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.

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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 Executive Meeting (Weekly) / MIS

Implementation

Three steps to go live

01
Map field workflow
Client visits, check-in rules, and what managers need to see daily.
02
Roll out to reps
Lightweight mobile check-in with client name, purpose, and notes.
03
Manager dashboards
Today's field team on one view — export to Sheets and MIS.

Scope field executive tracking on a short WhatsApp call

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