A jan-san rep's day is a mix of service and selling. Check a hospital's supply room in the morning, demo a battery burnisher at a school before lunch, meet a contractor about a new building in the afternoon, and squeeze in a stop at a restaurant group that's been buying less lately. Between stops, the phone rings with questions about dilution ratios and backorders.
Keeping it all straight with a notebook and memory means things slip. The app gives the rep a system.
Route and territory planning
Calendar and route shows today, this week and this month, with every stop and route and time planners. The route map shows every stop on a map by day, so the rep works one side of town at a time. The territory plan sets zones, the companies in each and which day to work them.
That's useful in jan-san, where accounts range from a large hospital that needs weekly attention to a small office cleaner who just needs a check-in once a month. Good structure means fewer miles, fewer missed accounts and more time with customers.
Visit logs, voice notes and follow-ups
The visit log lets the rep tap Serviced, and every visit is stamped with the date and time. Talk-to-log voice notes let the rep talk their notes on the way to the car, and they get typed automatically. Location on a visit is optional, only if the rep ticks the box.
Follow-ups with alerts turn every promise into a dated follow-up with a reminder. "Bring a microfiber sample kit to the hotel next Thursday." "Send the school the summer floor project quote by the 15th." The app reminds the rep so those promises get kept. Message the office lets the rep send a note to customer service or purchasing from the field, and texts to customers are saved to the account.
A typical day might run like this:
- Open the day's route and see each stop with open follow-ups and past-due invoices.
- Check the hospital supply room, log the visit and leave a voice note about a new disinfectant request.
- Demo a floor machine at a school and set a follow-up for the business office.
- Send purchasing a request for a scrubber part from the parking lot.
- Review customers slipping before the afternoon stops.
Customer health and customers slipping
This is where the app makes the rep more valuable. Customer health shows which customers are slipping, at risk or lost. Customers slipping shows items a customer buys like clockwork that have stopped coming, with a one-tap follow-up.
In jan-san, that warning is very specific. If a contractor has ordered liners every week for a year and suddenly stops, they either lost a building or someone else is now selling them liners. A restaurant that stops buying sanitizer may have signed with a chemical company's direct program. Either way, the rep needs to know now, not at year end. A visit or a call can often save the item before the competitor takes the paper and chemicals too.
Faye, the voice sales assistant, rides along in the truck. The rep can ask who nearby buys, get a quick brief before a stop, find the buyer at a building and add follow-ups, all hands-free. Drive time becomes prep time, and visits start better informed.
Want to walk through it with your accounts in mind? Book a demo.