# Field sales and operations software | Corex360 > Corex360 for field and operations: fleet tracking, projects and customer records on one core; files tied to the record, a broken rule opens a task. Source: https://www.corex360.com/en/solutions/field-operations Last updated: 2026-09-29 --- [Home](https://www.corex360.com/en) [Solutions](https://www.corex360.com/en/solutions) Field and operations 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. [Request a demo](https://www.corex360.com/en/contact?konu=logistics#form)Follow the day 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. - 07:30 Plan - 09:00 On the road - 11:00 Site - 13:30 Step - 16:00 Service - 18:30 Close 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](https://www.corex360.com/en/blog/account-card-vs-customer-card), and a broken rule opens a task. 07:30 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. **The day's plan** illustrative - Task **Villa project · survey** - Customer **Card open · Projects tab** - Meeting **Earlier note on the card** - Vehicle **Service van · tracking linked** X AI · Open tasks on the card; the history in the same place. 09:00 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. ![A white service van on the Bosphorus coast road in morning light] 11:00 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](https://www.corex360.com/en/modules/corex-drive) tied to the record. The photo is not forgotten on the phone; who can see it depends on permission. ![A freshly tiled pool edge on a villa site above the Bosphorus, marble samples and a helmet] 13:30 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. **Customer card** illustrative - Project **Villa · Projects tab** - Task **Survey · closed** - File **Photo · in Drive** - Customer **Same card** X AI · Project, task and file on the same customer card. 16:00 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. **Service task** illustrative - Rule **Service date · passed** - Task **Service appointment · opened** - Owner **Operations · assigned** - List **In open tasks** X AI · When a rule breaks, the task opens on its own. 18:30 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. ![A service van parked in front of the office at dusk, the field lead walking in] 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. Fleet Project Task Files Photo Customer Attendance Rule Meeting Contract Corex Drive Morning report ![Corex360] intelligence 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. **Vehicle service** - What happened Service date reached - What is missing No service task open - Follow-up Service task + owner **Missing file** - What happened Task closed - What is missing No file added to the card - Follow-up Reminder + task **Delivery approaching** - What happened Delivery date near - What is missing Task still open - Follow-up Task 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. ![A pool edge on a villa site, marble samples and a helmet] - 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. [Request a demo](https://www.corex360.com/en/contact?konu=logistics#form)[WhatsApp](https://wa.me/905321323288)[+90 532 132 32 88](tel:+905321323288) 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. 07:30Fleet The fleet system connects to the core. 09:00Mobile app iOS and Android app. 11:00CRM Meetings, projects and files on the customer card. 13:30X AI Opens and assigns a task when a rule breaks. 16:00Attendance Clock-ins land on the staff card. 16:00Corex Drive Photos and documents tied to the record. 18:30Intelligence core Reads records, notices risk. 18:30 FAQ ## What field teams ask. The questions an operations team researches when looking for software, and Corex360's answers. ** 01 How 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](https://www.corex360.com/en/blog/field-sales-automation). ** 03 Where 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](https://www.corex360.com/en/industries/field-service) page. ** 05 Where 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](https://www.corex360.com/en/industries/construction) page, and the day of the person running the project is on the [project manager](https://www.corex360.com/en/solutions/project-managers) page. ** 07 Where 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](https://www.corex360.com/en/blog/what-is-a-route-plan). ** 09 Does 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. ** 11 How 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](https://www.corex360.com/en/industries/pool-and-spa) page. ** 02 Does 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. ** 04 Where 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. ** 06 How 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](https://www.corex360.com/en/industries/pool-and-spa) page. ** 08 Is 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. ** 10 Which 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. ## Read more on this - [field sales automation](https://www.corex360.com/en/blog/field-sales-automation) - [what a route plan is](https://www.corex360.com/en/blog/what-is-a-route-plan) - [Corex360 modules: what each module does](https://www.corex360.com/en/modules) - [Who builds Corex360](https://www.corex360.com/en/about) Related articles ## Keep reading. [Back to the blog](https://www.corex360.com/en/blog) [Industry How pool and spa companies track after-sales service Pool and spa service tracking is the work of keeping a handed-over pool's pump, filter, warranty, maintenance plan, and every service visit on one record, so the years after handover stop being guesswork. The real relationship with the customer starts with the first maintenance call. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/pool-spa-service-tracking)[Field How to manage a field service team: work orders, routes, and reports Field service management is the practice of running a field team on jobs opened with a work order, assigned to the right person, and closed with a photo report. A technician's day shows the routine step by step, from the morning's work order to recurring maintenance. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/field-service-management)[Field What is a route plan? Route planning for sales reps and the order of field visits 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. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/what-is-a-route-plan)[Field What is field sales automation, and how it differs from mobile CRM Field sales automation is the practice of keeping a rep's day on one record from plan to report; mobile CRM carries the record to the phone. Which field team needs which becomes clear in one rep's day. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/field-sales-automation)[Projects Are task tracking and project management the same thing: where the difference begins Task tracking is the practice of following the owner, date, and status of individual jobs; project management puts those jobs in order for one delivery and shows how one delay moves the rest. The difference appears where jobs start waiting on each other. Date 25 September 2026 Read the article](https://www.corex360.com/en/blog/task-tracking-vs-project-management)[Projects How to choose project management software: deciding by the kind of work Choosing project management software is a decision made by the kind of work, because an agency, a building site, and a software team do not get the same job done in the same tool. Criteria, a demo test, a switch plan, and the limits. Date 25 September 2026 Read the article](https://www.corex360.com/en/blog/how-to-choose-project-management-software) Other 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](https://www.corex360.com/en/blog/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. [Manager One list in the morning, one screen all day. Corex360 for the manager: pending approvals, risks, team pulse and field status in one briefing every morning. Read the story](https://www.corex360.com/en/solutions/managers)[Sales team Every conversation on the card, every quote followed. Corex360 for the sales team: WhatsApp, Instagram, email and calls on the same customer card; the price question becomes an opportunity, the opportunity a quote, the quote a contract, all on one card. Read the story](https://www.corex360.com/en/solutions/sales-teams)[Accounting and HR Leave, attendance, on one record. Corex360 for accounting and HR: clock-ins land on the staff card; leave, advance and overtime requests run through an approval flow, and the approval is logged. Read the story](https://www.corex360.com/en/solutions/accounting-hr)[Unify channels Three channels, one card, one person. The same customer writes on Instagram in the morning, sends a photo on WhatsApp at noon, calls the office line in the evening. Read the story](https://www.corex360.com/en/solutions/unify-channels)[Hand it to the assistant X AI does the follow-up, you make the decision. X AI is the artificial-intelligence assistant inside Corex360. Read the story](https://www.corex360.com/en/solutions/hand-it-to-the-assistant)[Measure the team fairly The score comes from the work, the effort becomes visible. If the one who arrives early but does not finish and the one who arrives late but closes the job sit in the same table, the measure is wrong. Read the story](https://www.corex360.com/en/solutions/measure-the-team-fairly) Resources ## Related pages [Business templates Route plan, leave request form and service slip templates.](https://www.corex360.com/en/business-templates)[Integrations Systems that connect to Corex360, each with its source.](https://www.corex360.com/en/integrations)[X AI What the assistant does, what it leaves for approval and where your prompt goes.](https://www.corex360.com/en/x-ai)[Pricing prep wizard No figures: choose the topics to discuss in your quote.](https://www.corex360.com/en/pricing-prep-wizard)