Fieldmate Admin Web Manual

Every company will definitely have different needs and jobs for each of their field team members. We hope that this help center can server to help you get the most out of Fieldmate application.

If you have other feedbacks, please do not hesitate to let us know by sending a WhatsApp directly to us at: +62 8113426391.

 

Getting Started

Learn how to get started setting up Fieldmate and mobile applications for your field force.

Team Members

Team members are your field force members. You can manage and view your field force members.

Activities

See all the activities happening related to your field force and your customers.

Schedules

Create, bulk assign, and view schedules to your field force and customers. You can do a recurring schedule as well.

Task Templates

Has a typical set of tasks to do in each schedule? Create and manage these task templates.

Products

Setup your inventory and products so that your field force can know your inventory.

Expenses

Setup your inventory and products so that your field force can know your inventory.

Invoices

Setup your inventory and products so that your field force can know your inventory.

Customers / Places

Manage customers and places that you would like your field force to check-ins and perform other activities.

Orders

View and process orders submitted by your field force.

Forms

Create custom forms such as survey form, on-site support form, and visitation form for your field force to record when visiting a customer / place.

Announcements

Send and post announcements to your field force.

Reports

View reports such as schedule reports, clock-in report, and many others.

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