A hydraulics rep has a strange territory. One morning is a plant engineering meeting about a new power unit. The afternoon is a contractor's equipment yard, then a farm equipment dealer, then a stop to drop off a rebuilt cylinder. It is easy to spend the whole week reacting and never call on the accounts that could grow.
The app's rep tools are built to give that week a shape.
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 a day for each part of the territory: one day the west side, another the north, and Friday for follow-ups. The territory plan sets zones, the companies in each and which day to work them.
That rhythm matters for hydraulics because so many customers are clustered. Industrial parks, ag dealers along one highway, equipment yards near the quarry. Working one zone a day means more visits and less windshield time.
Log the visit without paperwork
When the rep leaves a stop, logging it takes seconds:
- Visit log: tap Serviced and the visit is stamped with the date and time.
- Voice notes: talk your notes on the way to the truck and they are typed for you.
- Follow-ups: every promise, like "price the replacement pump," 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, can help in the truck: a quick brief before a stop, who the buyer is, and follow-ups.
See which customers are slipping
The most useful screen for a hydraulics rep may be the one that shows trouble early. Customers slipping shows items a customer buys like clockwork that have stopped coming, with a one-tap follow-up. If a plant has bought filter elements every month for a year and has not ordered in two months, somebody else is probably selling them filters.
Customer health shows which customers are slipping, at risk or lost. Top accounts up and down shows the ten accounts buying more than last year and the ten buying less. Category gaps show the categories each customer buys from you and the ones they buy elsewhere, like the plant that buys your hose but gets its pneumatics somewhere else.
Pull up a customer gives everything about one account on one screen before the rep walks in.
What the owner gets
For the owner, rep pace to goal shows each rep's month against goal, and the weekly rep review email goes out every Monday with each rep's own accounts. Nobody has to build a report by hand.
Check-in emails and the 26-email drip help with the accounts the rep cannot visit every week. A farm customer two counties away or a small machine shop still hears from the rep regularly, in the rep's own name, and the rep's time goes to the plants where a visit actually moves the business.
The result is a rep who spends more of the week in front of customers, on the right customers, with the follow-up already written down. In a trade where one good relationship with a maintenance manager can be worth years of orders, that time is the job.
Want to walk through it with your own accounts? Book a demo.