Mobile sales for field teams — orders, routes, invoices, offline.
Covers Direct Store Delivery, Pre-Sales, Merchandising, and Collections. Supervisors plan routes and monitor reps live. Agents visit customers and issue invoices — with or without internet.
Good morning,
Jake Morrison
Sales
$8,430
Orders
12
Visits
7/10
Today's Route
QuikTrip Corp.
DSD
Kroger #1142
Pre-Sales
Walgreens Inc.
Collection
Target Stores
DSD
How It Works
Three steps. One continuous loop.
Intelligent Route Planning
Before the day starts, the system does the heavy lifting. Routes are automatically generated and optimized based on customer agreements, orders, visit frequencies, vehicle capacities, and time windows — no spreadsheets, no manual juggling.
- Solves TSP/VRP — single-route and multi-route optimization
- Respects constraints: depot, load capacity, time windows, visit rules
- Integrates with ERP calendars, agreements, and delivery schedules
- Supervisors review, tweak, and publish the final plan
Efficiency
94%
Total stops
31
Capacity used
81%
Jake Morrison
12 stops · 142 km
92%
load
Sara Lindqvist
9 stops · 98 km
74%
load
Tom Ackerman
10 stops · 117 km
78%
load
Guided Mobile Execution
Field agents receive the optimized plan on their mobile device, pre-loaded with all ERP master and transactional data. The app walks them through every step of each visit — from opening the day to closing the last invoice.
- Full ERP data on-device: customers, pricing, inventory, order history
- Org-defined visit workflows: steps, tasks, forms, and sign-offs
- 100% offline — works in basements, cold stores, and remote areas
- Transactions sync to ERP in real time as connectivity returns
Good morning,
Jake Morrison
Kroger #1142
Pre-Sales · $3,200 avg order
Remaining Today
Walgreens Inc.
Collection
Target Stores
DSD
QuikMart #8
Pre-Sales
AI-Powered Supervision
Supervisors see the full picture in real time. AI agents run continuously in the background — detecting anomalies, reconciling data, surfacing insights, and autonomously executing pre-approved actions so nothing slips through.
- Live map: every rep's position, progress, and deviations
- End-of-day reports: performance, collections, and variances
- AI agents flag churn risk, route violations, and cash discrepancies
- Autonomous actions: auto-escalate, auto-reconcile, auto-reorder
Reps active
11
Orders done
87
Collections
$41k
On route
96%
AI Agent Activity
Anomaly Agent
Route deviation: Rep #14 off-plan 22 min
Reconciliation Agent
ERP sync complete — 0 discrepancies
Insight Agent
Kroger #1142 order down 40% — churn risk
Automation Agent
Auto-reorder executed: SKU-771 (threshold hit)
Key Features
Cross-Platform — iOS, Android & Windows
Field reps work on iOS and Android phones and tablets. Supervisors and back-office users can access the platform from Windows notebooks and PCs — the same data, everywhere.
Real-Time Customer Data
Instantly retrieve customer information, order history, and preferences to personalize every interaction.
Seamless Order Management
Create, modify, and process orders directly from the app, reducing paperwork and delays.
Route Optimization & Smart Planning
Plan routes that respect vehicle load capacity, time windows, visit frequency rules, and depot locations — automatically calculating the most efficient sequence. Supervisors see all reps live on the map and can replay any rep's route history to review actual vs planned.
Offline Mode
Work without an internet connection and sync data automatically when back online.
Analytics & Reporting
Gain insights into sales performance, customer behavior, and key metrics.
ERP Integration
Connect with your existing CRM, ERP, and inventory systems for a smooth workflow.
Complex Pricing Engine
Apply multi-tier pricing rules, volume discounts, mix-and-match promotions, trade agreements, and time-limited offers — all resolved in real time on the device, straight from ERP pricing data.
