Distribution & Field Sales Software
Optimize store visit routes, capture orders on-site, and manage territories with zone-based optimization and recurring schedules.
Store Visit Scheduling Across Large Territories
Sales reps cover territories with hundreds of stores that need regular visits — some weekly, others monthly. Scheduling these visits manually across a large geography leads to inefficient routes, missed visits, and uneven coverage.
Order Capture in the Field
Reps take orders on paper or disconnected apps during store visits. Orders get lost, quantities are misread, and there is no real-time visibility into what was ordered until reps return to the office and manually enter data.
Territory Management and Rep Assignment
Territories are drawn on paper maps or defined loosely by zip codes. When reps cross into each other's territories, customers get confused by different contacts, commission disputes arise, and coverage gaps emerge at territory boundaries.
Sales Route Efficiency
Reps plan their own routes, typically visiting familiar stores first rather than optimizing for geography. This results in excessive driving time, fuel waste, and fewer stores visited per day than the territory could support.
Visit Frequency Compliance
Key accounts require weekly visits while smaller accounts need monthly visits. Without automated scheduling, high-value accounts get skipped during busy weeks and low-priority accounts get over-visited, misallocating sales resources.
Performance Tracking by Territory
Managers cannot compare territory performance because data is fragmented across spreadsheets, CRMs, and rep notebooks. Without consistent metrics on visits completed, orders captured, and coverage rates, territory rebalancing is guesswork.
Territory Optimization with Jurisdiction Zones
Draw jurisdiction polygons on the map to define territory boundaries. The MINIMIZE_OVERLAP optimization goal keeps reps within their assigned zones, using ray-casting point-in-polygon checks to assign jobs to the correct territory. When territories change, redraw and re-optimize.
Recurring Visit Schedules via Job Templates
Create job templates with RRULE recurrence rules — weekly visits for key accounts, bi-weekly for mid-tier, monthly for smaller stores. Templates automatically generate jobs on schedule, copying all properties including customer, location, forms, and tags.
On-Site Order Capture Forms
Custom forms with number fields for quantities, select/multi-select for product SKUs, image capture for shelf condition photos, and signature for delivery confirmation. Reps complete forms on the mobile app during the visit, with offline support and auto-sync.
GPS-Verified Store Visits
Attendance check-in with GPS geofencing (100m radius) confirms reps actually visited each store. Photo capture provides additional verification. Visit timestamps are recorded automatically, creating an auditable log of visit compliance.
Territory Performance Analytics
Analytics track visits per rep, completion rates, and coverage percentages by territory. Filter by date range, worker, or location to compare territory performance. Data quality flags highlight stores that were missed or visited outside their scheduled frequency.
Efficient Multi-Stop Route Plans
The route optimizer plans the most efficient sequence of store visits within each territory, respecting store operating hours as time windows and accounting for service duration at each stop. Reps spend more time selling and less time driving.
Route Optimization
Solve multi-stop routes with time windows, capacities, skills, and cost goals in minutes.
Learn more →Scheduled Jobs
Automate recurring work with flexible recurrence rules and predictable execution windows.
Learn more →Custom Forms
Design mobile-ready forms for inspections, checklists, proof of service, and compliance.
Learn more →Geofencing
Define service zones, territory boundaries, and check-in areas with map-based controls.
Learn more →Analytics
Track operational performance with dashboards for jobs, routes, workforce, and service quality.
Learn more →Mobile App
Give field workers an offline-first app for routes, jobs, check-ins, and form completion.
Learn more →Ready to optimize your field operations?
Start with the free plan. No credit card required.