Planning and Scheduling
Manage your reps’ visits efficiently without having to step out of your office or making numerous calls on the best free scheduling software.
Locate your representatives and help them utilise their time wisely meanwhile also managing demand for your services better!
- View reps’ updated locations every 30 mins (Google maps)
- Access reps’ visit data
- View and edit their calendar (Add/delete visits)
- Give controlled discretion to reps on their visit scheduling
We at FieldTrack know that a satisfied customer is the best business strategy of all!
Our software therefore provides you with features that’ll help you maintain your customer relationships by not only retaining the existing ones but by also adding on to your customer base.
- View consolidated client records / client history
- Customize client fields
- Identify new prospects
- Import/export customer lists
Make efficient use of your human resource by increasing their productivity! Know what locations your reps are at and which one do they prefer. Appoint the best suited reps to the clients in their vicinity for swift service.
- Zone and sub-zone allocations
- Multiple location management
“A penny saved is a penny earned” which is why FieldTrack focuses on saving your every cent!
Beware of little expenses
For a small leak may sink a great ship!
Our software helps its users to :
- Track the time taken by their reps for task completion
- Record their mileage
- Estimate costs accordingly
- Increase quality by expense management
Collect and share data with utmost ease at the blink of an eye using our forms.
This software gives the user discretion to make as many forms as required with a lot of customising options that can be played with to make the forms as simple and as convenient as can be !
- Pre-built forms/sample forms available
- Easy form customization (options of including radio button/drop-down lists and many more)
- Sharing and instant uploading of forms
- Mobile friendly options for building as well as feeding information even while in field
Get access to a number of intelligent reports that’ll help you throughout your task management process ranging from reps’ information to the clients’!
The collected data can be used to automatically generate insightful reports without much efforts so as to get fruitful results from the findings.
- Attendance sheet
- Word Order
- Client’s location chart
- Products/services reports
- Data presentation through charts
FieldTrack integrates with a pool of your favourite apps and softwares to make your work easier for you while you do your business.
- Google Calendar
- Google Maps
Other Included Features
FieldTrack lets you easily import or export your existing customer data file to the App and have a one stop location for all your customer contact information
Get all your customers’ information at one place. Know their work order history to provide them with better services
Manage your sales and products’ inventory better with FieldTrack’s product management feature
With invoice tracking, remain updated with your cash and receivables to keep your balance sheet right!
Monitor your reps’ work hours and attendance daily and improve your reps’ productivity with FieldTrack’s Attendance Management system
Add photo capture option to your forms and enable your reps take photos of the site of their work order!