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A field app for a sales and service team

A company replaced calls and chat messages with an offline-capable app for field visits, orders and photos.

At a glance

Client
A consumer durables company with a field sales and service teamName withheld for confidentiality
Focus area
Operations
Scope
Field app, offline sync and management dashboard

The challenge

Field staff reported visits, orders and service photos through phone calls and messaging groups. Information was lost, orders were entered late, and managers could not see what happened in the field.

Many visits were in areas with poor mobile coverage.

Our approach

  1. Digitise the forms

    Visit reports, orders and service checklists became simple in-app forms.

  2. Work offline

    The app stores data on the device and syncs when a connection returns.

  3. Capture proof

    Photos and location are attached to each visit automatically.

  4. Give managers visibility

    A dashboard shows visits, orders and issues by person and region.

The solution

Field staff now record visits, orders and photos in one app, even without signal. Data reaches the office as soon as they reconnect.

Managers see field activity in near real time and spot problems early.

Results

  • Structured visit, order and service forms
  • Full offline mode with automatic sync
  • Photo and location capture on every visit
  • Management dashboard by person and region

Technology used

  • React Native
  • Offline-first sync
  • Node.js
  • PostgreSQL
  • Admin dashboard

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