Features of Employee Tracking App

Verified collection, Notes with history, Reminders, Outstanding bills and many more!

Flawless Digitized Reporting

  • Visit report is captured through Google-maps directly from the location of visit.
  • User can take one live picture at the visited contact’s location. No stored image can be uploaded.
  • App reports status of GPS, Internet and device battery.
  • App records real date and time only.
  • App login can be done from a specific device only, admin controls the device.

Benefits

  • Clarity on check-in and check-out time with total time spent at dealer location.
  • Helps the company to identify and take timely decisions on weak areas of operations.
  • Same data could be accessed by the user, team leader, and the company owner which brings transparency like never before and helps develop accountability among teams.

Attendance

  • Employee can mark the attendance at predefined location or from field (As configured by owner) using the APP.
  • Attendance marked using MoneyTrack® app will capture real time GPS location.
  • Attendance can be GPS location specific- user needs to be at the location to mark the attendance unless otherwise configured to mark attendance from anywhere in field.
  • Attendance with ‘selfie’- admin has and option to make it mandatory in the MoneyTrack® APP.
  • User can capture Day Plan and get it approved if needed.

Benefits

  • Admin gets attendance details in real-time on admin panel (Owner’s dashboard) and can track user’s location on Google maps.
  • Team Leader (And owner) can get notification through SMS as and when any team member marks attendance.

Contacts

  • User can access the contact’s list and have access to contact’s details including its GPS location.
  • Admin can add/upload the contact list i.e. distributors, dealers, retailers or clients.
  • User can sync the contacts of company on the app i.e. distributor, retailer or clients.
  • Users can add new contacts also using the employee tracking app.
  • Admin can control to allow user to add new contact.
  • User can set the profile picture, GPS coordinates for the contact.
  • Contacts of a user can be transferred to another user.
  • Contacts can be assigned to users i.e. contacts of one user will not be accessible to others.
  • Team leader can access contact list of any team member.
  • Admin can control if the user can edit the contact details or not.

Benefits

  • Users can be assigned contacts directly from the admin panel, clear mapping of clients and business accountability in turn.
  • Any new contact added by user is stored on server and Admin has access to all the records.
  • Contact cannot be deleted by app user or team leader
  • Single window for business associate in terms of all kind of transactions.
  • GPS coordinates of contact will be auto captured during the first time check-in at contact’s location.

Visits

  • Sales, field employee can mark his/her visit(s) using the App. Details captured in reports.
  • List of contacts can be uploaded by the admin and can be assigned to specific user(s).
  • Given appropriate rights, field user can add the new contact using the App.
  • User can see when last visit was done and can review visit remarks.
  • User also has access to the total due amount2 towards the contact.
  • Check-in will capture the time and location (GPS coordinates) of the meeting.
  • Only after check-in user can book order, collect payments, capture cash/ cheque details, take notes or fill digital forms.
  • User needs to take at-least one image during the meeting (admin can disable this).
  • User can take multiple images during the visit.
  • User can not upload any pre-captured or forwarded image, camera will open to take image and only live image could be uploaded.
  • User can take image of the visited place, sign-board of the contact visited.
  • For retail business, images can be of stock or branding done at the retail counter.
  • User can take text notes related to meeting (this can be edited after meeting also).
  • User can also record audio notes of up to 5 minutes.
  • User can add details of other concerned people at the client’s office.
  • Check-out will capture the visit rating, remarks, check-out time and location (GPS coordinates).
  • At Check-out, user can set next visit date and will get the reminder by email, notification.
  • Team leader gets the list of reminders set by the team members, this keeps everyone connected

Benefits

  • Admin / Owner gets the real time details of cash picked-up from contact.
  • Admin, team leader have direct access to the user’s visit details in real-time.
  • Admin, team leader can see GPS-location, check-in, check-out time of the visits.
  • User can share order details directly using WhatsApp, SMS or Email with concerned person.
  • Audio note is big help for those users who are not very good in writing or don’t want to write long text notes.
  • Collecting contact details of all concerned people at client’s office helps you access the information more easily in future and you may run your marketing campaigns more efficiently.

Day Plan

  • User can access the contact’s list and have access to contact’s details including its GPS location.
  • Admin can add/upload the contact list i.e. distributors, dealers, retailers or clients.
  • User can sync the contacts of company on the app i.e. distributor, retailer or clients.
  • User can plan market visit for the day, week or even for month in advance.
  • Admin can view or plan or edit the day plan for any user.
  • Team Leader can view or plan or edit the day plan for any user of the team.
  • Day plan can be approved / disapproved by the Team Leader or Admin (Owner).
  • Day plan has information of contact(s) to be visited, planned time for the visit, purpose of the visit and remarks for reference.
  • Revisit date set during the check-out will create the entry in the day plan automatically.
  • User can copy the day plan to any future date, useful for many business verticals like FMCG where fixed beat plan is followed.

Benefits

  • User gets an alert by the app to follow the day plan which ensures that any planned visits are not missed. If missed then it gets reflected under deviation report for the Admin and the Team Leader.
  • The user and the Team Leader gets an email alert for the day plan.
  • User can not delete any visit plan from day plan which is added by or approved the Admin or Team Leader.

Due Bills

  • Admin can enter or upload dealer wise bills.
  • Sales force / collection executive can view all the bills due for any dealer.
  • Amount paid by dealer can be adjusted towards any of pending bills, which automatically reduces outstanding for that dealer.
  • Collection executive / salesman now can be tasked digitally! No need to wait for printouts or written lists.

Benefits

  • Due bill is visible to collection agent / salesman as and when bill is uploaded by admin.
  • Collection agent / salesman can collect amount and adjust it bill wise; partial payment too can be adjusted towards any bill.
  • Real-time information about net outstanding for any salesman / collection agent.

Day Reporting

  • User gets an email confirmation once attendance is successfully marked.
  • Team Leader receives a notification when attendance is marked by the users of his/her team.
  • User gets an email at the end of the day, with all his visits information.
  • Team leader gets an email with the details of all the visits done by his/her team members.
  • Team leader report has attendance details and visit details of all the users using employee tracking App under his leadership.

Benefits

  • Saves time of user, no more reporting by sending email to Team leader (reporting officer)
  • Quick, day reports are shared automatically after change of date, no more waiting for reports.

What’s your choice- manual tracking or flawless digital tracking? Smart business owners make smart choices! Take your business to next level- Manage Smart! Manage Digitally! Manage Accurate! Now on-demand accurate business critical information at your finger tips all with the help of world-class tracking APP MoneyTrack®! Affordable pricing and easy implementation