A field employee tracking system is essential for any business which is a part of the field service industry. Whether you manage a team of Agri-input salesmen or MRO technicians, you need a way to monitor their activities.
Field employee tracking software accomplishes exactly that. It can track your field agents in real-time using GPS. You can check where your field employees are and what they are doing.
However, not every field staff tracking software is the same. Every software has its own set of unique features. It’s important to identify which features are the most suitable for your business before you implement a field employee tracking system.
On that note, we bring you this article on the top six features you should look for in a field employee tracking system.
5 Must-Have Features To Look For In A Field Employee Tracking System
- Efficient Task Management
What is the main job of your employees? It is to complete all their assigned tasks on time and meet their goals. That won’t be possible if employees face constant scheduling conflicts and unequal work distribution.
Plus, managers also need to create tasks, assign them efficiently, track task progress and review the completed tasks. This is almost impossible to do manually.
Can you really call or text hundreds of employees to find out where they are and what they’re doing? No, right? You need an employee tracking system like TrackoField. Using it, you can:
- Assign tasks to field agents based on their availability and proximity to the client site.
- Check any employees’ task status and availability status in real time.
- Allocate tasks ad-hoc and adjust their priority.
- Let employees self-allocate or reschedule tasks.
- Upload voice notes, images or documents to thoroughly explain tasks to employees.
- Assign tasks in bulk using custom templates.
-
Sales Order Management
Most field sales agents have to visit various clients on a daily basis and prioritize good customer relations. This requires fast service and error-free order placement. That’s why any good field employee tracking system can also double as order management software.
But what can an order management module do? Well, it offers different functions to managers and employees. The software allows managers to:
- Create and maintain an extensive order list.
- Add new products with detailed descriptions.
- Track and approve orders in real-time.
- View the total orders and their value on a centralised dashboard.
- Verify orders using OTP.
On the other hand, here is what employees can do with order management module:
- Quickly access the product list and place orders easily
- Offer personalised discounts and prices to customers
- Take digital signatures while confirming the orders
- On board new customers on the go
- Use custom forms to take feedback and capture customer data
-
Real-Time Employee Tracking
Field employee tracking software uses GPS technology to accurately monitor. The software displays the live location of staff on a centralised dashboard along with their activity status. Thus, managers can get complete visibility into all field employee operations. Here is what software like TrackoField allow you to do:
- View the exact location of field executives with geo coordinates and address.
- Track employees even when offline or out of network service area.
- Check the top performers of the day and how many goals have been met
- View the battery and network status of employees’ devices.
- Check task status in real time – pending, completed, in progress, rescheduled.
- View the total value of orders and expenses on the app dashboard.
- Check the activity status of employees – on duty, off duty, unreachable
Managers can also send immediate alerts and notifications to their team in case of any updates. Similarly, managers are notified instantly when an employee raises a customer approval, attendance override, leave or expense request.
-
Geoverified Attendance & Leave Management
A key benefit of field employee tracking system is attendance and leave management. Time theft and buddy punching are common issues plaguing field business. However, they can be easily tackled using accurate time-tracking solutions like TrackoField. It allows managers to:
- Ensure geotagged attendance with the precise location and time of employees’ clock-in.
- Establish geofences to prevent misuse of remote attendance marking.
- Link tasks with attendance so employees are unable to start working without punching-in.
- Assign customised shift timings to employees or entire teams.
- Make uploading visual proof mandatory for employees to eliminate proxy attendance.
Field staff tracking software also lets you simplify the leave management process. It lets you upload a yearly holiday calendar, create custom leave categories and allow employees to request leave in advance.
-
Accurate Expense and Payroll Calculation
Field workforce management software like TrackoField can simplify the salary calculation of employees. It can also manage the expenses field staff incur during their day. This includes charges for lodging, fuel, stationery or food.
Managers can create other custom expense categories as well. Thanks to the inbuilt distance calculator synced with odometer, the software automatically calculates conveyance charges. Employees can also upload pictures of invoices or bills for added accuracy.
The software can also create accurate timesheets using the attendance and task data. These can further be used to calculate accurate payroll for employees. Managers can review the total work hours, leave, late arrivals, etc., and disburse salaries accordingly.
Conclusion
Field employee tracking system can be a game changer for your business. However, only if it meets all your business requirements. Paying for unnecessary features not only drains your budget but also complicates using the software.
An accessible and easy-to-use employee tracking system is essential to ensure a smooth workflow and optimum staff performance. And this is what we have comprehensively explained in this article.
You need to look for important features like attendance reporting, task optimising, sales order management and accurate expense tracking. TrackoField is one such field employee tracking software that offers all the mentioned features and more. Get a free demo of TF to learn more about the software.