From setup to a finished day, in five steps.
This is the actual flow — how work gets planned, done in the field, and rolled up, start to finish.
Set up your workspace
Create your organization, invite your team, and assign each person a role — Org Admin, Manager, or Field Employee. Departments, designations, and territories are set up once and reused everywhere.
Plan the work
Managers assign tasks, schedule visits and meetings, and plan a beat — an ordered route of stops — for each field employee's day. Evidence requirements (photo, signature, GPS) are set per task.
The field team executes
From the mobile app, field employees check in (geofence-verified), work through their tasks and beat, complete visits, submit expense claims, and log service tickets — all queued to sync automatically if they lose signal.
Everyone stays in the loop
Assign a task or schedule a meeting for someone else, and they get notified immediately. Managers approve expenses and review flagged check-ins as they come in, not at the end of the week.
See it all in real time
Live tracking shows the team on a map as the day happens. Every check-in, task, visit, and expense rolls up automatically into that day's status report — nobody compiles it by hand.
Every step, the right access
Role-based access runs through the whole flow above — assign a role once, and every screen, approval, and notification follows automatically.
Org Admin
Full control — every module, every permission, every organization setting.
Manager
Assigns and approves work across the team, with visibility into everyone's day.
Field Employee
Sees exactly their own tasks, visits, and history — nothing more, nothing less.
See it running yourself
Create an organization and walk through the flow above with your own team — no sales call required.