Workflow control of field force employees by GPS is one of the most demanded B2Field solutions. Every day people plan, coordinate and check tens of thousands visits. That’s why we take a special pride in introducing to you an improved interface for creating and assigning tasks to employees.

Save time for business

Quickly create tasks

The updated interface became much more state-of-the-art, user-friendly and functional. It’s pure joy to work with this interface.

First of all the time you spend creating and planning a task has decreased. Now you can add a new task or import a list of tasks from a file just in one click.

Save time for business
Save time for business

In addition the platform has simplified planning route tasks consisting of several checkpoints. It’s important when the order of visits matters. Now the interface is highly user-friendly – one needs just to add new checkpoints to the first visit point. You  can change the order of addresses with drag and drop simplicity.

Just drag and drop checkpoints to change the route. The system automatically calculates the length of the route and prognosticates the duration of trip. After the order of checkpoints has been changed, the software will warn the  supervisor if the employee does not have time for a visit. The field will be tagged with the exclamation mark (!). Hmm, it means you’d better change the time to put the schedule back in order.

Change routes
Change routes

In the same window  an operator can attach to the task an electronic form.

So it will be easy for employers and supervisors to assign tasks, plan additional visits and to change their order – everything on one screen.

Simplify the workflow

Customize your interface

Form lists of created tasks. However, if there are a lot of employees, different tasks and charts in the system, it becomes difficult to navigate these endless lists. Using the updated interface you will not clutter up the workspace with excessive  information. Leave just the columns you need, sort the tasks out in accordance to date, employee or status. Search by tag or by title will help you to quickly find the task you need.

Looking at the new list of tasks you will be able to track all the changes and promptly find nearest employees free at the moment.

Simplify the workflow
Simplify the workflow

Increase your team’s productivity

Instantly edit tasks

The workspace screen organized in a fresh new way will decrease amount of clicks to switch between the windows. Main tasks parameters are now displayed to the right of the tasks list.

You can choose an employee, specify the address and time of the visit, attach form or just write a comment – without switching to another page. The less your employees are busy with routine, the more tasks they complete. Productivity of the whole team increases.

Increase your team`s productivity
Increase your team`s productivity

In other words, “Tasks” app became much more user-friendly and useful for control of field force employees.

In case you want to know more or if you want us to hold a Skype-presentation for your colleagues – please contact our managers at [email protected]

Do you have an online-store or a food delivery service (pizza, sushi, rolls), chinese or indian cuisine restaurant with an option to deliver food to your customers or anything (whatever) else that requires a delivery service?

Courier on the map

We have a ready-made business solution for you and your highly valued customers, which would make it just impossible for them to miss their courier and would enable your end customers to be always aware when exactly the courier arrives. The location of your courier will never again be a mystery to them! From now on your customers can track all the movements of the courier on the map. Which gave our feature its name, courier on the map. Let`s have a close look at a particular case from our own practice.

Real case
One of our customers is a distributor of spare parts for trucks. The company has a highly developed and large courier service. Before the company started using our feature Courier on the map, the situation with communication between their couriers and managers gave them a hard time.

Clear enough, it is the liability of a courier to deliver spare parts to the customers of the company. And he has to do it on time. Imagine you are a customer. What would you want to do? Sure, you would wish to have a look at the map and to find your courier, and in addition to this you would want to track his movements in real time. Just enter your order reference number and you`ll see you courier on the map.

Enter your order number and you will see the map with your courier on it in real-time mode
Enter your order number and you will see the map with your courier on it in real-time mode

This is exactly what we have suggested to our customer! Before this company started using our mobile app, their couriers had to call the managers and tell them their current location, and this, in its turn, was not always convenient because the procedure demands first of all, time and, secondly, an opportynity to call, which is sometimes hard to find in our hectic life with endless deadlines and complicated schedules.

Solution found!

Your courier on the map, his task and the estimated time of the courier`s arrival
Your courier on the map, his task and the estimated time of the courier`s arrival

You can add our plugin Courier on the map on your website and enable your customers to see their courier on the map. In addition to this your cutomers will see the estimated time of the courier`s arrival. As simple as that! This option, like any other option we suggest, will make your business more transparent and will help your customers to be satisfied. And satisfied clients are loyal clients. As a business owner you surely know this.

When carrying out assignments outside the working place, employees receive important information that, as a rule, is to be kept and sent to an office for further use in work or for making reports.

This data can be of various kind. For example, a sales representative may need to send info about an order from a customer, a merchandiser — records on products display, a service engineer — the broken spare part model…The list can be continued with different professions, but the common point among all of them is that the gathered information should reach the office (colleagues or the head) — promptly and comprehensively.

The new feature in the Loccate service is a perfect solution for such a task. Let us introduce “Forms”— a universal mobile employees data collection available via the mobile app Loccate Tracker.

Continue reading “Forms in tasks: how to transfer info from “fields” directly to an office?”