Field teams that run on WhatsApp,
not spreadsheets
Field-Team Lite connects jobs, routes, and proof-of-visit photos straight from WhatsApp into a simple manager console – so reps just reply on WhatsApp while ops leaders get live visibility, alerts, and end-of-day summaries they can act on.
Why teams switch to Field-Team Lite
We come in when ad-hoc WhatsApp groups, spreadsheets, and calls can’t keep up with routes, jobs, and proof-of-visit requirements.
Everything on chat, nothing in one place
Routing, instructions, and updates spread across WhatsApp, voice notes, and phone calls – no clean history per customer, route, or guard post.
Spreadsheets to “prove” work was done
Supervisors chase updates on calls and in Excel; proof-of-delivery photos and visit notes live in individual phones with no audit trail.
Leaders see issues only the next day
Missed sites, delayed routes, and escalations show up as complaints and penalties instead of early alerts managers can act on.
What Field-Team Lite gives you out of the box
A WhatsApp-first field operations layer – one simple console for managers, structured conversations for reps.
Jobs & routes in one view
Create jobs and routes per rep, branch, or territory. See today’s plan, live updates, and status at a glance.
Accept, start, complete from chat
Reps receive structured WhatsApp messages with buttons to accept, start, and complete work – no new app, no training overhead.
Photos, notes & geo-context
Capture photos, notes, and timestamps against each job. Build a trusted audit trail for clients, compliance, and internal QA.
Reminders and escalations
Automated nudges for overdue jobs, missed check-ins, or skipped locations – including manager alerts for high-risk routes.
Daily roll-ups & history
End-of-day summary emails, dashboards, and exports so leaders see coverage, exceptions, and trends without digging through chats.
Connect to your existing stack
APIs and webhooks to connect jobs and outcomes with your CRM, ERP, ticketing, or internal systems as you scale.
What Field-Team Lite feels like for executives & managers
WhatsApp-native for people on the move; a structured console for the people running the operation.
Executives — WhatsApp
Capture proof without leaving WhatsApp.
Structured outcomes; up to 3 images per visit.
Recent visits and follow-ups at a glance.
One-tap invite; no app install or training burden.
Messages queue and sync when signal returns.
GPS captured only at check-in—never in background.
Managers — Console & WhatsApp
Totals & highlights delivered on WhatsApp.
See GPS, notes, photos; drill by date / rep / area.
Instant search by rep / outlet / date — no chat scrolling.
Owner & due date → follow-up through to resolution.
One-click exports; BI-ready for dashboards.
Where Field-Team Lite fits best
Wherever people are on the move and work needs to be proven – not just assumed.
Guards & facility patrols
Guard posts, patrol routes, and incident logs coming in via WhatsApp with clean daily reports for supervisors and clients.
Last-mile & distribution runs
Delivery routes, PoD photos, and failed-delivery reasons captured in one place – not buried inside personal chats.
Visits, demos & service calls
Routes for sales reps or service engineers, with visit outcomes, follow-up tasks, and notes logged per account.
How teams actually use Field-Team Lite on the ground
From modern trade shelves to security posts, Field-Team Lite turns WhatsApp activity into structured visits, proofs, and dashboards your managers can act on.
Beat coverage, shelf visibility & in-store orders
Reps walk modern trade outlets with WhatsApp, logging visits, shelf photos, promos, and orders. Trade and category teams see coverage, display compliance, and store-level performance in one console.
Guard rounds, incident logs & client-ready reports
Guards and housekeeping staff send round check-ins, photos, and incidents over WhatsApp. Supervisors get live SLA dashboards and daily reports they can share directly with clients.
What operators actually see on the ground
We focus on on-time visits, reliable proof, and calmer days for your ops team – not just dashboards.
Increase in on-time visits
Automated reminders and clear routing reduce “forgotten” sites and late arrivals across teams.
Less manual follow-up
Supervisors move from chasing updates on calls to reviewing clear exceptions and summaries.
For PoD, photos & incidents
All visit evidence tied back to a job, site, and rep – ready for clients, audits, and internal reviews.
Field operations, in numbers
Indicative metrics from teams running daily jobs on Field-Team Lite.
jobs & visits tracked
+ rep adoption via WhatsApp
average SLA improvement
to first pilot routes
Integrations
Connect Field-Team Lite with tools your team already uses — for reporting, CRM, BI, and workflows.
Live Google Sheets connector and one-click CSV export for finance/ops.
Power BI & Looker Studio for weekly coverage and productivity trends.
Salesforce, Zoho, and HubSpot via API/Zapier—push visits, new outlets, and orders.
Zapier / Make recipes and webhooks to trigger tasks or alerts from field events.
Auto 6-pm summaries to Gmail/Outlook and instant nudges in Slack channels.
Works with WhatsApp Cloud API and leading BSPs (Gupshup, Twilio, Infobip, etc.).
How we roll out Field-Team Lite with you
A lean four-stage rollout – from first pilot routes to multi-city operations.
Discovery & pilot design
Map current routes, reps, and reporting. Pick 1–2 branches or regions for a focused pilot.
- Ops workshop & route mapping
- Jobs, templates & alerts design
- Pilot success metrics defined
Pilot & iteration
Run live routes on WhatsApp for a small cohort, refine flows based on real-world behaviour.
- Reps and supervisors onboarded
- Daily check-ins on coverage & issues
- Template & report tweaks
Scale-out to branches
Roll out to more branches, regions, or clients with a stable playbook.
- Standardised route & job library
- Onboarding kit for new reps
- Reporting pack for leadership
Optimise & integrate
Tighten SLAs, add automation, and connect Field-Team Lite into your wider systems.
- Advanced alerts & escalation rules
- Integrations with CRM / ERP / HR
- Quarterly roadmap & refinements
Engagement models that fit your operations
Start small with a pilot or plug Field-Team Lite into your existing contracts and SLAs.
Single-region rollout
Fixed scope, fixed investment
Ideal when you want to validate impact with a limited number of reps, routes, or sites.
- Discovery, setup & training
- 4–6 weeks of pilot support
- End-of-pilot report & recommendations
Ongoing Field-Team Lite operations
Monthly / annual plans
For teams that run daily routes and want predictable pricing, support, and evolution.
- Per-rep or per-route pricing
- Support SLAs & health checks
- Feature updates & improvements
Multi-country or high-compliance
Custom engagement
For organisations that need deeper integrations, data residency options, or complex approvals.
- Custom workflows & roles
- Integration & data contracts
- Dedicated success & ops team
Ready to pilot Field-Team Lite?
Share a sample day of your routes and we’ll map a focused pilot – with WhatsApp flows, manager console, and reporting – in plain language your ops team can react to.
