How It Works

For Sales

Tour Banner

icon-lead

Lead

Pocket FSA helps you in tracking all leads with up to date contact information of leads .

view-report

View Reports

You can view daily sales reports of sales officer i.e. Number of retailers, dealer he/she visited , number of orders generated distributor wise, region wise , etc.

get-order

Get orders

Get orders from mobile without any human error while capturing order as well as reduce paper work.

invoice

Invoices

Invoice is generated once the order is completed . Customer’s signature can be taken for the confirmation of generated invoice.

collection-request

Collection Request

Order collection request of each product from sales officer can be viewed by the company’s authorized person .

schedule

Schedule

Scheduling can be done for the sales officer as per his/her availability for visiting the customers place to take orders for more efficiency in business.

route-map

Beat Route Map

Beat route map will help you in optimizing your route to reach your customer from where you can get more business in time ,thus saves time and fuel cost

analytics

Analytics

Company’s revenue generated monthly, quarterly , yearly from the various distributors ,dealers, retailers city wise, area wise etc. can be analyzed.

For Delivery

mobile-phone
acceptance

Acceptance Note

Once the delivery is completed the sales officer receives the acceptance note from the customer through signature that all the orders has been received

payment-collection

Payment Collection

Against each delivery the sales officer collects the payment associated with the order.

customer-satisfaction

Customer Satisfaction

The customer satisfaction will be achieved through on time delivery of the product.

customer-location

Customer Location

Employees need to scan a QR code of NFC sticker in the right GPS location in or

delivery-schedule

Delivery Schedule

Delivery schedule can be made at the back end that is to be notified through mobile to the delivery boy where and when the delivery of the order is to be given

payment-schedule

Payment Schedule

Schedule of the payment collection can be made and can be notified through mobile to the delivery boy to collect the payment on time.

route-optimization

Route Optimization

Route optimization will help you in optimizing your route to reach your customer in time ,thus saves time and fuel cost.

For Service

building-manager

quotation

Quotations

Quotation of the work order can be generated and can be send through mobile to the prospects. This will enable you in monitoring the work order transaction in detail.

work-order

Work Order

Once the estimate is approved ,work order for the customer can be created with detailed information of the customer.

call-report

Service Call Report

The report of the service resolved by the field engineer can be generated in detailed i.e. it includes image of the field, acceptance by customer through signature, rating given by customer to the field engineer, etc

signature

Signature

After the completion of service , acceptance is given through signature by the customer which can then be send to the admin for confirmation through mobile

photo

Site Photo

One can get real time visibility by capturing the image of the service location which can then be send to the admin for confirmation through mobile.

warranty

Warranty Details

The work order of services that are recurring can be given on warranty basics where the company will provide the service and prior notification will be given , of when the warranty period is going to end

service-schedule

Service Schedule

Admin schedules the services that has to be resolved and assigns the job to the field engineer as per the availability and current location of the field engineer.

invoice

Invoice

Invoices for the customer is generated once the service is completed .Capture the customer’s signature for the confirmation and send it to the admin

customer-location

Customer’s Location

The location of the customer can be tracked through GPS.

route-optimization

Route Optimization

Route optimization will help you in optimizing your route to reach your customer in time ,thus saves time and fuel cost.

For Customer

notification

Daily Notification

 

service-status

Call/Service Status

 

complaint

Customer Complaints

Customer can raise the tickets for overdue services, improper services etc

customer-portal

Customer Portal

 

web-connector

Web Connector

 

customer-app

Customer App