Medical Sales Software
FieldTrack helps your medical sales service business to streamline all service operations effectively. Plan your service calls, manage different teams, get data from the field and reports and make service delivery simpler.
Planning and Scheduling
FieldTrack provides a web-based job tracking solution to enhance your scheduling and job completion. Whether it is about recording the details of patients being visited by health care personnel or keeping a track of the visits and tasks being executed by them, FieldTrack helps document all the information.
- Up-to-date location of medical reps
- Respond to Customers with speed and accuracy
- Easy scheduling and dispatch of technicians
- Juggle the availability of your workforce
Customer Management
The FieldTrack software provides an organized customer database which enhances Client Search and helps maintain up-to-date customer information. It helps you to store all the information regarding the customer and view it as and when necessary.
- Manage customer information at one place.
- Generate Reports.
- Search any information
- Capture “Customer Notes”
Territory Management
With increased number of customers, chances are there that you might be late to serve your customers or miss them at all. FieldTrack makes job scheduling easy. Managers can quickly assign work to the team of healthcare professionals and keep a check on time taken to complete visits, territories covered in a day, their daily work-performance and much more.
- Tracking of assets, systems and customers
- GPS tracking software
- Zones, subzones and routes
- Route Optimization.
Expense Tracking
With FieldTrack, you will be able to keep track of equipment, schedule and manage field employees and maintain accurate accounting records resulting in a more efficient and productive business. This means more revenue and bigger profit margins. You will worry less about the small details and have the time to focus on more important activities like growing your company.
- Provide Estimates, Invoices, and payments
- Inventory availability
- Create a paperless process
- Track the time taken by reps
Dynamic Forms
FieldTrack gives you the advantage of making built-in Customized forms to provide to your customers quickly. Create your own forms and add your own fields to optimize the effectiveness of the form to cater to your changing needs.
- Capture customer signatures
- Connect the form to work orders
- Instantly Share and Upload forms.
- Use standards forms
- Easy customization available
Intelligent Report
FieldTrack provides instant access to Reports generated by the software which can help you and your Rep with On-The-Go information about customers and Work Orders.
- Manage schedules, customers and vendors.
- Never lose any data.
- Attendance Sheets
- Work Order Results
Integrations
FieldTrack has been integrated with a variety of different apps to make the software more convenient to use and to provide more efficiency to you while you carry out your business.
- Google Calendar
- Zapier
- QuickBooks
- Google Maps
- PayPal
Other Included Features
Import/Export
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
Customer Panel
Get all your customers’ information at one place. Know their work order history to provide them with better services
Product Management
Manage your sales and products’ inventory better with FieldTrack’s product management feature
Invoice Tracking
With invoice tracking, remain updated with your cash and receivables to keep your balance sheet right!
Attendance Management
Monitor your reps’ work hours and attendance daily and improve your reps’ productivity with FieldTrack’s Attendance Management system
Photo Capture
Add photo capture option to your forms and enable your reps take photos of the site of their work order!
