An outside rep for a fleet and heavy-duty parts distributor covers a lot of ground. Independent repair shops, trucking terminals, municipal garages, bus barns, upfitters, dealerships. Some want a visit every week, some once a month, and some only call when something breaks. Without a plan, the week fills up with whoever called last, 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 a part of the territory and Friday for follow-ups. The territory plan sets the zones, which companies are in each and which day to work them.
Shops and terminals cluster around highways, industrial parks and truck stops. Working one zone per day means more visits and fewer miles.
Log every visit without paperwork
When the rep leaves a stop, logging it takes a moment:
- Visit log: tap Serviced and the visit is stamped with the date and time.
- Voice notes: talk notes on the way back to the truck and they are typed for you.
- Follow-ups: each promise, like "quote the battery program," 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 truck with a quick 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 outcome.
Spot the shops going quiet
For a fleet parts rep, the most valuable screen may be the early-warning one. Customers slipping shows items a customer buys like clockwork that have stopped coming, with a one-tap follow-up. If a shop bought brake parts every week for a year and has not ordered any in a month, somebody else is selling them brake parts.
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 which categories a customer buys from you and which they buy elsewhere, such as the fleet that buys your filters but gets its batteries from someone else.
Pull up a customer puts everything about one account on one screen, so the rep walks in knowing what has been bought, what is open and what was promised.
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 own accounts, and the GM desk gets everyone. Office notes collects everything reps sent to the office.
For accounts the rep cannot visit often, check-in emails and the 26-email drip keep the rep's name in front of them every week, in the rep's own words.
The result is a rep who spends more time in front of the right shops, with every follow-up written down. In a trade built on relationships with shop foremen and fleet managers, that time is the whole job.
Want to walk through it with your own shop and fleet customers? Book a demo.