Uploading jobs or tasks to your field force is a breeze in FeetPort. You have options to manually type in the details of the task i.e. who to meet, where to meet, when to meet and what to pitch/discuss. You can also allow your field force, to directly create tasks from their mobile app in case, such a option is required.
Besides typing the task, you can alternatively upload an Excel file (.xls or .csv format) to insert hundreds of tasks at once in FeetPort.
Lastly, you have an option to call our APIs to directly upload tasks from your CRM/ERP, however it may be required.
Allocation to Mobile
Simply allocate jobs to each field executive by selecting their name.
Alternatively, you can also setup focus territories for each team member so that as and when tasks are uploaded, they can be automatically assigned to people in the required territory.
In a workflow, can setup a series of states/steps to view the progress of each task. Each of states can have an owner and a primary action.
For example, you can have a state for uploading tasks, another for processing and finally another for approving / disapproving the task based on the output from your field force. It’s really simple once you use it!
Once your field executive has completed a task or a visit report at a customer’s location, its really easy to create follow ups for meeting the same client. Both you and your field executive can do it from your FeetPort account.