Products • Mobile
Field Visit Management (Mobile)
Built for sales agents, collection executives, and field engineers.
A cross-platform Expo mobile app for field force, sales executives, and collection agents. Start your day, accept tasks, visit customers, capture orders, take payments, and check in/out — all with GPS tracking, photo capture, and full offline support that syncs when you reconnect.
Highlights
- Start-day / End-day session with GPS check-in
- Auto-tasks from CRM Deals, Sales Orders, and Overdue Invoices
- Visit history with photo capture and customer signature
- On-the-spot Sales Order entry with stock check
- Collection entry — instant Receipt Voucher in Accounts
- New customer registration → CRM Lead + Party Ledger on approval
- Barcode / QR scanning for warehouse picklists
- Biometric / PIN login, offline-first with sync queue
- Push notifications via Expo for new tasks and approvals
- Self-service: apply leave, view payslip, mark attendance
Modules
Start DayMy TasksVisitsCollectionsSales OrdersNew CustomerPicklist (Warehouse)Self-ServiceApprovals
Technology Stack
Expo (React Native)TypeScriptZustandReact Native MapsExpo Barcode ScannerSignalR (real-time chat)AsyncStorage (offline sync)