Field Pro User Guide
Welcome to Field Pro — your field-sales toolkit for managing outlets, routes, orders, and the people who work them.
Field Pro is two apps that work together. Managers and admins set things up and watch results in the web admin app, while reps capture their whole day in the field on the mobile app — even with no signal. This guide teaches you how to use both, in plain language, with no technical know-how required.
📷 [SHOT: home-1] — web — Web app dashboard, signed in — caption: "The web admin app is where managers and admins run the show."
How this guide is organized
The guide is grouped into sections. Start with the ones that match your role, and use the Glossary any time a word is new to you.
- Introduction — what Field Pro is, who uses it, and a plain-language Glossary.
- Getting Started — set up your organization step by step: brand, pricing, territories, outlets, catalog, beats, and your team.
- Roles & Permissions — the five roles and what each one can do.
- Web Admin App — every web screen, from the dashboard to reports and settings.
- Mobile App — everything a rep does on the phone, from clocking in to taking orders offline.
- General Trade — the visit → order → payment loop for traditional retail.
- Modern Trade — must-sell lists, shelf audits, and distribution analytics for supermarkets and chains.
- Pricing, Credit & Schemes — how prices, credit, and free offers work.
- Best Practices — habits that keep your data clean and your team productive.
- Troubleshooting & FAQ — quick fixes for common problems.
Where to start
Tip: If you are an admin or manager setting up Field Pro for the first time, begin with Getting Started. If you are a field rep, jump straight to the Mobile App section.
Note: Field Pro is white-label, so your organization sees its own logo, colors, name, and currency. Screens in this guide use neutral examples — what you see may be branded differently.