What is Field Pro

This page explains what Field Pro is and how its pieces fit together.

Read this first if you are new to the product, so the rest of the guide makes sense.

Two apps, one system

Field Pro has two parts that work as a team:

The web admin app runs in a browser. Managers and admins use it to set things up — outlets, catalog, prices, beats, and the team — and to watch results on dashboards and reports.
The mobile app runs on a phone (Android or iOS). Field reps use it to do their day: clock in, visit outlets, take orders, collect payments, capture leads, and fill forms.

📷 [SHOT: what-is-1] — web — Web app dashboard with sidebar visible — caption: "Managers and admins work in the browser-based web app."

📷 [SHOT: what-is-2] — mobile — Today screen, signed in — caption: "Reps work in the mobile app, in the field."

Offline-first

The mobile app is offline-first. That means a rep can do their whole day with no internet — visits, orders, payments, leads, forms, and attendance are all saved on the phone. When a connection comes back, everything syncs to the web app automatically.

Note: A few mobile actions need a live connection — applying for leave, submitting expenses, editing an already-confirmed order, and converting a lead into a customer. Everything else works offline.

Built for General Trade and Modern Trade

Field Pro serves both styles of retail:

General Trade (GT) — traditional shops and kiosks. The rep follows a planned route (a beat), and the core loop is visit → order → payment.
Modern Trade (MT) — supermarkets and chains. Here the focus is shelf execution: must-sell lists, merchandising audits (the "Perfect Store" check), and stock counts.

A rep can serve one or both. See the General Trade guide and Modern Trade overview for the details.

White-label and multi-tenant

Field Pro is white-label, so each organization sees its own logo, colors, product name, currency, and country. Your reps simply log in with their phone number, and the app knows which organization they belong to.

Tip: Because currency and country come from your organization's own setup, you never have to hardcode them. The app shows your currency everywhere money appears.

How the pieces fit

The flow below shows the everyday rhythm: admins configure on the web, reps capture in the field on mobile (even offline), data syncs back, and managers see the results.

flowchart TD
    A[Admins & managers configure on the web app] --> B[Reps capture work in the field on mobile]
    B --> C{Internet available?}
    C -->|No| D[Work saved on the phone]
    D --> C
    C -->|Yes| E[Data syncs to the web app]
    E --> F[Managers see insights & dashboards]
    F --> A

Admins and managers set up outlets, catalog, prices, beats, and the team in the web app.
Reps go to work and capture visits, orders, payments, and more on their phones.
If there's no internet, the work is held safely on the phone.
When a connection returns, the data syncs to the web app.
Managers review insights and dashboards, then adjust the setup — and the cycle continues.