Covers Direct Store Delivery, Pre-Sales, Merchandising, and Collections. Supervisors plan routes and monitor reps live. Agents visit customers and issue invoices — with or without internet.
Good morning,
Jake Morrison
Sales
$8,430
Orders
12
Visits
7/10
Today's Route
QuikTrip Corp.
DSD
Kroger #1142
Pre-Sales
Walgreens Inc.
Collection
Target Stores
DSD
Three steps. One continuous loop.
Before the day starts, the system does the heavy lifting. Routes are automatically generated and optimized based on customer agreements, orders, visit frequencies, vehicle capacities, and time windows — no spreadsheets, no manual juggling.
Efficiency
94%
Total stops
31
Capacity used
81%
Jake Morrison
12 stops · 142 km
92%
load
Sara Lindqvist
9 stops · 98 km
74%
load
Tom Ackerman
10 stops · 117 km
78%
load
Field agents receive the optimized plan on their mobile device, pre-loaded with all ERP master and transactional data. The app walks them through every step of each visit — from opening the day to closing the last invoice.
Good morning,
Jake Morrison
Kroger #1142
Pre-Sales · $3,200 avg order
Remaining Today
Walgreens Inc.
Collection
Target Stores
DSD
QuikMart #8
Pre-Sales
Supervisors see the full picture in real time. AI agents run continuously in the background — detecting anomalies, reconciling data, surfacing insights, and autonomously executing pre-approved actions so nothing slips through.
Reps active
11
Orders done
87
Collections
$41k
On route
96%
AI Agent Activity
Anomaly Agent
Route deviation: Rep #14 off-plan 22 min
Reconciliation Agent
ERP sync complete — 0 discrepancies
Insight Agent
Kroger #1142 order down 40% — churn risk
Automation Agent
Auto-reorder executed: SKU-771 (threshold hit)
Field reps work on iOS and Android phones and tablets. Supervisors and back-office users can access the platform from Windows notebooks and PCs — the same data, everywhere.
Instantly retrieve customer information, order history, and preferences to personalize every interaction.
Create, modify, and process orders directly from the app, reducing paperwork and delays.
Plan routes that respect vehicle load capacity, time windows, visit frequency rules, and depot locations — automatically calculating the most efficient sequence. Supervisors see all reps live on the map and can replay any rep's route history to review actual vs planned.
Work without an internet connection and sync data automatically when back online.
Gain insights into sales performance, customer behavior, and key metrics.
Connect with your existing CRM, ERP, and inventory systems for a smooth workflow.
Apply multi-tier pricing rules, volume discounts, mix-and-match promotions, trade agreements, and time-limited offers — all resolved in real time on the device, straight from ERP pricing data.
Enforce location compliance: the app validates that the rep is physically at the customer's location before allowing a visit to be started — no ghost visits, no fraudulent check-ins.
Collect cash, cheque, or card payments at the point of delivery. Issue receipts instantly, reconcile collections at end-of-day, and sync every transaction to the ERP automatically.
Manage van and field inventory end-to-end: receive stock at the depot, load vehicles, track lots, batches, and expiration dates, record returns, and monitor live stock levels — all from the mobile app.
Scan product barcodes and QR codes to instantly add items to orders, verify deliveries, and perform stock checks — fast and error-free.
Set up recurring visit schedules per customer — weekly, bi-weekly, monthly, whatever the deal is. The system automatically includes them in route generation on the right days, so no customer gets forgotten and no rep has to remember who's due for a visit.
Define exactly how your reps' day unfolds — start-of-day prep, mid-route execution, and end-of-day close. Set required steps, optional steps, and the sequence for each phase. Every rep follows the same playbook, every day.
Print invoices and receipts to portable Bluetooth printers on the spot, or send them electronically the moment the visit ends — via Email, WhatsApp, Viber, or SMS. Configurable rules control which document goes to whom and when. Every document issued is stored in a central register, giving back-office teams instant access, delivery status, and a full audit trail. Supports ZPL-based printers (Zebra and compatible) and fiscal printers such as Datecs and Tremol.
Define your own digital forms — structured, validated, and mobile-ready. Field reps fill them in on-device; submissions flow to the back office for review and approval. Cover start-of-day checklists, expense claims, customer feedback, incident reports, and more — no paper, no email chains.
Background AI agents continuously watch your field sales data — detecting anomalies, reconciling records, and surfacing insights.
AI agent features are currently available to invited customers. Contact us to join the early access programme →
Agents identify optimal visit patterns across rep routes, flagging inefficiencies and suggesting schedule improvements based on historical performance.
Unusual payment collection behaviour — overrides, skipped customers, cash discrepancies — is detected and escalated in real time.
Agents compare ordered vs. delivered quantities across the fleet, auto-reconciling short deliveries and flagging systematic gaps.
Declining order frequency or visit skips trigger early-warning signals so sales supervisors can intervene before a customer is lost.
Browse app screenshots and interface walkthroughs — see exactly what the solution looks like in action.
Deliver products directly to retail stores with full route management, invoicing, and payment collection on mobile.
Take orders during customer visits and sync them to the ERP for fulfillment — without needing connectivity in the field.
Execute planogram compliance checks, capture shelf photos, and report stock levels from the store floor.
Collect payments, issue receipts, and manage credit checks directly from the mobile app.
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Are your sales territories actually fair? Instantly see workload, revenue, and travel imbalance across your reps.
Can your field team actually handle your workload? Get an instant capacity vs. demand analysis.
See how much time, fuel, and cost you're wasting with your current routing — in under 60 seconds.
Dynamics Mobile pricing is based on the number of mobile users and the solutions deployed (Field Sales, Warehouse Mobility, Field Service, etc.). Estimate your cost and ROI using our pricing calculator.
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