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Field sales tracking app

Plan the day, reach the right clients, capture every visit, and keep the territory moving.

In short

An offline-first mobile app for teams who work away from a desk: visit plans, geo-verified check-ins, order and collection capture, competitor notes and photo evidence. The phone is the source of truth; the server catches up when a connection returns.

The problem

Usually arrives as

  • Meetings planned on calendars but not visible as a clear daily field schedule
  • No reliable check-in, check-out or photo proof of client visits
  • Meeting remarks captured late or inconsistently
  • Late meetings disrupt the rest of the day because schedules do not shift automatically
  • Salespeople travel inefficiently because territory and route information is not connected to the meeting plan
  • HODs lack one territory-wise view of visits, coverage and salesperson activity

Built from

Offline-first from the first commit. Conflict rules are a product decision, decided in design.

Modules

What is in it

Modules, not features. Each one is a decision you can keep or drop — nothing here is bundled because it was easier to build that way.

01

Daily meeting plan

Each salesperson sees the meetings scheduled for the day, with client details, timing, territory and the recommended visit sequence.

02

Check-in and check-out

Record arrival and departure at the client visit, with location and time captured to create a verifiable visit trail.

03

Photo and meeting remarks

Capture a client or meeting photo and update remarks immediately after the discussion, so the visit record stays complete.

04

Dynamic schedule

When a salesperson runs late, later meetings move ahead automatically so the day's schedule reflects the actual situation.

05

Territory and route map

See clients and meetings by territory and plan practical routes to reduce unnecessary travel, time and field cost.

06

HOD territory dashboard

HODs can view salesperson activity, completed and pending meetings, visit trails and remarks across the territories assigned to them.

FAQ

Questions we are asked

What happens when a salesperson runs late?

The next meetings can automatically move ahead in the schedule, keeping the day's plan aligned with the actual visit timeline.

Can salespeople see their route for the day?

Yes. The daily view can combine scheduled meetings, assigned territory and route information so the salesperson can plan a practical sequence and reduce unnecessary travel.

What can an HOD see?

HODs can view salesperson activity across their assigned territories, including planned and completed meetings, check-in and check-out records, photos and meeting remarks.

Next

Have something worth building?

Tell us the constraint you are working against. If we are not the right people for it, we will say so.

Or write to connect@jannex.in