DEMO WORKSPACE Explore with sample accounts
Workspace / Visit journal

YOUR FIELD WORKSPACE

Every visit, accounted for.

Record the conversation. Keep your manager in the loop.

Opening your workspace…

Recorded visits↗
0All saved visits
Awaiting review◷
0Ready for manager attention
Reviewed✓
0Acknowledged by your manager

Your visit journal

One place for outcomes and next steps.

Your conversations, organised

YOUR NETWORK

Assigned customers

0

✧Make the next visit easier.

What did you discuss? What was agreed? What needs to happen next?

YOUR WORKING DAY

Attendance

Export CSV
View attendance history

Device attendance uses server time (India). Manager-reviewed corrections are labelled separately. Elapsed time is not payable hours. Request or review a correction.

KEEP YOUR WORD

Your follow-ups

Next actions from your visits.

Export CSV

Due dates use India time. Tasks are tracked here; external reminders are not connected.

LEAVE & EXPENSES

Your requests

Company policies & leave balances

Leave

View current leave balances, calendar and allocation rules. Missing rules or allocations are shown explicitly.

Expenses

TA/DA

Saved leave requests and expense claims can wait on this device while offline. Manager decisions need a connection. Forms that have not been saved are lost on reload.

FIELD VISIT

Record your visit

A quick update. A clear next step.

03 Visit location

Capture your device location.

Keep track of the next step
Review your note before saving.

TEAM WORK

Assign a follow-up

Give your team a clear action and due date.

The employee will see this in their task list.

ATTENDANCE

Start your day

Record your time and current location.

Location is required for this record.

Time is captured from this device. Offline records stay pending until the server accepts them; keep the app open to sync.

Attendance is separate from customer visits.

CUSTOMER VISIT

Check in

Check in with your location, add a photo during your visit, then check out with the outcome.

Capture your current location.

Your visit and working-day attendance are separate.

VISIT EVIDENCE

Add a visit photo

Up to five photos per visit. Only your authorized team can view them.

Full visit photo

LEAVE REQUEST

Plan your time away.

Choose the leave dates and reason, then review your company guidance before sending.

Half-day requests need explicit company enablement. Offline requests use saved rules and are checked on sync.

Sent to your current reporting manager. Configured rules count chargeable days and reserve the balance while pending.

Company leave guidance

EXPENSE CLAIM

Keep every expense clear.

Add each expense with its own receipt. Review the claim and company guidance before sending.

Up to five lines, each with a receipt image or PDF. Images are resized; submitted files must be under 2 MB each.

Company expense guidance

MANAGER DECISION

Reassign follow-up

Only active team members assigned to this customer are listed.

Dates to cancel

Only future dates still covered by this leave can be cancelled. For half-day leave, cancellation releases the original morning or afternoon slot.

TRAVEL CLAIM

Every journey, recorded.

Same-vehicle readings and photos

Saving keeps this claim and every prepared odometer photo on this device until server acceptance. Keep browser data and open the app to sync.

Record order request

Current saved catalogue choices are shown. Availability, quantities and prices require company confirmation. An unsaved form is lost on reload.

Record a lead

These details become part of the shared operational lead history. Customer access is checked again on sync. Device capture time is recorded separately from server acceptance. An unsaved form is lost on reload.

Plan your field day

Stops are saved in the displayed order. Customer access and date conflicts are checked on sync. Device capture time is separate from server acceptance. An unsaved form is lost on reload.

Request your samples

This asks for approval. It does not reserve stock or record a physical handover. Product choices are checked again on sync. An unsaved form is lost on reload.

Record physical handover

This records an actual handover and deducts your stock when accepted. Pending records must be kept for reconciliation. Do not record the same handover twice. Unsaved forms are lost on reload.

PAYMENT RECORD

Record a collection

Photos are prepared on this device; PDFs must be under 2 MB. Saved payment facts and proof are retained for reconciliation. Record each collection once.

LEAD PROGRESS

Update lead progress

Saved updates remain on this device until received. Unsaved forms are lost on reload.

TOUR PLANNING

Edit an unstarted tour

Edit title, date, stop order and purposes for your own unstarted tours. Existing customers and stop identities stay unchanged.

Stop order and purpose

Saved edits stay on this device until received. Actual visits remain available to record. Unsaved forms are lost on reload.

TOUR PROGRESS

Record a stop outcome

Offline reports stay on this device until the company receives them. Keep each actual stop outcome once.