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Field team management

Run your field team like it's in the room.

Every executive, visit, claim and kilometre in one live view. Managers plan, dispatch and approve from a web console; the field works from a mobile app — both on the same data, in real time.

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Uses your existing suite account · explore safely with the one-click demo world

Where is my team right now?
Answered. Live. ✓
LIVE MAP · TODAY
RS MK CG SK
RS · on site 32 minMK · moving 34 km/hCG · overdueSK · GPS off
Visits done18 / 25
Sound familiar?

Every field manager asks the same three questions.

“Did anyone actually visit Sharma & Sons this month?”
“Are these kilometre claims… real?”
“Who's free near Karol Bagh at 3 pm?”

FieldForce answers all three — live, from real signals, with the receipts attached. Scroll on: the manager's view, the executive's day, and the owner's numbers. ↓

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years of product engineering behind the suite
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business modules on one sign-in — CRM to AI
24×7
field visibility, sign-in to sign-out, every working day
1
platform from the morning punch to the approved claim
Three seats, one system

Built for the manager, the executive, and the owner.

“Assign, approve, done by 9:40.”
For the manager

A morning that runs itself

Open Today: who's late, what's overdue, what needs your approval — each one click from the fix. Auto-assignment clears the pool; you handle the exceptions, not the routine.

“My day's on my phone. Claims too.”
For the executive

Less admin, fair credit

The day plan on the phone, check-ins that prove the visit happened, claims raised in seconds with live status — and tracking that stops the moment they sign out. Fair both ways.

“Claims down 18%. Visits up.”
For the owner

Numbers that reconcile

Coverage vs plan, claims vs tracked kilometres, value captured in the field — reports that read from the same live data as the screens, so no two dashboards ever disagree.

One platform, many field days

Whatever your field team does, there's a story here.

Four ways real teams run FieldForce — the tabs advance on their own, or click through.

Every drop, proven and priced

Morning: the day's deliveries pool in and auto-assign along beats and road distance. Each drop is a typed visit — check-in at the customer pin, photo proof in the comments, outcome on the way out. Returns ride the same rail as a visit type of their own. By evening the summary report already knows drops done, km run and the fuel claim they justify.

  • Auto-assignment by route and load
  • Photo proof at check-in/out
  • Claim vs tracked km, reconciled daily
DELIVERY RUN
Drop 1 · Verma Traders ✓ 10:04
Drop 2 · City Hospital ✓ 11:22
Return pickup · Apex ⏳ 12:30
Run progress7 / 11

The calendar everyone can trust

Sales and consultation teams live on scheduled meetings. The pool shows every appointment on a list, a map and a month calendar; auto-suggest builds each rep's route with travel time between slots; overdue-now flags the meeting that's slipping while it can still be saved. The client record — CRM fields included — travels with the visit.

  • Calendar & route planning with clash detection
  • Overdue-now — late but recoverable
  • CRM custom fields on the visit
TODAY'S MEETINGS
10:00 Sharma & Sons ✓
11:30 Sunrise Pharmacy · overdue 12 min
14:00 Apex Electronics · en route
Coverage58%

Fix it once, document it forever

Service teams need proof of work: the check-in form captures the fault, the check-out form captures the fix, and check-out can be blocked until the form is in. Outcomes carry sentiment so repeat-visit patterns surface, and the visit history — photos, forms, remarks — is the service record your warranty team wishes it had.

  • Mandatory forms at check-out
  • Photo evidence in the visit record
  • Outcome sentiment reveals repeat offenders
SERVICE TICKET
AC unit · error E4Checked in 11:12
Fix form ✓ · 2 photos
Outcome: Resolved · Positive
On site38 min

No check-ins, still accountable

Door-to-door sales and collection agents can't tap a button at every door. Roaming mode detects field stops automatically from the GPS trail — visit activity with zero taps — and the learned-territory radar alerts only when someone drifts out of their own usual patch. Collections raised on the spot land as recorded value against the day.

