Purpose & responsibilities
Support configured region, branch and sales-team responsibilities.
Application / Sales
Sales Team App
Support configured region, branch and sales-team responsibilities.
Open Sales Team App now.
Sign in with your company account to open the Sales Team 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.
Sales Management
Show how a customer order moves from the sales team into approval and fulfilment.
Explore module →Available
Push-to-Talk & Field Communication
Give authorized field teams company-scoped communication channels, transmit permissions and a controlled turn to speak.
Explore module →Available
Document Center
Keep business documents, templates, versions and approvals inside the departments and workflows that require them.
Explore module →Available
Reports & Analytics
Review company and department dashboards, operational reports, financial summaries and permitted exports with source-linked metrics.
Explore module →AvailableFeatures inside this application workspace.
Capabilities remain subject to assigned rights.
Sales Management
- Customer ManagementAvailable
Maintain assigned customers and their authorized business context.
- Sales Quotations (Multiple Revisions)Available
Keep quotation revisions and their approval history.
- Quotation ApprovalAvailable
Route the chosen quotation revision to the assigned approver.
- Sales OrdersAvailable
Turn an approved customer request into a controlled order.
- Delivery ManagementAvailable
Connect the order to warehouse dispatch and transport handoffs.
- Sales Invoicing (Issue / Cancel / Audit)Available
Manage invoice lifecycle through assigned issue/cancellation rights and audit.
- Customer ReturnsAvailable
Route eligible returns through the required warehouse and finance review.
- Sales Reports & AnalyticsAvailable
Review assigned team, customer and order activity.
- Export to PDF / ExcelAvailable
Provide permitted sales reports/documents in their appropriate export formats.
- Integration with Warehouse & AccountsAvailable
Carry source-linked stock and financial handoffs across departments.
- Configurable sales responsibilities across region and branch teamsAvailable
- Customer and order-booking contextAvailable
- Approval handoff before fulfilmentAvailable
- Order visibility across assigned sales rolesAvailable
Push-to-Talk & Field Communication
- Channel administration and permissionsAvailable
Channel listing, members, creation, grant and revoke are recorded in the source batch; active company context is required.
- One speaker at a timeAvailable
Company/channel speaking-turn controls use a 15-second lease and a holder-only release.
- Rider channel selectorComing soon
Initial Flutter sign-in, secure token storage and read-only channel selection exist.
- Live voice audioRequires provider setup
Microphone capture, an independently authorized media service and live audio delivery remain to be implemented.
- Supervisor, sales, delivery and collection app coverageAvailable
- Local offline communicationRequires provider setup
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.
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.
