A PVF outside rep covers an unusual mix. Plumbing contractors who are at the branch at 6:30 and gone by 7. Mechanical contractors who live in job trailers. Plant maintenance and engineering offices behind a guard shack. Property managers, utilities and the occasional builder. Getting to all of them, at the right time, with the right information, is most of the job.
The app helps your reps plan the week, log what happened in seconds, and see which accounts need attention before it's too late.
Plan the route and the territory
The calendar and route show every stop for today, this week and this month, with route and time planners. The route map puts each stop on a map, and the territory plan breaks the area into zones, lists the companies in each and sets which day to work them. Monday the plumbing shops on the west side, Tuesday the industrial corridor, Wednesday downtown job sites, and so on.
That lets a rep catch contractors at their shops early, hit plants mid-morning, and still walk a big mechanical job while it's in rough-in.
Log visits without paperwork
Reps don't want to fill out call reports, 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 notes on the walk back to the car 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 from the app, and each text is saved to the account.
When a foreman says "find out when those butterfly valves are shipping," it becomes a dated follow-up instead of something to remember on the drive home. Location on a visit is optional and only recorded if the rep ticks the box.
See which customers are slipping
Customers slipping shows items a customer buys like clockwork that have stopped coming, with a one-tap follow-up. If a plumbing contractor has bought water heaters from you every couple of weeks for a year and hasn't bought one in two months, something changed. Maybe they lost a builder. Maybe another supply house got in on price. Either way, your rep should know now.
Customer health rolls it up: which customers are slipping, at risk or lost. Category gaps show what each customer buys from you and what they buy elsewhere. A mechanical contractor who buys copper and fittings from you but none of their hangers and supports is an easy conversation to start.
Know the account before you walk in
Pull up a customer puts the whole account on one screen: what they buy, open orders, invoices, recent visits and notes. Half a minute in the truck before the stop, and the rep knows about the open quote, the past-due invoice and the item that stopped coming.
Managers see the other side: each rep's month against goal, and a weekly review email every Monday with each rep's accounts, while the GM desk sees everyone. A rep who knows where to go and what to say at each stop sells more, without more hours. And when a rep leaves or a territory is split, the visit history, notes and follow-ups stay with the accounts instead of walking out the door.
Book a demo and see it with your branch counter and inside sales team.