Field sales and service tracking software
Field sales software: the team on the road,
the record at the office.
Field sales and service tracking software is a tool that keeps the field team's vehicle, tasks, photos and reports on the same record as the office. In Corex360 the fleet tracking system connects to the core; project, task and file sit in the tabs of the same customer card. When a rule breaks, X AI opens a task; the office sees it in the morning report without calling the field.
Short answer
Vehicle tracking, projects and the customer record share one core; the field works from the iOS or Android app and the office sees the same record.
A field lead's day · illustrative
From the morning plan to the evening close.
This field lead's day is a scenario; the times and records are examples. The flow follows how Corex360 works for the field: vehicle and project on one core, the file on the card, the task from the rule, the office from the morning report. The day starts with the job list on the phone; fleet tracking sits on the same core, the site photo on the card, the project step on the customer card, and a broken rule opens a task.
Plan
The day's work on the phone.
Your open tasks and the card of the customer you are visiting are in the app. The earlier meeting, the open project and the files sit in the tabs of the same card. Nobody asks 'where to today?' in a WhatsApp group.
On the road
Fleet tracking on the same core.
The fleet tracking system is tied to the Corex360 core; the vehicle record is not on a separate panel but on the same core as the customer and project records. The office looks at the same place without opening another program.
Site
Photo and document on the card.
The survey is done; you put the photo and the document in the Files tab of the customer card, and they sit in Corex Drive tied to the record. The photo is not forgotten on the phone; who can see it depends on permission.
Step
The project on the customer card.
You opened the project from the Projects tab of the customer card; today's survey task is closed and the photo and document are on the same card. Because sales sees the same card, nobody calls to ask how it is going.
Service
A rule broke, a task opened.
The rule you wrote for the service van's maintenance date broke today; X AI opened the task and assigned it to the operations lead. The maintenance calendar lives in the rule instead of on paper.
Close
The office knows the field without calling.
Today's closed task, the file put on the card and the service task that opened are on record. X AI gives an end-of-day summary; your manager sees the morning report on the phone or in the browser. You write a separate report to nobody.
Why it is possible
Vehicle, project, report on one record.
The field gets scattered by the vehicle: fleet tracking on one panel, the task in other software, the photo on the phone, attendance on a separate device. In Corex360 the fleet tracking system and the attendance device connect to the core; project, task and file sit in the tabs of the same customer record. X AI follows rule-bound work and opens a task when a rule breaks; the office sees the field in the morning report.
Rule
How does field work run on rules?
Corex360's assistant X AI watches rule-bound work; when a rule breaks it opens the work as a task and gives it to an owner. The service, file and delivery rules are written once; they stay when the team changes. For example, if a maintenance date arrives and no service task is open, a service task opens and is assigned an owner; if no file was added to the card of a closed task, a reminder goes out.
- What happenedService date reached
- What is missingNo service task open
- Follow-upService task + owner
- What happenedTask closed
- What is missingNo file added to the card
- Follow-upReminder + task
- What happenedDelivery date near
- What is missingTask still open
- Follow-upTask to owner + morning report
We thought in your place
If we were in the field, what would we want?
The list holds sentences you know from your own vehicle; opposite each is what Corex360 does today. Starting the day by seeing where to go in one place, taking the photo on site and being done, fleet tracking that does not sit on a separate panel, a service date that is not missed, and clock-ins that do not stay on paper are among them.
- I would want
See where I go today in one place in the morning.
Corex360 Your open tasks and the customer card are in the app; the earlier meeting and the project sit in the tabs of the same card.
- I would want
Take the photo on site and be done.
Corex360 Photos and documents sit in the Files tab of the customer card, in Corex Drive, tied to the record.
- I would want
Fleet tracking should not sit on a separate panel.
Corex360 The fleet tracking system connects to the Corex360 core; the vehicle record sits on the same core as customer and project records.
- I would want
No service date should leave anyone stranded.
Corex360 A rule is written for the service date; when it breaks, X AI opens a task and assigns an owner.
- I would want
My clock-ins should not stay on paper.
Corex360 The attendance device connects to the core; clock-ins land on the staff card.
- I would want
Sales should not have to ask me how the job is going.
Corex360 The project sits in the Projects tab of the customer card; sales sees the same card.
See it on your own site.
