Manage Field Teams With Real-Time Visibility
Field attendance, beat plans, visit logs, expense capture and live tracking — purpose-built for mobile workforces.
- Beat plans & route optimisation
- Geo-verified visit logs
- Expense capture from mobile
- Live tracking maps
- Daily Sales Reports (DSR)
- Order capture for FMCG
A complete overview of the Field Workforce module
Radix Field Workforce gives sales, service and field leaders the real-time visibility they need to run high-performing mobile teams. Beat plans, geo-verified visits, live tracking, mobile expense capture, daily sales reports and outlet order capture all live in one app — replacing WhatsApp updates, Excel DSRs and lost paperwork. Field reps spend more time selling and serving; managers spend less time chasing status updates.
Business problems this module solves
If any of these sound familiar, you are paying the cost of a missing platform — in time, money and employee trust.
Status by WhatsApp
Field updates live in chat groups and screenshots with no structured data for managers.
Beat non-adherence
Planned beats and actual visits diverge with no early warning to fix it.
Lost expense receipts
Paper receipts get lost, expense submission lags by weeks and reimbursement frustrates the team.
Slow order capture
Paper order books delay billing and create accuracy issues at distributor end.
Key features of Field Workforce
Beat Plans
Build beat plans by territory with route optimisation and adherence tracking.
Visit Logs
Geo-verified visit start, in-store time, photos, forms and outcomes.
Live Tracking
Real-time map of field force with status, last-seen and route history.
Mobile Expense
Capture expenses on the go with receipt OCR and approval workflows.
DSR Automation
Auto-generate Daily Sales Reports from visit and order data.
Order Capture
Capture orders, returns and stock at retail outlets for FMCG and pharma.
Field Productivity — This Week
How it works
Business benefits & ROI
Quantifiable outcomes enterprise teams typically see after rolling out this module.
Optimised routes and structured visit logs lift the visits-per-rep number.
Live tracking and DSRs replace lagging reports and surprise discoveries.
Outlet order capture flows directly into ERP for faster billing and dispatch.
Mobile expense with OCR and approval flows shrinks reimbursement cycles.
Industries using this module
FMCG Sales
Beat coverage, order capture and DSR for distributor and modern trade.
Pharma MRs
Doctor visits, sample capture and call effectiveness tracking.
Insurance Agents
Lead visits, policy generation and renewal collection.
Works with the tools you already run
Frequently asked questions
Does it support beat plans?
Yes. Build territory-based beats with route optimisation, mandatory stops and adherence tracking.
Can field reps capture orders?
Yes. Capture orders, returns and stock at retail outlets with offline support and CRM/ERP sync.
How is live tracking handled?
Battery-efficient location SDK with adaptive sampling and privacy controls — only tracks during working hours.
Does it work offline?
Yes. Visits, forms, expenses and orders sync when connectivity returns.
Can beats be optimised automatically?
Yes. Route optimisation considers mandatory stops, dwell times, traffic and distance to build efficient beats per territory and per day.
Does outlet capture work offline?
Yes. Orders, returns, stock checks and photos sync automatically when connectivity returns with conflict-resolution logic.
Can we customise the visit form per industry?
Yes. Field-level customisation lets FMCG, pharma, BFSI and services teams capture industry-specific data with conditional logic.
How is rep productivity measured?
Visits per day, beat adherence, conversion, order value and exception rates roll into productivity dashboards by rep, manager and territory.
Related platform modules
Run your field force like a connected operation
Beat plans, visits, orders and expenses in one mobile-first platform.