Plan, Track and Verify Every Field Visit
Smart Field Squad gives sales, service and collection teams one app for the field day. Staff check in at the client with a live photo and GPS, record each meeting and get it confirmed by the client, while managers follow the day on a live map.
What Smart Field Squad Does
Plan, track and verify field visits with live photo and GPS check-in, client OTP, live maps, travel and field performance reports.
Business Challenges
- Managers cannot confirm whether a field visit or client meeting really happened.
- Visit reports are typed in the evening from memory, so outcomes and follow-ups are lost.
- Travel claims are hard to check against the actual route.
- Field staff work in areas with weak network, so apps lose data.
Core Capabilities
- Visit planning and assignment
- Live photo + GPS check-in
- Geofence check at the client location
- Client OTP by SMS or WhatsApp
- Meeting outcome, follow-up and signature
- Custom visit forms
- Live map and route playback
- Travel worked out between visits
- Offline mode with automatic sync
- 25 field reports and performance scores
Smart Field Squad Workflow
Plan the day
Managers assign visits. Staff see their plan in the Pedinno staff app.
Check in at the client
A live photo and GPS confirm the staff member is at the right place.
Meet and record
The client confirms with an OTP. Staff record the outcome and next follow-up.
Check out
Visits, meetings and travel flow into the daily MIS and performance reports.
Modules and Functional Areas
Visit Planning
Assign visits to leads, clients and territories, with targets and recurring visits.
Check-in & Verification
Live photo, GPS and geofence at check-in, and client OTP for meetings.
Meetings
Outcome, requirements, next action, follow-up, amount, documents, signature and forms.
Live Map
Current location, route playback and travel between visits for each staff member.
Exceptions
Missed visits, failed OTPs and geofence issues go to the manager for a decision.
Reports & Performance
25 field reports in Excel and PDF, with daily performance summaries.
User Roles
Integration Options
- Pedinno AI HRMS attendance
- Inquiry and lead management
- Task management
- Smart Employee MIS
- SMS and WhatsApp for client OTP
Benefits
- Verified visits instead of self-reported ones
- Follow-ups recorded at the meeting, not from memory
- Clear travel and performance data for every field employee
Use Cases
- School admission and sales teams visiting schools and parents
- Field service engineers handling installations and repairs
- Collection and distribution teams covering a territory
How We Protect Product Data
- Tracking runs only between check-in and check-out, or only during visits, as set by policy
- The employee must give consent, and can pause tracking during personal time
- Mocked GPS locations and points outside the working window are rejected
- Client OTPs are stored only as a secure hash
Location tracking must follow your organisation’s policy and the employee’s consent. Configure tracking modes and notices to suit your workforce.
Smart Field Squad Frequently Asked Questions
No. Tracking runs only in the window your policy allows: from attendance check-in to check-out, during working hours, or only while a visit is in progress. Staff must give consent first.
When a meeting starts or ends, the client receives a 6-digit code by SMS or WhatsApp and gives it to the staff member. You can require OTP for all meetings, selected clients or high-value visits.
Yes. Visits, photos and location points are saved on the phone and sync automatically when the network returns.
Yes, with the right permission. Managers can see the live location and play back the route for the day, with travel worked out between visits.
Yes. Visits can be planned against leads, follow-ups are written back to the lead, and each completed visit appears in the employee’s daily MIS.
Ready to See Smart Field Squad in Action?
Request a product demo or talk to our team about your specific requirement.
Solve everyday problems with Field Squad
Field Visits You Can't Verify? Check In With Photo, GPS and OTP
Unsure whether field visits really happened? Learn how photo and GPS check-in and client OTP make visits verifiable with Pedinno Smart Field Squad.
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