Setup Checklist

This page is your go-live spine: the full order to set up Field Pro for your organization, with a link to the detailed page for each step.

Follow it top to bottom. Each stage builds on the one before, so doing them in order saves you backtracking. Tick off each step as you go.

The order at a glance

Set up in four stages: get your brand and policies in, then your master data (the lists everything else hangs off), then your team and their devices, then go live.

flowchart TD
    A[Brand & policies] --> B[Pricing decision]
    B --> C[Territories]
    C --> D[Customer groups & channels]
    D --> E[Add outlets]
    E --> F[Build catalog]
    F --> G[Schemes, must-sell lists & forms]
    G --> H[Beat plans]
    H --> I[Set up team]
    I --> J[Bind devices]
    J --> K[Go live]

Set your brand and policies. Your name, logos, colors, and the rules that govern orders and workdays.
Make the pricing decision. Decide whether reps sell at catalog prices or type a price at each outlet.
Add your territories. The geographic sales areas you cover.
Set up customer groups and channels. The outlet types and the trade channels they sit under.
Add your outlets. The shops you sell to — a few by hand or many by bulk import.
Build your catalog. The products you sell, with their companies, categories, and prices.
Add schemes, must-sell lists, and form templates. Free offers, the SKUs an outlet must stock, and the forms reps fill during visits.
Create beat plans. The planned routes of outlets for each rep's day.
Set up your team. Your reps and managers, each with a login and a territory.
Bind devices. Each rep's account locks to their first phone the first time they log in.
Go live. Reps install the mobile app, log in, and start their day.

Stage 1 — Brand & policies

Set how Field Pro looks and behaves for your organization: your product name, login tagline, logos, and brand colors, plus the policies that govern orders, workdays, and store-compliance scoring.

This stage includes one decision big enough for its own page: pricing policy. It controls whether your reps see prices on order lines or type a price every time.

→ Brand & policies → Pricing policy: price list or type-it-in

Stage 2 — Master data

This is the bulk of setup: the lists everything else depends on. Do them in this order, because each one references the one before.

Territories — your geographic sales areas, nested if you need them.
Customer groups and channels — the outlet types, grouped under your trade channels (General Trade, Modern Trade, and any others you use).
Outlets — the shops you sell to. Add a few by hand or bulk import a spreadsheet.
Catalog — your products, with their companies, categories, and standard prices.
Schemes, must-sell lists, and form templates — free-carton offers, the SKUs an outlet must stock, and the forms reps complete during visits.
Beat plans — the dated routes of outlets you assign to each rep.

→ Set up territories & customer groups → Add outlets (and bulk import) → Build your catalog → Free schemes, must-sell lists & form templates → Create beat plans

Best practice: Get territories and channels right before you add outlets and team members. Both outlets and reps are assigned to a territory and a channel, so defining those first means everything lands in the right place the first time.

Stage 3 — Team & devices

Add your field reps and their managers. Each team member needs a unique mobile number — that number is their login. You also set their role, territory, and the channels they serve.

The first time a rep logs in on the mobile app, their account binds to that phone for security. If they later replace the phone, a manager or admin resets the binding so the new phone can log in.

→ Set up your team

Note: A rep's mobile number is both their login and how the system finds your organization at sign-in, so it must be unique and correct.

Stage 4 — Go live

Your reps install the mobile app, log in with their phone number and password, grant the permissions the app needs (location matters most), and start working. Their day flows through the Today screen: clock in, work their beat, take orders, collect payments, and sync.

→ Install & first login → A day in the life

Tip: Do a dry run with one rep before rolling out to everyone. Walk one real beat end to end — clock in, a visit, an order, a payment, then sync — to confirm your master data and pricing behave the way you expect.