An electrical outside rep has a strange territory. Some customers are at a shop with a gravel lot and a row of vans. Some are in a job trailer that moves every eight months. Some are in a plant maintenance office behind a security gate. And some are at the counter at 6:30 a.m. and nowhere to be found by noon.
Covering all of that well is hard. The app gives your reps a way to plan the week, log what happened, and know which accounts need attention before it's too late.
Plan the route and the territory
The calendar and route show every stop today, this week and this month, with route and time planners. The route map puts every stop on a map, and the territory plan splits the area into zones, lists the companies in each one, and sets which day to work them. Monday the west side contractors, Tuesday the industrial park, Wednesday the south side, and so on.
For electrical, that means a rep can catch the contractors at their shops early, hit the plants mid-morning, and still have time for a job-site visit when a big project is in rough-in.
Log the visit in seconds
Reps hate paperwork, so the app keeps it short:
- Visit log: tap Serviced and the visit is stamped with the date and time.
- Talk-to-log voice notes: talk your notes on the way back to the truck, and they are typed for you.
- Follow-ups with alerts: every promise to a customer becomes a dated follow-up with a reminder.
- Message the office: send a note to customer service or purchasing from the field.
- Texts to customers: text a customer from the app, and every text is saved to the account.
When a foreman says "can you find out when the switchboard is shipping," that becomes a follow-up, not a thing the rep tries to remember on the drive home. Location on a visit is optional and only recorded if the rep ticks the box.
Know which customers are slipping
The most useful screen for a rep might be customers slipping. It shows items a customer buys like clockwork that have stopped coming, with a one-tap follow-up. If a contractor has bought a reel of 12-2 NM every two weeks for a year and hasn't bought one in six weeks, something changed. Maybe they lost a builder. Maybe a competitor got in. Either way, your rep should be asking.
Customer health rolls that up: which customers are slipping, at risk or lost. Category gaps show what each customer buys from you and what they buy elsewhere. A contractor who buys all their wire and conduit from you but none of their lighting is a lunch-and-learn waiting to happen.
Pull up a customer before you walk in
Pull up a customer puts everything about one account on one screen: what they buy, open orders, invoices, recent visits and notes. Thirty seconds in the truck before walking into the shop, and the rep knows the open quote, the late invoice and the item that stopped coming.
Managers get the other side. Each rep's month against goal, a weekly review email every Monday with their own accounts, and the GM sees everyone. Nobody has to fill out a call report.
A rep who knows exactly where to go and what to say at each stop sells more. That is the whole idea.
Book a demo and we will walk through it with your counter and inside sales team.