Daily visit plan (Call Plan)
Assign the stores each rep must visit per day; auto-generate routes and set visit frequency.
Pre-Sales system — plan store visits, capture orders, and manage field sales teams
Pre-sales reps take orders at the store first and deliver later (unlike van sales, which sells stock straight off the van). FMS gives reps a clear daily visit plan, check-ins that confirm they actually reached the store, billing done in a few taps, and managers who can see at once who covered their stores, how many they closed, and whether they hit target.
Core capabilities
GPS check-in + storefront photo
Check in and out with GPS coordinates and a storefront photo, confirming the rep really reached the store.
Bill from a phone on-site
Bill and capture orders on behalf of customers in a few taps, on screens designed for minimal tapping.
Per-segment pricing + credit check
The system pulls per-segment pricing and checks the credit limit and outstanding balance before billing.
Works offline
Bill and check in even with no signal; data syncs back once online.
Target vs actual (achievement %)
Measure per-person achievement %, see who hit target and who's short — no manual tallying.
Everything it does
Plan & make store visits (Call Plan)
- Assign the list of stores each rep must visit, day by day
- Auto-generate visit routes and set frequency (e.g. weekly)
- Check in and out with GPS coordinates on every store visit
- Capture a storefront photo and a customer signature in the app
- Log the reason for stores visited but not sold
Bill & capture orders on-site
- Bill on behalf of customers from a phone in a few taps
- See on-hand stock and what the store has ordered before
- Pull per-segment and tiered pricing automatically
- Apply promotions and free goods on real conditions
- Keep working when the signal drops, then sync back
Credit & collections
- Check the credit limit and outstanding balance per store before billing
- Take both cash and credit payments
- Collect and present bills on each store's cycle
- Summarize the cash a rep must hand in at day's end
Measure & manage the team (KPI)
- Target vs actual (achievement %) per rep, per month
- Visit coverage % against plan and effective call (visits that produced a sale)
- Average value per bill and bill count for each rep
- Distance, working time and expense per trip
- Split into sales territories and view results by territory
Why Pre-Sales reps matters
Field sales is a major cost, yet most owners can't see whether each rep actually visits stores as planned, how many they close once inside, or whether they just drove past. When the visit plan, check-ins, billing and sales sit on one data set, you can genuinely measure coverage (did they visit every store in the plan?) and effective call (did the visit produce an order?) — and tune routes and targets precisely, instead of trusting reports the reps write themselves.
Want to see Pre-Sales reps working in your business?
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