An outside rep for a bearing and power transmission distributor has a varied week. A reliability meeting at a large plant. A walk through a food plant's storeroom. A call on an OEM's engineering team about a new conveyor design. A drop-in at a motor repair shop. Then an emergency, because a crusher bearing failed at a quarry. Without a plan, the week fills with whoever calls loudest, and the accounts that could grow get little attention.
The app's rep tools give the week a structure.
Plan the route, work the territory
The calendar and route view show today, this week and this month: every stop, with route and time planners. The route map puts every stop on a map, with each day covering part of the territory and Friday for follow-ups. The territory plan sets zones, the companies in each and which day to work them.
Plants and OEMs cluster in industrial parks and along rail and highway corridors. Working one zone a day leaves room for a prospect call between two service stops.
Log the visit without paperwork
When the rep leaves a stop, logging it is quick:
- Visit log: tap Serviced and the visit is stamped with date and time.
- Voice notes: talk on the way back to the car and the notes are typed for you.
- Follow-ups: each promise, like "quote the reducer upgrade," becomes a dated follow-up with a reminder.
- Message the office: send a note to customer service or purchasing from the field.
- Optional GPS: location on a visit only if the rep ticks the box.
Faye, the voice sales assistant, helps in the car with a brief before a stop, who the buyer is and follow-ups. AI assistant phone calls can ring an account to confirm a visit or ask about shortages, and log the result.
Spot accounts going quiet
For a PT rep, the most useful screen may be the early warning. Customers slipping shows items a customer buys like clockwork that have stopped coming, with a one-tap follow-up. If a plant bought grease and belts every month for a year and has stopped, someone else is supplying them.
Customer health shows which customers are slipping, at risk or lost. Top accounts up and down lists the ten accounts buying more than last year and the ten buying less. Category gaps show what each customer buys from you and what they buy elsewhere, such as the plant that buys your bearings but gets its motors and gearboxes somewhere else. That gap is often the biggest opportunity in the account.
Pull up a customer gives everything about one account on one screen, so the rep walks into the plant knowing what was bought, what is open and what was promised. Corrective action reports sit there too, so a rep never walks in unaware of an open quality issue.
What the owner gets
Rep pace to goal shows each rep's month against goal. The weekly rep review email goes out every Monday with each rep's accounts, and the GM desk gets everyone. Office notes collects everything reps sent to the office.
For accounts the rep cannot visit every week, check-in emails and the 26-email drip keep the rep's name in front of them in the rep's own words.
The result is a rep who spends more time with the right plants and OEMs, with every follow-up written down. In a trade built on trust with maintenance and engineering, that time is the job.
Want to walk through it with your own plant and OEM customers? Book a demo.