Features

Everything your field team does, recorded where it happens.

The field app for people on the road and the console for those who manage them — one set of records, no second entry.

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The field app

The day, recorded on the phone they already carry

The field app runs in the phone's browser. A representative starts the day, works through the plan, checks in at each customer and files the report before leaving.

  • Nothing to install from an app store
  • Day start and end with the time and place
  • Visit reports kept on the phone when the signal drops
See the industries it is set up for

Day start and end

Attendance is marked from the phone with the time and the phone's location. No register to sign at the office.

Offline queue

With no signal, a visit report waits on the phone and is sent when the network returns. Sending it twice does not file it twice. Photos are not queued.

Any recent phone

Chrome on Android or Safari on iPhone. Nothing to download, nothing to update.

The manager console

The whole field on one screen

The console is where the day is reviewed and decided: who started work, visits done and missed, and the orders, claims and leave waiting for a decision.

  • A dashboard for the day
  • One place to approve or return
  • Each manager sees their own reporting line
See every module

Dashboard

Who started work today, visits done and missed, and what is waiting for a decision.

Scope by role

A manager sees their own reporting line and territories; a field representative sees their own customers and plan.

Approvals

Orders, expense claims and leave approved or returned, each decision recording who made it.

Visits and beat plans

Visits that stand up as evidence

Plan the calls, check in at the customer, then file the report with your industry's own questions, a photo and the next action.

  • Beat plans by person, territory and day
  • Location and time on every check-in
  • Follow-ups raised from the next action
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Visit plans

Managers plan calls for a person and a day. A planned visit nobody checked in against is marked missed, so coverage counts work that did not happen.

Check-in with location

Checking in at a customer records where the phone was. The check-in time is kept on the server, so a report sent later does not read as a late visit.

Visit reports

What was done, the products discussed, your industry's own questions, a photo where the activity needs one, and the next action.

Follow-ups and leads

A next action with a due date raises a follow-up on its own, and an opportunity noted on the report raises a lead. Nothing is typed twice.

Leads, quotations and orders

Orders taken at the counter, approved in one place

From the first conversation to an approved order, with every price kept as it was offered. A returned order carries the reason, so the representative knows what to fix.

  • Quotation to order with the quoted rates
  • Approve, or return with a reason
  • Rates copied onto each line when written
See every module

Leads

A simple pipeline from enquiry to won or lost, with the estimated value and expected close date.

Quotations

Raised in the field, sent, accepted or declined. A quotation past its date reads as expired without anyone marking it.

Quotation to order

An accepted quotation becomes an order with its lines and quoted rates carried across, and the order remembers which quotation it came from.

Prices that stay put

The rate is copied onto each line when it is written, so changing the price list tomorrow does not change an order placed today.

Expense claims

Expense claims with the receipt attached

One claim covers a span of days, one line per expense, with a photo of each receipt. Draft, submitted, approved, paid.

  • Caps for each expense type
  • Approvers can allow less than was claimed
  • Expense reports by representative
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Caps and part approval

Each expense type can carry a cap. Lines over it are flagged for the approver, who may allow less than was claimed. The claim shows what was cut.

One trail

Submitted, approved, then paid — each step with who did it and when.

Leave, holidays and the register

Attendance that adds itself up

Each day of the month is worked out as present, on leave, holiday, weekly off or absent. Approve last week's leave and last week's register corrects itself.

  • Leave requested from the phone
  • Your company's holiday list
  • Payable days for the month
See every module

Leave

Requests from the phone, approved or declined by the manager.

Holidays

Your company's holiday list, which can be imported from a spreadsheet.

Payable days

The register counts payable days, ready for whoever runs your payroll. FMS itself does not run payroll.

Targets and campaigns

Achievement counted from the work itself

Targets per person and period for visits, customers covered, new customers, leads, orders, order value and accepted quotations. Achievement is counted from the records, never typed in.

  • Counted when the page is opened
  • Correct a record, correct the score
  • Campaigns with dates, budget and status
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Campaigns

Product launches, demonstrations, medical camps and farmer training programmes, with dates, budget and status.

Reports, imports and set-up

Shaped around your company, without a developer.

Numbers are counted from the records themselves when the page is opened, so a corrected report corrects the scorecard.

Reports

Geographical coverage, visit completion, employee performance, product performance, order book, field expenses, customer growth and business opportunities.

Export

Every report downloads as CSV for a spreadsheet, or prints to PDF for a review meeting. A single visit report prints too.

CSV import

Customers, employees and holidays from a spreadsheet. Upload, review the rows, then commit. A corrected file updates rather than duplicates.

Industry configuration

Customer types, visit activities, expense types and extra fields on customers and visit reports, all edited from the console.

Territories and teams

Regions, areas and beats; divisions; employees and who they report to.

Roles

Company Admin, marketing head, manager and field representative, each seeing what their role allows.

Platform

The same footing for every company.

Your own database

Each company runs in a database of its own. Another company's records are never in it.

Your own address

Your company signs in at its own web address. Your own domain can be added on request.

Audit trail

Every create, change, delete, approval and sign-in is recorded, and can be filtered and exported.

Offline visit reports

Reports wait on the phone without a signal and send themselves later.

CSV and PDF export

Every report, ready for a spreadsheet or a review meeting.

Support access logged

DV SOFT support signs in under its own name, with a reason, and every action is logged.

Plainly

Good to know

What FMS does not do, so nobody buys it expecting something it does not have.

  • There is no app to install from an app store. The field app is a web page that works on any recent phone browser.
  • It does not track people continuously in the background. Location is recorded when a person starts or ends the day and when they check in at a customer.
  • It does not run payroll. The attendance register gives payable days for whoever does.
  • It does not send WhatsApp messages or SMS.
  • Location needs the phone's permission and a secure (https) connection; without it, the visit is still recorded, without a position.

Need something on this list? Tell us what your team needs. We would rather say no now than disappoint you later.

See it with your own kind of field day.

We will walk through a day for a representative in your industry, from day start to the manager's report.

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