SFA

The rep's whole day, attendance to end-of-day, working without signal

A fully offline-first field app: attendance, beat plans, a guided visit, orders and collections, merchandising and end-of-day, synced when signal returns.

FieldDNA Field Sales (SFA)

What it does

  • Begin Day with GPS attendance, then a beat plan (drag order, calendar, approvals)
  • Guided Active Visit: notes with voice-to-text (EN/HI) and photos, order with on-device promotions
  • Collect payment, feedback and complaints in the same visit
  • Merchandising and competitor capture in the same visit (see the Merchandising module)
  • Close-call exit validations and an End Day report; leave balances and manager approvals
  • PWA with a service worker and IndexedDB, encrypted offline payload and remote wipe

How it works

  1. 1Begin Day
  2. 2Beat
  3. 3Visit
  4. 4Close call
  5. 5End Day
  6. 6Sync

KPIs you will track

  • Coverage %
  • Productive calls
  • Lines per call
  • Order value per visit

Who it is for

  • Field reps
  • Area sales managers
  • Regional heads

A closer look

The whole day, built to work offline first

The rep begins the day with GPS attendance and a beat plan they can reorder, then runs a guided Active Visit with voice-to-text notes in English or Hindi, photos and an order that applies promotions on the device. Payment, feedback and complaints are all captured in the same visit rather than in separate apps.

More than orders at every call

Merchandising captures facings, share of shelf, planogram adherence and a POSM audit, alongside competitor activity, so the visit produces market intelligence as well as a sale. Close-call exit validations and an End Day report keep the day honest, and leave balances and manager approvals live in the same place.

Engineered for no signal

The app is a PWA backed by a service worker and IndexedDB, with the offline payload encrypted and a remote wipe available if a device is lost. Work done in a dead zone is held on the phone and synced when signal returns, so coverage never depends on the network.

Frequently asked questions

Does the app work without signal?

Yes. It is fully offline-first: attendance, beat plans, orders, collections and on-device promotions all work offline and sync when signal returns.

Is data safe if a device is lost?

Offline payloads are encrypted, and a device can be remotely wiped.

What does a visit capture?

A guided visit covers notes with voice-to-text, orders with on-device promotions, collections, merchandising and competitor capture.

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