Field App — form templates
What each person fills in on their phone, in their unit's real skin. Switch unit and role below; the rep form is interactive — try the call-type buttons and the assistance toggle.
Sample · real logos & brand colours · illustrative dataNew visit
Your day · target vs actual · later phaseR3 600 to go
🔥 Live specialsPushed by head office
PPG Envirobase HP — buy 5 get 1 · ends Fri
Menzerna polish combo — 15% off this week
Existing customer
New customer
Cold call — prospect
How it works
1
Own private URL per person. The code in the link is their identity — loads their name, unit skin, and only their customer pick-list. No login. Enforces the firewall automatically.
2
Real unit skins. Each business unit wears its own logo & brand colours — a person only ever sees theirs, which reinforces the firewall by sight.
3
Live Specials, pushed centrally. Head office pushes current deals onto everyone's page — a rep can share them to a customer on the spot. Update once, the whole field sees it.
4
Daily budget tracker (later phase). Each rep sees at a glance whether they're short or over target for the day & month — pulled from ELCB. Motivates without a manager having to ask.
5
Assistance routes itself. A paint problem → the tech lead; "Manager to see" → the branch manager. Both land on the weekly call-planning list. Balco reps' lists merge their 52+54 accounts; Mike's stay separate.
6
Voice & photos. A busy rep can dictate instead of type and attach photos — submissions are time-stamped automatically.
Logos & brand colours are your real assets (ABS/Balco/Quayside). All names & customer data are illustrative samples. Quayside customer list pending transcription.