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HR module

Field Executive Tracking

Separate module for sales & service teams

Client geo check-ins, visit notes, and manager visibility for sales and service teams — separate from office punch, with field-only KPIs.

Scope field tracking on WhatsAppOpen in workspace

Capabilities

Everything included in Field Executive Tracking

  • Live geo check-in at client location
  • Visit plan vs actual trail on map (phase 2)
  • Client name, purpose, and activity notes
  • Separate from office attendance - field-only KPIs
  • Manager dashboard for today's field team
  • Export to Google Sheets / MIS

Implementation

Three steps to go live

  1. 01
    Map field workflow

    Client visits, check-in rules, and what managers need to see daily.

  2. 02
    Roll out to reps

    Lightweight mobile check-in with client name, purpose, and notes.

  3. 03
    Manager dashboards

    Today's field team on one view — export to Sheets and MIS.

Scope field executive tracking on a short WhatsApp call

+91 96857 88980

Other HR modules

Explore the full hr & workforce stack

Attendance & Leave

Payroll-ready time tracking

Hiring & documentation

Recruit to onboard in workspace

Back to HR & workforce

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Turn daily chaos into tasks, MIS, and owner control.

WhatsApp us to scope your first automation, MIS build, or AI workflow for your business.

+91 96857 88980