Field Sales App Features
The Open Core Field Sales App is designed specifically for field sales representatives to manage their daily sales activities, client relationships, and field operations.
Dashboard
The home screen provides:
- Attendance Status: Current check-in/check-out with location
- Tracking Status: Real-time tracking indicator
- Visit Summary: Today's visits count and status
- Quick Stats: Key metrics at a glance
- SOS Button: Emergency alert functionality
Client Management
Client List
- View all assigned clients
- Search and filter clients
- Sort by name, location, or recent activity
- Client status indicators
Client Details
- Contact Information: Name, phone, email, address
- Location: GPS coordinates with map view
- Visit History: All past visits to this client
- Orders: Order history and pending orders
- Notes: Client-specific notes and preferences
Add/Edit Client
- Create new client records in the field
- Update client information
- Set client location using GPS or map picker
- Add contact persons
- Assign client categories
Nearby Clients
- Map view of clients near current location
- Distance-based client discovery
- Quick navigation to client location
Visit Tracking
Check-In/Check-Out
- GPS-Based Check-In: Location-verified visit start
- Check-Out: Mark visit completion with summary
- Visit Duration: Automatic time tracking
- Visit Notes: Add notes during or after visit
- Photo Capture: Attach photos to visits
Visit Features
- Purpose selection (sales, service, collection, etc.)
- Outcome recording (successful, follow-up needed, etc.)
- Next action scheduling
- Visit summary and reports
Visit Statistics
Real-time analytics dashboard:
- Total visits today/week/month
- Visit completion rate
- Average visit duration
- Visits by purpose
- Geographic coverage
Real-time Location Tracking
GPS Tracking
- Continuous background location tracking
- Configurable distance filter (10-500 meters)
- Low battery consumption optimization
- Track accuracy indicators
Activity Recognition
Automatic detection of:
- Walking: On foot movement
- Driving: Vehicle travel
- Stationary: At location (potential client visit)
- Running: Quick movement
Device Status Monitoring
- Battery level tracking
- WiFi connection status
- Signal strength monitoring
- Charging status
Tracking Controls
- Start/stop tracking manually
- Auto-start with attendance check-in
- Auto-stop with attendance check-out
- Tracking status indicator
Offline Support
Offline Capabilities
- View cached client data
- Record visits offline
- Queue location data for sync
- View downloaded maps (if configured)
Automatic Sync
- Background sync when online
- Bulk upload of offline data
- Sync status indicators
- Manual sync option
Offline Storage
Data stored locally using Hive:
- Device status logs
- Activity recognition data
- Pending visits
- Client cache
Attendance Management
Check-In/Check-Out
- GPS-verified attendance
- Location display with address
- Shift information
- Break time tracking
Attendance History
- View past attendance records
- Filter by date range
- Total hours worked
- Late/early indicators
Field Tasks
Task List
- View assigned tasks
- Filter by status (pending, in-progress, completed)
- Priority indicators
- Due date tracking
Task Details
- Task description and requirements
- Associated client
- Expected completion time
- Attachments and documents
Task Updates
- Update task status
- Add progress notes
- Upload completion photos
- Mark task complete
Sales Targets
Target Dashboard
- Current period targets
- Progress visualization
- Achievement percentage
- Comparison with peers
Target Types
- Revenue targets
- Visit count targets
- New client acquisition
- Product-specific targets
Target Logs
- Daily/weekly progress logs
- Historical performance
- Target adjustment history
Product Orders
Product Catalog
- Browse available products
- Category navigation
- Product search
- Price and stock information
Shopping Cart
- Add products to cart
- Quantity adjustment
- Apply discounts
- Order summary
Order Placement
- Create orders for clients
- Multiple payment terms
- Delivery scheduling
- Order confirmation
Order History
- View past orders
- Order status tracking
- Reorder functionality
Payment Collection
Collection Recording
- Record payments from clients
- Multiple payment modes (cash, check, transfer)
- Payment receipt generation
- Partial payment support
Collection Dashboard
- Today's collection target
- Collected vs pending
- Collection by client
- Payment history
Reports and Analytics
Available Reports
- Visit summary reports
- Distance traveled
- Time utilization
- Client coverage
- Sales performance
Export Options
- View on screen
- Download as PDF
- Share reports
Settings
Tracking Settings
- Distance filter adjustment
- Offline tracking toggle
- Manual sync trigger
- Tracking statistics view
App Settings
- Language selection
- Notification preferences
- Theme settings
- Account management
Security Features
Device Verification
- Device registration required
- Admin approval workflow
- Device blocking capability
Permission Management
- Location permission (always)
- Activity recognition
- Notification permission
- Camera permission
Authentication
- JWT token-based auth
- Auto-logout on token expiry
- Secure local storage
Push Notifications
Notifications for:
- New task assignments
- Target updates
- Visit reminders
- Order status changes
- System announcements
Integration Points
The app integrates with backend modules:
| Feature | Required Module |
|---|---|
| Client Management | FieldManager |
| Visit Tracking | FieldManager |
| GPS Tracking | FieldManager |
| Attendance | Attendance (GPS) |
| Field Tasks | FieldTask |
| Sales Targets | SalesTarget |
| Product Orders | ProductOrder |
| Payment Collection | PaymentCollection |
Permissions Required
| Permission | Purpose |
|---|---|
| Location (Always) | Background GPS tracking |
| Activity Recognition | Movement detection |
| Notifications | Real-time updates |
| Camera | Photo capture for visits |
| Storage | Offline data storage |
Battery Optimization
The app is designed for all-day use:
- Efficient background service
- Configurable tracking intervals
- Battery level monitoring
- Low battery mode support