Salesman can update outcome of visits, status and follow up action. System will remind to visit on follow up date. History of customer interaction is available to salesman.
Field staff simply do punch in and punch out to mark attendance. Location is automatically tagged along with time and date. System considers working hours, working days and holidays for making attendance and over time. Easy to take out various excel reports and PDF reports.
Process starts with back office operation looking at the booked order and assigning orders to delivery teams. Delivery team can view order list on mobile and arrange list with nearest location basis or it can be arranged based on date and time. Dispatch team visits the customers and based on feedback for customer has capability to edit order form. Dispatch team delivers material / services to customer and collect payment and update record in system. Back office monitors delivery in field. Various analytics can be pulled out for optimization of collection. Delivery cost can be optimized based on various learnings.