Visit reports that cannot be verified
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Sales rep tracking and task assignment: know which visits happened, not which were reported
Field force tracking for sales reps, collectors and technicians: visit confirmation by location, route coverage, and time actually spent with each customer.
Challenges we solve
Uneven territory coverage
No link between visits and orders
What you get
- Check-in confirmed by GPS at the customer location
- Planned versus actual visit comparison
- Time spent per customer
- Territory coverage heat map
- Card-sized or phone-based tracking
- Odoo CRM and Field Service integration
Operational benefits
- Visit reports you can trust
- Better territory planning
- Orders linked to real visits
Assign tasks to reps and follow them up
Sales rep tracking is more than a dot on a map: assign tasks from the control panel, reps receive them on their phone, and you see which were done, where and when.
Today's tasks in the app
Each rep sees the tasks assigned to them with the customer name, address and contact details, so the day is clear from the first minute.
Map of tasks and customers
Today's task locations and customer sites on one map, with navigation to reach each customer by the shortest route.
New tasks at any time
A supervisor adds a task or messages one rep or a whole team, and the phone gets an instant notification.
Start and finish of every task
Reps log when a task starts and ends in the app, matched against their actual location at the customer.
The outcome of every visit
Notes and the result of each task or visit reach the manager the same day, instead of paper reports at the end of the week.
Works when the network drops
Locations are stored while offline and sent automatically when the connection returns, so no part of the day is lost.
How it works
1
Issue a card tracker or install the app
2
Load the customer list and the visit plan
3
Compare plan against actual at the end of the day
Devices for this solution
QBIT
The smallest device in the range — children, elderly, lone workers.
MiniSOSTwo-way audio
Tracking Watch
GPS watch for children with SOS and safe-zone alerts.
WearableSOSSafe zone
PG201 Card
Credit-card sized tracker for staff and sales reps.
Card sizeRechargeable
Garmin GPSMAP 64s
Handheld GPS for survey, field and off-road work.
HandheldTopo maps
Technical capabilities
- GPS check-in validated against customer coordinates
- Card-sized tracker or phone app
- Visit plan import from Odoo CRM
- Coverage heat map per territory
Connects with
Odoo CRMOdoo Field ServiceWhatsApp API
Frequently asked
Is a phone app enough, or is a device needed?
A phone app is enough for most teams. A card tracker is used where the phone cannot be relied on or a separate record is required.
Does it track outside working hours?
It should not, and we configure it that way: tracking windows follow the shift.
Can I assign tasks to reps from the control panel?
Yes. A supervisor adds the task with the customer details and location; the rep gets it in the app with an instant notification and logs its start, finish and outcome.
Included in this solution
Ready to see it on your own operation?
Tell us your fleet size or your systems and we will put a proposal together.