Business Add ons
Visit Planning
How to enable visit planning on the web app Verify web user access right How to schedule visits How to bulk upload events on the web app How to access event/visit created on the mobile app How to validate events on the web app (3-how-to-validate-events-on-the-web-aSome readersRoute Management
Introduction Route Management Context Advantages of Route Management Introduction Route Management is the planning and optimization of routes for the field team. Route management plays a pivotal role in optimizing field team operations, enhancing visit efficiency, and maximizing coverage. By strategically planning and optimizing routes, businesses can significantly improve their overall productivFew readersCredit Management
Credit Management The Credit management feature allows you to define and manage customer credit limits and terms, helping control outstanding balances and overdue amounts. How to Enable Credit Management To activate Credit Management: Log in to the web app as an admin Go to Settings page navigate to the Add-ons page On the Add-ons page Enable: FieldPro Direct = Yes ERP = FieldPro Currency = Select a valid value Go to ERP → Payment Terms Enable: Credit pFew readersTerritory Management
About FieldPro About Territory Management Benefits of Territory Management Best Practices for Effective Territory Management How to create territories on WebApp How to draw polygons on the mobile Territory Management Feature When the feature is activSome readers
Integrations
Freshdesk Integration
About Freshdesk Freshdesk is a leading online helpdesk software trusted by over 50k clients worldwide. It allows multiple channel customer service to support customers across email, phone, chat, web, Twitter and more. FieldPro <Freshdesk Customer support can't fall through the cracks. Together, FieldPro and Freshdesk can keep you and your team on top of customers' concerns. Automatically generate Freshdesk tickets when customers fill out forms on FieldPro, and be sure your team is actFew readersSMS Transactional Receipt
Articles on: Addons Integration with SMS Aggregators FieldPro integrates seamlessly with SMS aggregators, enabling you to send messages to thousands of customers with just a click. Currently, we leverage Africa’s Talking as our payment aggregator. Cost Structure: One-off: 0€ Recurring IntegFew readers
Beyonic Integration
About Beyonic Beyonic is a pioneering technology company focused on reducing cash dependency in emerging markets. By partnering with mobile network operators and digital financial service providers across Africa, Beyonic allows organizations to deploy and manage two-way mobile money payments with ease through secure web-based services and powerful APIs. Beyonic helps businesses improve efficiency, enhance transparency, and mitigate fraud across their financial workflows. FieldPro <>Few readersCustomer Validation
Customer Validation Customer validation ensures that all newly created customers are reviewed and approved before becoming active in the system. This helps maintain data accuracy and control. Lifecycle Status Configuration Lifecycle statuses are configured under FP Direct Lifecycle Rules in the Client Settings Add-ons page. Once enabled, a Status column will appear in the customer list, displaying the customer lifecycle status defined. Pending Approved RejectedFew readers