Territories, routes, appointments and visit logging live in one mobile app, and managers see coverage and results across the map.
Territories on a map
Managers draw territories by neighborhood or zip code and assign them to reps or teams. Coverage shows which streets have been worked.
- Territories by area or zip code
- Assignments by rep or team
- Coverage by street
- Do-not-knock lists
A rep's day on one screen
Today's appointments and stops in order, with directions and customer details. Visits, photos and signatures are saved on the phone without signal and sync later.
- 1 Territory assigned
- 2 Route planned
- 3 Visit logged
- 4 Appointment set
- 5 Sale recorded
A live field dashboard
Activity, appointments and sales by area and rep as the day goes. Location is recorded only during working hours and as your policy allows.
✕Territories on paper
✓Territories on a shared map
✕Notes entered at night
✓Visits logged on the spot
✕Sales retyped for install
✓Signed sale creates the job
From signed sale to delivery
A signed sale creates the install or service job, and commissions can be calculated from the same record.
The system handles
- Planning routes
- Logging location and time
- Updating the dashboard
Your people decide
- Drawing territories
- Customer conversations
- Pricing in the field
