5 Parameters a Field Force Management Software Should Track

TrackoBit
5 min readJan 2, 2023

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As a manager, how do you know where are your field employees or how they are performing in front of the clients? These questions may have kept you awake at night. But not anymore, as field force management software allows you to monitor your employees from afar constantly.

Managers know that their field executives are an asset and essential for the company to serve their clients and generate revenue. Keeping this in mind, the managers realized how important it is for agents to be productive and be monitored to prevent them from deviating from their tasks.

What is a Field Force Management Software

Field force management software is a system that keeps track of field agents and their work and productivity. The software helps the managers monitor the employees and the operations from afar as it accurately provides information on how much time agents took to complete tasks, projects, or clients.

In a broader sense, the software helps from assigning tasks to tracking each agent’s progress in real-time to analyzing the tasks. Furthermore, it automates many tasks and operations to help employees stay productive and complete their tasks on time.

5 Parameters Your Field Force Monitoring Software Should Track

Since tracking the field workforce is the prime function of the software. When investing in good and efficient employee monitoring software, it’s important to see that it fulfills all the requirements. It should give the managers assurance and visibility of their workforce working hard on the field.

Location

It becomes important for managers to keep track of their field employees to ascertain the employee’s attendance and work done. Also, this helps the managers calculate the travel and operation time taken by the agent.

But with the help of the field workforce monitoring software, agents will be more productive as they won’t have to keep updating their manager on their whereabouts. Even managers enjoy a tension-free atmosphere as they can keep tabs on their employees through the software.

Task

Keeping track of the tasks and their progress becomes crucial for managers and employees as much planning goes behind assigning the jobs. Also, the revenues and customer relationships depend on how well the executives perform and complete their tasks. Making tracking of tasks even more important.

As for employees, tracking their tasks gives them accountability that they have visited the client and have performed the task. Also, visibility is enhanced with task tracking. The fact that once the task is assigned, managers expect that it will be performed with utmost quality can be assured with the help of a task management solution.

Productivity Reports

The employees’ productivity and performance quality can be measured with the help of the analytical reports generated by efficient field force management software. These reports should be automated, which makes it even easier for managers. In addition, these reports should be able to provide cumulated data on the entire operation.

Attendance and Leave

Employees’ leave and attendance tracking software allow managers to be informed of their workforce’s leaves and holidays. Additionally, it should help the managers record authentic attendance to help them further decide on the payroll, overtime compensation, and task scheduling.

Expense

Keeping your expenses periodically can give managers insights into the financial side of the operation. For example, managers can keep track of field employees’ reimbursement requests. This also allows managers to form budget-optimized strategies.

How Does TrackoField Help in Monitoring the Field Employees

A good field force monitoring software not only tracks but also shows results and helps managers to work with a productive field workforce. TrackoField is integrated with features and tools to help managers fully see field employees from their cabin. The need to constantly check on them will be eliminated as the software will help employees gain accountability for their tasks.

Real-Time Location Tracking

The software offers real-time location tracking of your field employees. The accuracy offered by the software is 97% which is hard to achieve. This means that the route history observed by the managers will be precise due to the least amount of buffering. Managers are no longer required to call their employees to receive updates constantly. Instead, they can simply check the agent’s location over the phone.

Task Management

The task management solution offered by the software lets the managers check on the progress of each agent’s every task. They get to know as well the bandwidth each employee has, which comes in handy when delegating urgent tasks.

The field force monitoring provides a real-time checklist of tasks. Executives can mark the task completed, which will be automatically visible to the manager. This is a great indicator of the productivity and accountability of employees.

Attendance Management System

TrackoField offers geocoded attendance, a great way for managers to track and record authentic attendance. Employees’ attendance gets automatically marked once they reach the first task location. In addition, attendance can be linked with the task, meaning the task list will only be visible once they mark their attendance.

Expense Management

Expense management becomes crucial when optimizing an operation and employee monitoring software comes in handy. It can easily tell the entire history of each employee’s every reimbursement claim and other expenditure. And the best part is that managers get to put a cap to the limit to the amount of reimbursement. This limit is customizable according to the team or designation.

Leave Management System

Employee tracking software is designed in a manner that allows managers and employees to work with ease remotely. The same is the case with leave requests. Employees, while on the road, can request leave remotely. Managers will be notified of the request, and they have the option to reply through the application. Likewise, employees will be notified of any change in their request.

Furthermore, managers, through the dynamic dashboard, keep track of leaves or holidays taken by employees and the remaining left. This helps to allot tasks and schedule shifts accordingly.

Insightful Reports

Automatic reports generated by the software allow the managers to track each employee’s productivity and performance quality. Also, the reports provide a detailed report on the tasks completed and the expenditure made. Managers can even compare one team with another for a better result.

Use TrackoField to Track Your Employees

Tracking field employees becomes necessary if you want your company to profit and employees to be productive. It is proven that field employees work their best when they know that they are being monitored. Therefore, in the current age, investing in good field force management software that can help you track your employees efficiently is necessary.

TrackoField is a leading field force management software that can help you automate functions and monitor your field agents. All this will result in a much more productive and efficient workforce.

Get a demo now!

Source: 5 Parameters a Field Force Management Software Should Track

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TrackoBit
TrackoBit

Written by TrackoBit

TrackoBit is the fastest-growing GPS Tracking software company in India for Fleet.