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Field Manager

This module provides comprehensive field sales management capabilities for tracking and managing field employees, clients, visits, and real-time monitoring. When enabled, the FieldManager addon creates two separate top-level menu sections: Monitoring for real-time field oversight, and Field Manager for day-to-day field operations management.

Features​

  • Real-Time Location Monitoring: Track field employees live on a map
  • Timeline Tracking: View historical movement data for each employee
  • Client/Customer Management: Manage client information, contacts, and locations
  • Client Map View: Visualize clients geographically on a map
  • Visit Management: Schedule, track, and manage client visits
  • SOS Emergency Requests: Receive and respond to emergency alerts from field employees
  • Device Management: Register and manage approved devices for field tracking
  • Comprehensive Reports: 8 built-in reports covering visits, performance, distance, and compliance

Requirements​

  • Open Core Business Suite (Base System)

Installation​

Enable via Admin Panel​

  1. Log in as administrator
  2. Navigate to Settings > Addons
  3. Find Field Manager and click Enable
  4. Run migrations if prompted

Enable via Command Line​

php artisan module:enable FieldManager
php artisan migrate

Usage​

Monitoring​

The Monitoring menu provides real-time oversight of your field team. This appears as a separate top-level menu section.

Live Location​

Navigate to Monitoring > Live Location to view real-time GPS locations of all field employees on an interactive map. Monitor where your team is at any given moment and ensure they are at their assigned locations.

Timeline​

Navigate to Monitoring > Time Line to view the historical movement timeline for each employee. Review past routes and stops to understand daily activity patterns and verify visit completion.

Card View​

Navigate to Monitoring > Card View for a card-based overview of field employee status. Quickly see each employee's current state, last known location, and activity summary in an easy-to-scan format.

Client Management​

Navigate to Field Manager > Clients to manage your client database:

  • Add new clients with contact information and location details
  • View client history and interaction logs
  • Assign clients to field employees
  • Manage client categories and details

Client Map View​

Navigate to Field Manager > Client Map View to see all your clients plotted on a geographic map. Visualize client distribution, plan routes, and identify coverage gaps across your territories.

Visit Management​

Navigate to Field Manager > Visits to schedule and track client visits:

  • Create visit schedules for field employees
  • Track visit completion with check-in/check-out times
  • Record meeting notes and outcomes
  • Monitor follow-up actions and reminders

SOS Requests​

Navigate to Field Manager > SOS Requests to manage emergency alerts from field employees. When a field employee triggers an SOS, the request appears here with their location and details so you can respond quickly.

Registered Devices​

Navigate to Field Manager > Registered Devices to manage approved devices for field tracking. Control which devices are authorized for use with the field tracking system.

Reports​

The Field Manager module includes 8 comprehensive reports accessible under Field Manager > Reports:

  • Visits Summary Report: Overview of all field visits with completion rates and outcomes
  • Client Activity Report: Track client interactions and engagement over time
  • Employee Performance Report: Evaluate field employee productivity and effectiveness
  • Distance Tracking Report: Monitor distances traveled by field employees
  • SOS Summary Report: Summary of all SOS emergency requests and response times
  • Client Engagement Report: Measure depth and frequency of client engagement
  • Field Team Dashboard: High-level dashboard with key field operations metrics
  • Location Compliance Report: Verify employees are visiting assigned locations as scheduled

Configuration​

Access module settings at Field Manager > Settings to configure:

  • Offline Check Time: Time in seconds before marking a field user as offline (minimum 60 seconds, default 900)
  • Location Distance Filter: Minimum distance in meters between location updates to reduce server load (default 10)
  • Enable Device Verification: Require field employees to verify their devices before accessing the app

Changelog: View version history

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