Visit Geofencing
Enforce location compliance: the app validates that the rep is physically at the customer's location before allowing a visit to be started — no ghost visits, no fraudulent check-ins.
On-the-Spot Payment Collection
Collect cash, cheque, or card payments at the point of delivery. Issue receipts instantly, reconcile collections at end-of-day, and sync every transaction to the ERP automatically.
Mobile Inventory Management
Manage van and field inventory end-to-end: receive stock at the depot, load vehicles, track lots, batches, and expiration dates, record returns, and monitor live stock levels — all from the mobile app.
Barcode & QR Scanning
Scan product barcodes and QR codes to instantly add items to orders, verify deliveries, and perform stock checks — fast and error-free.
Agreement-Based Visit Planning
Set up recurring visit schedules per customer — weekly, bi-weekly, monthly, whatever the deal is. The system automatically includes them in route generation on the right days, so no customer gets forgotten and no rep has to remember who's due for a visit.
Structured Day Workflows
Define exactly how your reps' day unfolds — start-of-day prep, mid-route execution, and end-of-day close. Set required steps, optional steps, and the sequence for each phase. Every rep follows the same playbook, every day.
Electronic Document Delivery & Register
Print invoices and receipts to portable Bluetooth printers on the spot, or send them electronically the moment the visit ends — via Email, WhatsApp, Viber, or SMS. Configurable rules control which document goes to whom and when. Every document issued is stored in a central register, giving back-office teams instant access, delivery status, and a full audit trail. Supports ZPL-based printers (Zebra and compatible) and fiscal printers such as Datecs and Tremol.
Smart Forms & Back-Office Workflows
Define your own digital forms — structured, validated, and mobile-ready. Field reps fill them in on-device; submissions flow to the back office for review and approval. Cover start-of-day checklists, expense claims, customer feedback, incident reports, and more — no paper, no email chains.
AI Agent Capabilities for Field Sales
Background AI agents continuously watch your field sales data — detecting anomalies, reconciling records, and surfacing insights.
AI agent features are currently available to invited customers. Contact us to join the early access programme →
Route Pattern Analysis
Agents identify optimal visit patterns across rep routes, flagging inefficiencies and suggesting schedule improvements based on historical performance.
Collections Anomaly Detection
Unusual payment collection behaviour — overrides, skipped customers, cash discrepancies — is detected and escalated in real time.
Order Variance Monitoring
Agents compare ordered vs. delivered quantities across the fleet, auto-reconciling short deliveries and flagging systematic gaps.
Customer Churn Signals
Declining order frequency or visit skips trigger early-warning signals so sales supervisors can intervene before a customer is lost.
Gallery
Browse app screenshots and interface walkthroughs — see exactly what the solution looks like in action.
Use Cases
Direct Store Delivery (DSD)
Deliver products directly to retail stores with full route management, invoicing, and payment collection on mobile.
Pre-Sales
Take orders during customer visits and sync them to the ERP for fulfillment — without needing connectivity in the field.
Merchandising
Execute planogram compliance checks, capture shelf photos, and report stock levels from the store floor.
Collections
Collect payments, issue receipts, and manage credit checks directly from the mobile app.
ERP Integrations
Industries
Pricing
Subscription-based pricing — named user, per month.
Mobile Sales Agent
- ✓ Field Sales & Field Service app access
- ✓ Offline-first operation
- ✓ ERP integration
- ✓ AI-powered insights
Mobile Warehouse Agent
- ✓ Warehouse app access
- ✓ Online real-time operation
- ✓ ERP integration
- ✓ Barcode & QR scanning
Supervisor
- ✓ Portal Access
- ✓ Route scheduling
- ✓ Team monitoring
- ✓ Analytics dashboard
Vehicle (Tracking)
- ✓ GPS real-time tracking
- ✓ Telematics & CAN data
- ✓ Driving behaviour monitoring
- ✓ Compliance & expiry alerts
- ✓ AI-augmented fleet insights