Field Sales Specialist Portal Documentation¶
The Field Sales Specialist Portal is engineered specifically for outdoor sales representatives, client account managers, and field technicians who operate outside fixed office geofences.
Sales Specialist Dashboard¶
The Sales Dashboard is optimized for rapid mobile operation, allowing instant punch-in without camera memory constraints, and continuous route monitoring.
Key Capabilities¶
Crash-Free Instant Punch: Unlike fixed-office staff who undergo camera selfie verification, field sales specialists utilize an instant biometric punch-in flow that bypasses external camera intents. This guarantees that devices with limited RAM do not kill the application or reset to the splash screen.
Active Territory Indicator: Displays assigned territorial zone and real-time GPS telemetry status.
Daily Field Metrics: Dynamic counter of client visits logged today, cumulative distance traveled (km), and accrued Travel Allowance (TA).
Live GPS Breadcrumbs & Route Telemetry¶
The continuous tracking engine runs silently in the background, logging periodic GPS breadcrumbs without excessive battery consumption.
Telemetry Highlights¶
Battery-Optimized Intervals: Samples position fixes every 15 seconds, buffering them locally to upload in bulk packages.
OpenStreetMap Route Visualizer: Interactive in-app map rendering client stopovers, departure points, and route trajectories.
High-Accuracy Geotags: Each breadcrumb captures latitude, longitude, speed, heading, and battery level for auditability.
Client Meeting & Visit Logging¶
Sales representatives can record client interactions on location:
Geotagged Check-In: Captures exact GPS coordinates at the client premise.
Meeting Notes & Outcome: Record key discussion points, deal stage, and follow-up reminders.
Automated Odometer Calculation: System measures distance traveled between meetings to validate travel claims.
Travel Allowance (TA) & Expense Claims¶
Automatic reimbursement computation based on verified GPS kilometers traveled.
Direct upload of fuel and toll receipts.
Manager approval flow integrated into the central payroll engine.