Purpose & responsibilities
A dedicated entry point for the assigned branch: teams, departmental handoffs and operational summaries.
Application / Branch
Branch App
A dedicated entry point for the assigned branch: teams, departmental handoffs and operational summaries.
Open Branch App now.
Sign in with your company account to open the Branch workspace. Install FieldPro on your phone for check-ins, notifications and offline use.
- Android — Chrome → Install app
- iPhone — Safari → Share → Add to Home Screen
- Windows & Mac — install icon in the address bar
Each person only sees the records their company, branch and role allow.
Browse all applications →Connected application capabilities.
Branch Management
Connect each branch, its manager, supervisors and departments to the company workspace with clearly assigned access.
Explore module →Available
Reports & Analytics
Review company and department dashboards, operational reports, financial summaries and permitted exports with source-linked metrics.
Explore module →Available
Document Center
Keep business documents, templates, versions and approvals inside the departments and workflows that require them.
Explore module →Available
Internal Office Mail
Give employees an internal company inbox for direct and department messages, with controlled attachments and personal read status.
Explore module →Available
Internal Messenger
Organize company chat in member-controlled threads, with incremental message polling and personal read cursors.
Explore module →AvailableFeatures inside this application workspace.
Capabilities remain subject to assigned rights.
Branch Management
- Branch directory and company-to-branch structureAvailable
- Branch Manager and Supervisor assignments with explicit responsibilitiesAvailable
- Branch-scoped HR, CNC, Accounts, Warehouse and Transport workspacesAvailable
- Sales teams, order bookers and assigned riders connected to their branchAvailable
- Branch-level workflow visibility and authorized exception escalationAvailable
- Company-wide oversight only for users assigned the relevant cross-branch rightsAvailable
Reports & Analytics
- Company & Department DashboardsAvailable
Present summaries only within the viewer’s authorized scope.
- Sales, Purchase, Stock ReportsAvailable
Review operational source-linked summaries and exceptions.
- Financial ReportsAvailable
Reconcile finance summaries to the underlying ledger.
- Import / Export ReportsAvailable
Review configured trade movement and transaction summaries.
- Shipment Status ReportsAvailable
Follow available milestone and carrier-status information.
- Collection & Aging ReportsAvailable
Review open balances, due dates and recorded follow-up.
- Profitability & Cost AnalysisAvailable
Analyze permitted sales and reconciled cost information.
- Custom Reports & FiltersAvailable
Apply permitted report fields, scope and saved filters.
- Export to PDF / ExcelAvailable
Enable the format suitable for the particular authorized report.
- Management KPI DashboardAvailable
Summarize defined metrics with traceable source records.
- Approval and manager workload reportsAvailable
- SLA and notification performanceAvailable
Thirty-day department notice and escalation summaries distinguish generated notices from confirmed external delivery.
- Operational health trendsAvailable
Seven-day worker run/failure trends summarize global operational telemetry without exposing other tenants’ approval records.
- Department incident and reviewer accountabilityAvailable
Health incidents can be manually mapped to a company department. Department counts and the separate 30-day reviewer decision summary have explicit windows and overlap limits.
Document Center
- Department-wise Document StorageAvailable
Limit document categories and access to the departments that need them.
- Upload, View, DownloadAvailable
Use authorized file handling for the linked business record.
- Print / Save as PDFAvailable
Provide a print/PDF option where the specific document type supports it.
- Document TemplatesAvailable
Enable the right templates for the relevant department and workflow.
- Version HistoryAvailable
Retain the document version associated with an approval or change.
- Document Approval WorkflowAvailable
Route the chosen version to assigned reviewers.
- Audit TrailAvailable
Track sensitive document access and lifecycle actions.
- Search & FiltersAvailable
Find authorized files by their record and metadata.
- CSV ExportAvailable
Export permitted document-list metadata when the workflow requires it.
- Integration with All ModulesAvailable
Attach supported documents contextually; no universal document menu or format grant.
- Connected Office Mail file governanceAvailable
Private Office Mail attachment storage, hold/review and recovery workflows are documented in their own modules. They do not implement versioning or governance for every Document Center record.
Internal Office Mail
- Employee inbox and sent messagesAvailable
Recipients are company users, not public email addresses.
- Department message routingAvailable
An active department member can send to up to 100 other active members. Department delivery is recorded as one database transaction.
- Personal notifications and read statusAvailable
Internal notices identify new messages and uploaded attachments.
- Private attachment upload and downloadAvailable
Sender upload supports PDF, PNG, JPEG and plain text up to 5 MiB.
- Attachment lifecycle controlsAvailable
Retention previews, legal holds, configured company quotas and independent cleanup review connect to the dedicated governance workspace.
- Separate from public domain emailAvailable
Office Mail stays inside the company database. It does not use SMTP/IMAP or create a company-domain mailbox.
Internal Messenger
- Company-scoped chat threadsAvailable
- Member-only message accessAvailable
Thread participation and company identity determine which messages an authenticated user can access.
- Incremental pollingAvailable
Fetch up to 100 messages newer than the caller cursor from threads they belong to. Polling is distinct from WebSockets or background push.
- Monotonic read cursorAvailable
A thread member can advance their own read position. This is not a delivery confirmation or a read receipt for every participant.
- Realtime media and pushRequires provider setup
Realtime push, voice/video transport and mobile background delivery require separate infrastructure and validation.
