Field Employee tracking, Visits, attendance, App - SAAS Modal

SAAS Model with the following.

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This App is for Field Salesmen Complete Tracking of Customer Visits, route plan, attendance, leaves, Amount Collection from Customer, Live location, customers additions

Attendance, Travel History:
Field employees and Manger attendance Punch in and Punch out with Location.
Field Employee can Request Leave
Field employees Travel history in Map with timings to be noted

Employee Weekly Route Plan:
Field Employees will Submit His weekly plan to his manager, Field Employees will select Day then he will get his Area list, the he need to select Area then he will get Customer list for that Area then he need to select Customers List that he want to visit for that day,
Manager Will Approve His Route plan
Customer Adding and Visit Adding :
Customer Adding - Field Executive will go to Customer Place and will pin the location,then he will Add Customer Details 1. Name, 2.Business Name, 3.customer type 1(Drop Down), 4.Customer Category (drop down) 5.Business Adress 6.Phone Number, 5
7.Area( Route Area).
Visit Adding;
1.Search Customer List.
Select Customer( Already Added customer will display )
2.Visit Type ( Drop Down List of 5 options).
( Only selects if field employee near by 50mtrs of customer location).
3.Notes box ( Optional to enter)
4.Confirm to Visit Start ( Field employee will start once visit time )
5.Visit Close ( Records duration of the field employee spent time at customer
6. Visit Output -
a). Drop-down list ( 1.Met Customer, 2. Not met Customer, )
b) Visit Notes -
c) Next Follow up Date.
7:Payment Taken/ Given : Drop Down : YES/NO
If select YES Below Options need Highlight
Amount Collection : Field Employee will collect Amount from Customer so
1. Collected : Dropdown List ( Yes/No )
2. Mode of Payment : Drop Down List : (Cash/ Cheque)
3. Amount Collected Rs: Number Box
Customer Will get SMS saying that Rs. XXXX received as Cash/ Cheque.
Amount Given : Some time Field Employee need to give amount to Customers, so field employee need to submit details
1. Mode of Payment : Drop Down List : (Cash/ Cheque)
2. Amount Collected Rs: Number Box
Customer Will get SMS saying that Rs. XXXX given you as Cash/ Cheque.

7. Submit Visit

Field Employees Expenses:
Field Employees will submit their Daily Expenses
1.Travel Allowance
a) total KM travel
( Text Box)
b) travel Amount
( Number Box)
Food Allowance Rs :
( Number Box)

Other Expenditure
Details : ( Text Box)
Amount : ( Number Box)
Submit
Tasks :
Manager Will Give Monthly Taks :
1.Field Employees will select the Taks inputs Updates, updates need to display date wise
2. Field employee will raise to request to close the task after completing the task
Maneger will select taks as complete once taks finish from his login.




Manager Login;
Manager should have all reports of field employees

1.Live Location and time vs location history on map,
2. Visits reports
3. Payment Collections, Received report
3. Expenses Report and approval authority
4. New Customer Added Visits
5. Route plan and Route plan approval
6. Route plan vs Actual Visits
7 . Next follow up Visits
8. Task Reports and task Completed Authorisations
9. Attendance and Leaves report and Leave Approval authority.
And More

Admin: All Above in Manger roll reports + other Mangers & their staff Report + admin features like adding Managers, Team Allocation, + Managers Reports

Admins can register and run free trail

Super Admin : Admins controls and their Useability controls