Everything your field team needs, built in.
Every module below is real and already running — not a roadmap item. Here's what each one actually does.
Geofence-verified attendance
Every check-in captures GPS coordinates and is matched against your configured geofences in real time. Inside a geofence, attendance is verified automatically — no manual approval needed. Outside every geofence, it's flagged for a manager to review rather than rejected outright, because GPS alone is never treated as absolute proof. Managers can approve a flagged record or correct its status directly.
Tasks & visits
Assign tasks with a priority, due date, and optional customer link. A task can require a photo, a signature, or GPS proof before it can be marked complete — evidence is enforced server-side, not just suggested in the UI. Visits work the same way for customer-facing work, with a full scheduled → checked-in → completed lifecycle and the same geofence verification attendance uses.
Beats & route planning
A manager plans a field employee's day as an ordered list of stops. The employee sees it as a single "Today's Beat" card on their home screen, and completion against the planned route is tracked automatically as visits happen — no separate check-in step required beyond the visit itself.
Meetings & CRM pipeline
Leads move through a real pipeline — new, contacted, qualified, proposal, won, or lost — with an estimated value and a next follow-up date. Meetings can be scheduled against either a lead or an existing customer. Winning a lead converts it into a customer record directly, carrying its details forward instead of starting over.
Expense claims
Field employees photograph a receipt and submit a claim from their phone in seconds. Managers see every pending claim in one queue and approve or reject with one tap — no separate spreadsheet, no chasing down paper receipts at month-end.
Field service tickets
Service and maintenance requests live in one queue from creation to close-out. Assign a ticket to a technician, track its status as work happens, and keep a full record of what was done and when — useful for anything from equipment repairs to installation follow-ups.
Custom forms & audits
Build your own checklists, store audits, and field surveys directly in the app — text, numbers, single/multi-select, photos, signatures, and ratings are all supported field types. No engineering time required to add a new form; changes take effect immediately for the whole team.
Live tracking & DSR
Watch your team's live location and route history on a map as the day happens. Every check-in, task, visit, and expense automatically rolls up into that employee's Daily Status Report — no one has to compile it by hand at the end of the day.
Ready to see it running?
Create an organization and try every module above — no sales call required.