plans and expenses are saved on the phone and sent in the order they were made once the signal returns.
If the server cannot be reached, the phone waits and tries again. If the server refuses an item, that one is set aside with the reason, the rest still go, and the rep sees it in the Sync Centre.
Work done in a dead zone still reaches the manager that evening.
Back online at 16:05. Nothing waiting.
- Call filed at Sri Sai Medicals, Hitech CitySaved on the phone at 13:50Sent 16:05
- Visit and call report, Dr. Yogesh PawarSaved on the phone at 15:12Sent 16:05
Signing in.
Every login is personal, and nobody else knows the password.
- Sign-in details arrive by email.
- Each person is emailed their company code, employee ID and a link to choose their own password.
- The starting password has to go.
- The app asks for a new password on first sign-in.
- A reset needs the inbox.
- Knowing an employee ID is not enough to reset a password. The link goes to the email on record.
What the app will and will not do.
- No tracking between visits.
- Location is recorded when a day plan is sent and at each visit. The app does not follow the rep in between.
- Never blocked from real work.
- By default a visit outside the fence is saved and flagged, not refused. Your company sets the radius and the policy.
- Simulated locations are caught.
- A phone that reports a mocked GPS position is flagged to the manager as a compliance event.
- Managers have their own version.
- Area managers open a manager build of the same app: their team, their approvals, and their own field work.
On the phone.
The modules a rep uses, shown only if the company has switched them on.
Field work
What the rep does between the first call and the last.
Day plans
The morning plan: work type, headquarters, cluster and visits, sent with time and place.
Visits and call reports
A distance check at every visit, then products, samples, feedback and the next visit date.
Tour plans
The month planned in advance, submitted whole, and approved by the manager.
Prescription audit
A chemist audit score captured on the call.
Clients
Doctors, chemists, hospitals and stockists, with a registered location for each.
People
The rep’s working life, on the same phone.
Attendance
Worked out from each day’s recorded work, alongside leave and holidays.
Leave
Applied for on the phone, decided by the manager.
Expenses
Claims against the day with receipts, sent as one claim for the month.
Payslips and documents
Each person sees their own on the phone.
Questions about the app.
Will our reps actually use it?
It is built around the rep’s day: one plan in the morning, a short flow at each visit, and claims on the same phone.
By default it never stops a rep recording a visit they really made. Outside the fence, the visit is saved and flagged for the manager instead of refused. Your company sets the fence radius and policy.
Does it work without signal?
Yes. Calls, visit reports, day plans and expenses are saved on the phone and sent in order when the signal returns. Orders need a connection.
Do you track reps all day?
No. The phone records its location when a day plan is sent and at each visit, and nowhere in between. There is no background tracking.
A phone that reports a simulated location is flagged to the manager as a compliance event.
Which languages does the app support?
English today.
Bring us one real field day.
In the demo we run one of your days through Mr Sales, from the morning plan to the evening review.
Book a demo