  • Auto-detected field stops (≥ 8 min)
  • Learned territories, nothing to draw
  • Value captured recorded per day
ROAMING DAY
Stop · Market Rd · 22 min
Stop · Sector 12 · 14 min
Outside usual patch · 4.2 km
Collections₹34,500
The moment something slips

You find out now — not at month-end.

Late sign-ins, missed check-ins, a fence crossed, GPS switched off mid-route — the console turns them into alerts the moment they happen, on the dashboard and as push notifications. The field knows the system notices, so most of these stop happening at all.

  • Late & missing sign-in flags, with visits at stake
  • Geofence exits and out-of-radius check-ins
  • GPS-off and mock-location detection mid-day
  • Overdue-now bucket — late but still saveable, so you can call ahead
How the signals work →
⭕ Geofence · just now
Rakesh exited “Sadar Market” territory
4.2 km beyond his usual patch · view on map
🕐 Attendance · 09:47
Not signed in — 3 visits assigned today
No pings yet · tap to nudge
✅ Resolved · 10:02
Signed in at HQ gate — selfie verified
The nudge worked. Day back on track.
Live tracking

Where is everyone? Answered, permanently.

A live map of the whole team between sign-in and sign-out — with presence that means something: moving, in a meeting, idle, on a break, unreachable. And when the day ends, it isn't gone: every day is a replayable timeline of movement, halts and visits.

  • Presence from signals, not self-reporting — speed, halts, check-ins
  • Battery & network health beside every location fix
  • Mock-GPS and GPS-off detection so you act on facts
  • Privacy by design — tracking stops at sign-out, always
Explore live tracking →
The FieldForce Today dashboard — KPI tiles, needs-attention feed and live team board
📸 Real console — the Today dashboard with the live team board
The FieldForce dispatch pool — appointments with statuses, executives and demo data
📸 Real console — the dispatch pool (with the demo world loaded)
Visits & dispatch

The right visit, the right person, the right order.

Pool the day's appointments and let the console propose the plan: assignments by beat fit, real road distance, workload balance and fair rotation — every decision logged with its reason. You stay in charge: stage, adjust, then commit to the field's phones in one click.

  • List, map and calendar views of the whole pool
  • Road distances cached so each pair is priced once, ever
  • Explainable auto-assignment — never a black box
  • Day sheets printable per executive
Explore dispatch →
Attendance & approvals

Attendance that proves itself. Approvals that don't pile up.

Sign-in happens where work happens — restricted to sites, site pools or territories, verified by selfie, face match or office Wi-Fi. Behind it: shifts, holidays, leave with half-days and times, punch fixes, and one approvals inbox that greets the manager with everything waiting on them.

  • Geo-fenced punches with per-member rules and radii
  • Face & Wi-Fi verification options per policy
  • One inbox: expenses, leave, punch fixes, override requests
  • Region-wise holiday packs and CSV import
Explore attendance →
The FieldForce approvals inbox — expenses, leave, punch fixes and field requests
📸 Real console — the approvals inbox
FieldForce beats and PJP screen — journey planning and due visits
📸 Real console — beats, patterns & due visits
Beats, PJP & expenses

A plan that never forgets. Claims that reconcile themselves.

Class your clients, group sites into beats, and the generator writes each executive's calendar weeks ahead — then watches for the A-class client slipping through. Meanwhile every travel claim lands beside the GPS-tracked kilometres of the same day. Differences become conversations, with data.

  • Client classes drive visit frequency
  • Due-visit intelligence feeds dispatch
  • Claim vs tracked km, reconciled daily
Beats & PJP →Expenses →Reports →
See it in action

Inside the console.

A glimpse of the field day — the slides advance on their own, or swipe through.

FieldForce live map — the whole team on one map
🛰️ Live Map — the whole team, one map, real time
FieldForce reports — eleven built-in reports with drill-downs
📊 Reports — every angle of the field day, drillable and exportable
FieldForce client visit register — per-executive assigned, done, missed and pending
🤝 Visit register — assigned, done, missed and pending, per executive
Everything a field operation needs

From "where is everyone?" to a plan, a route and a receipt.

