Work your route and record visits in the field sales app

The Rocket Field Sales app is built for the rep standing outside a customer's door. It opens on your route for the day, puts overdue and due follow-ups first, and records each visit with your location, whether or not the phone has a signal.

Before you start

• Sign in with your company code and your Rocket ERP user. See sign in to a mobile app.

• Allow the app to use your location. A visit is always recorded with one.

• Your manager assigns leads and customers to you on the web. Only records assigned to you appear on your route.

Your route

1. Open the app. My route lists the leads, customers and opportunities you are responsible for. Records with an Overdue follow-up come first, then those Due today, then later ones.

2. Filter with All, Leads, Customers or Opportunities.

3. Tap a card to see its Details and Recent activity without leaving the route.

4. Select Call to dial the number straight from the card.

When nothing is assigned to you, the route says Nothing assigned to you today.

Check in at a visit

1. On the card, select Check in.

2. Wait for Finding your location…. The panel shows the accuracy, for example Accurate to about 12 m. If location is off or refused, select Enable location or Open settings.

3. For a lead, pick the new status under Update status if the visit moved it on.

4. Under Notes, write What happened on this visit?, or select Dictate and speak. Your words are added when you stop.

5. Select Set a follow-up date if you agreed to come back.

6. Select Record visit.

The visit is recorded as a completed field visit with your position, linked to the lead, customer or opportunity, and the follow-up becomes a planned task. If the lead had no map pin yet, the visit's position becomes its pin.

Add a lead at the door

1. Select the add button on the route to open New lead.

2. Enter the Name and Phone. The Expected amount is optional.

3. Select Add lead.

The location is required: it becomes the new lead's map pin. The lead is assigned to you and appears on your route straight away.

With no signal

If there is no connection when you record a visit or add a lead, the app keeps it and shows Saved on this phone: "There is no connection right now. It will be sent automatically when there is." You do not need to record it again. Each visit carries its own key, so a visit sent again after a weak connection is never recorded twice.

Reading the route, opening records and the other screens need a connection.

What the office sees

Every visit appears in field sales tracking on the web, with the rep, the time, the notes and a pin on the map. Managers can also follow it in the app's Tracking screen. See field sales tracking and the field sales screen on the web, which offers the same route in a phone's browser.

Common questions

Why can't I record a visit inside a building? The phone could not find your location. Step near a window or outside and try again; the panel tells you why it is waiting.

I recorded a visit with no signal. Did the office get it? Yes, as soon as the phone reconnected. Keep the app open for a moment once you are back in coverage; the visit is timed when it reaches the system, so add the visit time to the notes if it matters.