The complete field execution
workflow.
Six steps that take you from a morning plan to a closed deal, with absolute proof at every stage.
1. Plan
Territory and route assigned for the day — every rep knows exactly where to go before they leave home. No more guessing games in the morning.
2. Visit
Check-in verified against the outlet's real GPS location, not whatever the rep's phone claims. Out-of-range check-ins are flagged immediately.
3. Prove
A photo, a note, sometimes a signature — captured on-site. The camera opens directly so old gallery photos can't be uploaded.
4. Capture
The order, the lead, the prescription interest — whatever this trade calls a result, recorded on the spot and synced instantly.
5. Follow up
A task with an owner and a due date — not a mental note that quietly disappears. Overdue items are flagged on the manager dashboard.
6. Review
The manager sees it the same day, from a dashboard — not from a phone call three days later. Problems are caught while they can still be fixed.