For the team on the road, signal or not.
Reps take orders at each customer's prices with the stock on hand, plan their visits and follow up leads. Drivers load the truck, run the stops in order and bring back proof of delivery. One Android app, on the phones they already have, that keeps working where the signal doesn't.
The right customers first
Customers sorted by what needs doing: an order that's due, a balance that's overdue, sales that are slipping. Plan my day fills the route from the same list.
- Balance, credit and overdue from your own books, before the door opens.
- Plan my day and optimize order put the stops in a sensible driving order on a map.
- Check in and out of visits, with calls, notes and store checks logged on the customer.
An order while the buyer is still there
Start from the customer's usual products, add today's deals, or scan a barcode. Their own prices and the live stock are on every line.
- Usuals, browse and deals in one screen.
- Scan barcodes with the phone's camera.
- Change a price or add a discount; it goes to a manager to approve before the order goes through.
Basements, back roads, walk-in coolers
Customers, the catalog with each customer's prices, today's route and the driver's run are kept on the phone. When the signal drops, the work doesn't.
- Orders, check-ins, deliveries and notes are saved on the phone and sent when the signal is back.
- Kept fresh by itself on Wi-Fi, or downloaded in one tap before heading out.
- Waiting to send shows exactly what hasn't gone yet, so nothing gets lost.
Tomorrow's deliveries, planned today
Deliveries waiting for a truck show up on the dispatch board. Plan the runs in a few clicks and follow them on the road.
- Tick the stops, pick a driver, plan: each customer becomes one stop with all its documents.
- Driving order and truck capacity, worked out for you.
- One pick list for the day for the warehouse, then a live truck map while runs are on the road.
From the loading dock to the last stop
The load list in loading order, the next stop with its receiving hours and drive time, and a signature and photo at the door.
- Load list: tick each product as it goes on the truck; record shorts before leaving.
- Arrival times and receiving hours, with a warning when a store will be closed by the time you get there.
- Proof of delivery with signature and photo; a stop that can't be delivered goes back on the board with the reason.
The details that matter.
New prospects captured on the road, with photos, followed up until they order.
Reminders for a rep or from a manager, with due dates.
Territories by ZIP code, each with its rep and customers.
Orders over the credit limit, for a customer on hold or with a changed price wait for a manager.
Deals with start and end dates, applied automatically when an order qualifies.
Short question lists for reps to fill in at the customer: displays, end caps, prices.
Payments collected on the road post to the books once.
Reps share their location only during a workday they start; drivers only while a run is on the road. You can switch it off.
The app runs on the Android phones your team already has; everything also works in a phone's web browser.
Unlock the app the way you unlock the phone.