Supervisors start with limited field visibility
Phone updates make it difficult to understand who has started the day.
How SalesTOS helps
Use mobile attendance check-in and manager visibility to review the team start.
Field Service & Support
Know where the field day started and which customers were visited.
Give customer-facing field teams a consistent way to record attendance, route activity and customer visits. Help supervisors review the working day without promising a full service-ticket or dispatch system.
Built for the people behind the customer relationship.
For businesses with field representatives visiting customer locations for support follow-up or account contact. Supervisors can review attendance and visit history across their assigned teams.
From challenge to action
Give everyday field work a clearer structure.
Customer contact is reported inconsistently
A completed visit needs a record even when no sale occurs.
How SalesTOS helps
Use customer visit logging to retain time and location context for the contact.
Travel context is missing from daily updates
Supervisors need to understand movement between customer locations.
How SalesTOS helps
Review route history alongside recorded visits.
Follow-up depends on one employee memory
The next customer call needs context from earlier field contact.
How SalesTOS helps
Use visit history and manager review to discuss what needs another visit.
A typical working day
From the first call to the manager review.
A practical example for field service & support; the steps depend on your enabled modules and employee roles.
Start the field day
Record attendance through the mobile workflow.
Review customer visits
Check the assigned customer list and intended route.
Record the contact
Log the customer visit when the field meeting takes place.
Review the visit history
Keep the account contact record available for the next follow-up.
Close the supervision loop
The manager reviews attendance, routes and visits with the employee.
Relevant capabilities
Useful tools, close to the customer.
For the field team
- Mobile attendance
- Record the employee start of the working day.
- Customer visits
- Keep a dated record of customer contact.
- Route history
- Review movement between recorded field visits.
- Expense submission
- Record field expenses through the enabled workflow.
For managers
- Supervisor visibility
- Review activity across the assigned team.
Illustrative workspace · Sample data
Customer visit day
Sample Customer Location
Customer activity · Example field day
- 1Attendance recordedPrepare
- 2Assigned customer visitedVisit
- 3Route history availableRecord
- 4Supervisor review readyReview
Team view Activity available for review
Suitable packages
Choose the tools behind your workflow.
Start by reviewing Field for attendance, routes and customer visits. Add order or collection modules only when your team needs those workflows.
Explore the current plans and features for your team.
Features and availability follow the current package catalogue. Compare all package features and configured limits.
Practical questions
Field Service & Support FAQs
Can we use SalesTOS without orders or collections?
The Field package focuses on attendance, routes, visits, expenses and manager visibility. Review its current features on the pricing page before selecting it.
Does this create service tickets or dispatch technicians?
Ticketing and technician dispatch are not advertised in this workflow. The focus is recording employee field activity and customer visits.
Are spare parts and SLA timers included?
Spare-parts management, service-level timers and repair-job tracking require separate verification. They are not implied by visit logging.
Can a supervisor review a customer visit history?
Customer visit logging and manager visibility support account-contact review according to configured access. Agree employee assignments and reporting roles during setup.
What should a support-team demo cover?
Demonstrate attendance, two customer visits, route history and the supervisor view. Bring any ticketing or dispatch requirements as separate questions so the scope remains clear.
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Bring a representative customer account and a typical working day to the demo.