First things first, field force management software is a tool, platform or application that automates and optimises field force management for small, medium and big enterprises alike. It makes way for data-driven management and insightful decision-making. It automates task allocation, report generation and performance analysis. It also simplifies team coordination, improves the transparency of data and enhances customer satisfaction. It’s especially recommended for small businesses as it streamlines everything and helps spot operational inefficiency which otherwise requires good experience and keen attention to detail. Small businesses lack the manpower and other resources to set up separate teams for planning, execution, operations and management.
Field Force Management
Manage Your Field
Force Remotely
TrackoField makes it possible for you to be omnipresent and manage your entire field force in one place. We bring it all in one consolidated field force management platform.
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We Make Field Force Management Safe and Simple
Yes, our advanced software makes it safer for employees to work in remote areas and simpler for managers to coordinate from far away.
We have built a sophisticated tech stack that can easily accommodate your distinct requirements in custom-made
white label field force management software.
Great coordination is the key to successfully managing a remote team. Therefore, TrackoField has put together impressive
communication channels to mitigate this mighty challenge.
Field Staff Management Software Offerings
We offer effective field employee management solutions that intelligently conquer every possible hurdle along the way. Managers can take control of their task force digitally without being present on the ground physically.
Task Management Console
The Task Management dashboard makes it easier to manage executives and delegated tasks in one place. Assign geo-verified meetings, forms and other essentials online. Monitor delays, glitches, and performance remotely.
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Attendance Management Tool
Employees mark their attendance remotely on the app. The working hours of the employees are calculated automatically. Integrate the payroll system via API. The on-site and off-site working hours also get reported with geo-tags.
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Expense Management Solutions
The software automates the expenditure and reimbursement procedure. Employees update the expense on the app and check the status in real time. Expenses are sent to the admin for approval/rejection through the admin panel.
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Leave Management Solutions
Executives apply for leaves online on the app. Managers get notified every time they receive a new leave request. They can accept or reject the request then and there. It simplifies the lengthy leave application process and winds it up in a matter of clicks.
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Employee Travel Report
Field employees are nomads. They hop from one client site to another to get work done. Our field employee monitoring software provides accurate travel distance reports. The playback option enables you to monitor the movement of your employees.
Employee Performance Monitoring
It fetches accurate insights into the team and individual performances. Managers can analyse employees’ performance over time, and discover the best and the worst performing players. It helps improve the overall efficiency of the company.
Control Your Entire Workforce From One Place
Giving you a sneak peek into your field force management console that we call dashboard.
Features of a Field Force Management System
TrackoField is loaded with important features. The differentiating factor is the accuracy of insights that our field workforce management software offers.
Real-time Visibility
Know exactly where your employees are at any given time and how active they are on the field. You may live track the distance they travel, the client they are at and their daily progress.
Bulk Task Upload
Our field force management software irons out the challenges of uploading one task at a time. Download the task template from the portal, fill in the required entails and upload it.
In-built Chatroom
TrackoField offers an inbuilt chatroom that supports image and video attachments. It enables easy coordination amongst team members over a group chat or one on one interactions.
Reminders and Alerts
Managers get alerts every time an employee enters/exits the assigned geofence. Employees get notified when a new task is assigned. They get meeting reminders too.
SOS Button
There’s an emergency SOS Button on the app for employees’ safety. In case of an emergency, employees can hit the SOS and seek direct help from the concerned people.
Automatic Reports
You get to download automatically generated reports that cover every aspect of the business. Drill down by team, manager or employee to get the data you want.
Frequently Asked Questions.
If you don't see an answer to your question, you can send us an email from our contact form.
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What is Field Force Management?
Field force Monitoring or field staff management refers to the procedure of managing and controlling the remote workforce that operates outside the office. It involves supervising and optimising the performance of field staff such as sales representatives, mechanics, drivers and other service providers. The roles and responsibilities of a field staff manager include streamlining operations, improving resource allocation, scheduling and assigning tasks, tracking performances and task completion.
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What is Field Force Management Software and why is it important for Small Business?
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What are some of the best Field Force Automation software features?
Some game-changing features that advanced field force management software must have: - Automatic Task Allocation (Roster and ad-hoc basis) - Real-time Tracking with battery optimisation - Custom Forms and cloud storage - Sales Order Management tool - Remote geo-coded attendance management - Integration with CRM and ERP Software - Automatic reports and performance analytics - In-built chat and file-sharing options - Expense Management Tool
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How does Field Force Management Software help you control end-to-end field operations?
The primary role of a software aid is to help you simplify the existing task by conserving time, energy and other resources. Field force automation software and field force management apps help do that and so much more. - Live tracking of employees and their activities ensures real-time visibility into end-to-end operations. - API integrations allow the fetching of data from different sources. Hence, aligning and allocating tasks becomes easier for software. - Performance analytics and reports generated by the software entail every aspect of the operation and present flawless and on-point insights. Right from planning, execution and monitoring to managing and controlling every facet of field operations is enabled with field staff management software.
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Are there different dashboards/panels for the executive and the manager?
Yes, to make it easy to understand and user-friendly, our field force tracking solution offers two different panels of employees and managers. While the executives only have an app, managers get the app and the web portal.
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While tracking our field employees are we breaching their private space or information by any chance?
No, you are not. Our field team management software is strategically designed to only get work-related data. The employees are tracked via a mobile app. We do not intrude into their calling details, sim details or other personal spaces
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Does your field employee management software work efficiently with all types of phones?
Yes, absolutely! Our field employee monitoring system is compatible with all sorts of smartphones. It is not compatible with features phones(for obvious reasons).
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Do the employees get both mobile apps and web dashboards just like the employer?
It’s completely up to you, how you wish to have it. We offer complete customisation with our white label field force management software. You get features, design and UX as you like.
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Is your Field force monitoring software good for tracking sales executives?
TrackoField is exclusively designed to monitor field employees. It is one of the popular Field sales management software in the market. It has all the features from meeting schedular, and chatbox to custom form builder that are needed to automate the field sales operations.