Each capability is a full module with its own deep-dive page.

🛰️

Live tracking & timelines

Live map, replayable day trails, battery & GPS health, mock-location detection, stay-points for roaming teams.

Explore →
🕐

Geo-verified attendance

Sites, site pools and territories; selfie, face and Wi-Fi checks; shifts, leave, holidays and punch fixes.

Explore →
📋

Visits & smart dispatch

Appointment pool, route suggestions, rule-based auto-assignment with logged reasons, day sheets, bulk actions.

Explore →
🧭

Beats & PJP

Client classes, beats, recurring journey patterns, generated calendars, coverage and due-visit intelligence.

Explore →
💰

Expenses & claims

Heads with rates and caps, approver workflow, requester status view, claim-vs-tracked-km verification.

Explore →
📊

Reports & compliance

All-rounder reporting — every aspect of the field day with drill-downs and CSV; speed, hours and fraud sweeps daily.

Explore →
⭕

Geofences & territories

Circles and drawn polygons grouped into territories that drive sign-in restriction and beat containment.

Explore →
📝

Forms & outcomes

Check-in/out forms, outcome sentiment, success definitions per visit type, responses linked to visits.

Explore →
🧩

Part of a full suite

CRM, analytics, HR, helpdesk, marketing, messaging and AI — one account, modules that talk to each other.

See the suite →
Getting started

Live in an afternoon, not a quarter.

Sign in with your suite account

No new accounts, no migration. Your users, roles, customers and branding are already there — FieldForce is a module, not another silo.

Set the rules once

Attendance groups, appointment types, beats, expense heads — or start from presets and the one-click demo world to see everything working before touching real data.

Watch the day run itself

The field signs in on the app, visits auto-assign, the map fills, approvals queue up, and reports write themselves from what actually happened.

One account, a whole business suite

FieldForce is one module of many — and they make each other better.

The same sign-in runs your CRM, analytics, HR and messaging. A completed visit can update the deal in the CRM, push its numbers into analytics, hand a service issue to the helpdesk, or trigger a WhatsApp follow-up — add a module and the ones you already use grow new abilities. See how the suite fits together →

CRM & Salesvisits update your deals Sales Analyticsfield numbers, deep-dived HRIMSattendance flows to payroll Helpdeskfield faults become tickets Marketingcampaigns follow visits WhatsAppconfirmations & follow-ups RCSrich branded messages Telephonycalls logged to the visit AI Studioask questions of your data Commerceorders raised in the field
Questions managers actually ask

FAQ

Does it track my team after working hours?

No — and this is a design rule, not a setting. Location is captured only between sign-in and sign-out. When an executive signs out, tracking stops. Their evening belongs to them.

My team does door-to-door work with no fixed appointments. Does this still help?

Yes — that's what the roaming mode is for. Field stops are detected automatically from the GPS trail, so you see visit activity without anyone tapping a check-in, and the learned-territory radar only alerts when someone leaves their own usual working area.

How does auto-assignment decide who gets a visit?

A transparent rule ladder: eligibility first (on the field team, under their daily cap), then beat fit, then real road proximity, then workload balance, with least-recently-assigned as the tie-breaker. Every decision is logged with the rule that made it — you can always answer "why them?".

Can executives fake their location or attendance?

The platform flags mock-location apps, long GPS-off gaps and check-ins outside the site radius, and supports selfie, face and Wi-Fi verification at punch time. No system makes fraud impossible; this one makes it visible.

Do we need to install servers or migrate data?

No. FieldForce runs in the cloud on the same account as the rest of your suite. If you already use the CRM, your users and customers are there on day one.

What happens to our data if we stop using it?

Your employer account controls the data throughout — see the privacy policy for the full picture, including what is stored and for whom.

See your team on the map in minutes.

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