We build the demo with your vehicle, your project and your customer card. In the call you watch a field task show on the phone, a site photo land on the customer card, and a task opened by a broken rule, using an example from your own project. You can reach us through the demo form, WhatsApp or phone; if you have a question, write to us directly.
Corex360 modules
Which modules work in the field?
The modules in the field are parts of the same Corex360 core; each card shows the hour of the day it steps in. The project sits in the Projects tab of the customer card, and the fleet tracking system and attendance device connect to the core. The iOS and Android app goes to the field, Corex Drive ties photos and documents to the record, and X AI opens a task when a rule breaks.
Projects
The Projects tab on the customer card.
Fleet
The fleet system connects to the core.
Mobile app
iOS and Android app.
CRM
Meetings, projects and files on the customer card.
X AI
Opens and assigns a task when a rule breaks.
Attendance
Clock-ins land on the staff card.
Corex Drive
Photos and documents tied to the record.
Intelligence core
Reads records, notices risk.
FAQ
What field teams ask.
The questions an operations team researches when looking for software, and Corex360's answers.
01How does a field sales team use Corex360?
A field sales team looks at the same customer card as the office: the earlier meeting, open opportunity, quote and contract sit in the tabs of that card. A new opportunity opens with the New Opportunity button on the card, and X AI reminds you of quotes without a reply. The general flow of field sales is covered in field sales automation.
03Where do photos from the field go?
In Corex360 photos and documents sit in the Files and Drive tabs of the customer card, in Corex Drive, tied to the record; files are encrypted and permission-bound. The flow from booking to report and invoice is on the field service firms page.
05Where are projects tracked?
In Corex360 a project opens from the Projects tab of the customer card; tasks, files and meetings are in the tabs of the same card. For work with building sites, the flow from survey to final acceptance is on the construction firms page, and the day of the person running the project is on the project manager page.
07Where does the office see the field?
The office sees the field on the Corex360 customer card and in the X AI morning report, which opens in the iOS and Android app and in the browser. No need to call the field crew. How the visit order is built is explained in what a route plan is.
09Does the customer see the project's progress?
In Corex360 the project sits in the Projects tab of the customer card; sales and management see the same card.
11How does a pool maintenance company track service visits and contracts?
The maintenance contract and service visits are kept on the customer card; once the service date is tied to a rule, X AI opens a task and assigns an owner when the rule breaks. More for pool and spa firms on the CRM (customer relationship management) for pool and spa firms page.
02Does our existing fleet tracker connect to Corex360?
Vehicle tracking connects to the Corex360 core; which account connects and how is verified at setup. The vehicle record then sits on the same core as customer and project records.
04Where do attendance records go?
The attendance device connects to the Corex360 core; clock-ins land on the staff card. The fleet tracking system is tied to the same core.
06How are vehicle service and maintenance managed?
In Corex360 the service date is tied to a rule: X AI follows rule-bound work and, when the rule breaks, opens a task and assigns an owner. The maintenance calendar is not kept on paper or in memory. A sector example of recurring service is on the pool and spa firms page.
08Is the app hard for the field crew to learn?
The Corex360 mobile app runs on iOS and Android; the field crew looks at the same record as the office and learns no separate program.
10Which software do field service teams use to track jobs?
Field service teams use tracking software that ties the work order, photos and report to the customer record. In Corex360 the field crew uses the iOS and Android app to look at the same customer card as the office; tasks, files and meetings sit in the tabs of that card.
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Keep reading.
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A route plan shows which customer a field rep visits on which day and in what order. It differs from a route, yet the plan often stays on paper where the office cannot see it.
DateRead the articleFieldWhat is field sales automation, and how it differs from mobile CRM
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DateRead the articleProjectsAre task tracking and project management the same thing: where the difference begins
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DateRead the articleOther solutions
Which desk is yours?
Corex360 solution pages come in two groups. Pages by role follow a working day of the manager, the sales team, the field team, accounting and HR, customer service, the project manager and the architecture practice. Pages by need take one job each: customer tracking, quote tracking, leave tracking, unifying channels, handing follow-up to the assistant, measuring the team, or the hosting decision. All of them run on the same Corex360 core.
Resources
Related pages
Route plan, leave request form and service slip templates.
IntegrationsSystems that connect to Corex360, each with its source.
X AIWhat the assistant does, what it leaves for approval and where your prompt goes.
Pricing prep wizardNo figures: choose the topics to discuss in your quote.
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