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Apps and portal

Your team in the field, your customers connected.

Mobile sales for your reps, an app for your drivers and picking, a portal where your customers see their invoices, place orders and report payments, and the whole business on the owner's phone.

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Sales repsOrders and balances in the field
DriversRoute, signature, photo and picking
Store staffFloor sales, prices and counts
ManagersAnalysis, receivables and alerts
OfficeOrders, credit and dispatch
CustomersInvoices, orders and payments
Mobile salesMy customers
Constructora del NorteOwes $11,240 · 1 past due
Colmado La EsquinaOwes $860 · current
Materiales VegaOwes $2,300 · current
+ New order
Driver · North route3 of 7 stops
1Materiales VegaDelivered · signed
2Colmado La EsquinaPartial · 1 line short
3Constructora del NorteNow · $1,320 to collect
Mark delivered
Owner · today$18,420
Sales this month$284,730
Past-due AR$7,780
Critical stock12
Today's deliveries18
Mobile sales

Your reps carry the office in their pocket.

Look up the customer, see what they owe and their past-due invoices before selling, check price and stock, and take the order or the quote right there. No signal? The order is saved on the phone and uploads on its own when the signal returns.

  • Customers with their balance and past-due invoices
  • Catalog with price and stock
  • Orders and quotes from the field, even without signal
CustomerConstructora del Norte
InfoAR balanceHistory
Balance$11,240.00
F-10211Past due · 62 days$1,320
F-10388Due in 12 days$4,880
No signal · 2 orders waiting to upload
Take order
Drivers

The day's route on the driver's phone.

Stops in order, with the address, phone and what each one gets. At every stop the driver marks delivered, partial or failed with a reason, captures signature and photo, and the office sees it right away. No signal? The delivery is saved and uploads later.

  • Stops in order with address, phone and what's delivered
  • Delivered, partial or failed with a reason
  • Signature, photo and amount to collect at each stop
Stop 3 · Constructora del NortePR-2 km 84.1, Hatillo
Gray cement 94 lb× 120
#4 rebar · 20'× 300
To collect$1,320.00
Open in Waze
Delivered · with photo
Picking on the phone

Pick the order with the phone's camera.

The picking list shows each product's bin location. Scan the barcode with the camera and the quantity counts itself. And when the customer picks up at the yard, the receiver's name is recorded.

  • Picking list with each product's bin location
  • Scanning with the phone's camera
  • Yard pickup with the receiver's name
Picking · SO-003429 of 15 lines
1/2" PVC pipe (case)A-03-2 · aisle A, rack 34 / 6
1/2" PVC elbowA-03-450 / 50
Finish picking
Store staff

Your team works the floor with a tablet in hand.

On a tablet in Showroom mode, staff build the customer's purchase in the aisle or while they wait in line, and save it: the customer pays at any register without rescanning a thing. And anyone with permission changes prices, creates products with their photo and does the physical inventory count.

  • Build the sale on the floor or in line, and any register charges it
  • Ticket price changes with a manager PIN
  • New products with photos, price changes and physical counts, based on each person's permissions
Showroom · Aisle 4Customer in line
White paint 5 gal × 2$189.90
9" roller + tray × 2$31.80
Painter's tape × 4$19.96
Total$262.92
Save to charge at the register
Register 2Recall SO-00351 · built by Ana on the floorCharge
Customer portal

Your customers serve themselves, with your logo.

Each customer logs into their portal with your company's logo: they see and download their invoices, order from the catalog with stock in view, accept quotes, check their layaways and report their payments for the office to confirm. From the app too.

  • Invoices and statement as PDF
  • Catalog orders and quotes to accept
  • Transfer, ATH Móvil, check or deposit payments the office confirms
FCFerretería La CentralConstructora del Norte's portal
HomeInvoicesOrdersQuotesStatement
F-10388 · due in 12 days$4,880.00PDF
F-10211 · 62 days past due$1,320.00PDF
Already paid by ATH Móvil or transfer?Report payment
For owners and managers

The whole business, from your phone.

Sales this month and the week's trend, past-due receivables, critical stock and today's deliveries, with the sales, receivables and commission reports a tap away to review with your managers. Alerts arrive as notifications and take you straight to what needs attention.

  • Sales, past-due receivables and critical stock
  • Sales, receivables, deliveries and commission reports
  • Alerts as notifications and an activity log
Alerts3 new
Critical stockGray cement 94 lb · Hatillo
Past-due customerConstructora del Norte · 62 days
Failed deliveryNorth route · customer not home
See reports
Questions about the apps

What people ask before handing phones to the team

Is there a different app for each person?

No. It's a single app: depending on the user, it opens their part, whether sales rep, driver, manager or customer. It sets up by scanning your company's QR code and shows your logo.

Does it work without signal?

Reps' orders, drivers' deliveries and picking are saved on the phone and upload on their own when the signal returns.

Can my customers pay from the portal?

They can report a payment made by transfer, ATH Móvil, check or deposit, with its reference, and the office confirms it. That keeps their statement up to date.

Can my staff speed up the line?

Yes. With Showroom mode on a tablet they build the customer's purchase while they wait and save it; at the register it's recalled and charged without rescanning.

Can a driver deliver just part of an order?

Yes. They mark the delivery as partial or failed with a reason, and the office sees what's still pending.

Do I need special scanners for picking?

No. Picking in the app uses the phone's camera to read the barcode.

Keep exploring

The apps work hand in hand with

Want to see it on your phone?

We'll show you mobile sales, a delivery route and a customer's portal, with your products and your customers.

Book a demo
Live demo30 to 45 minutes on your operation.
Ready with a QR codeEach phone sets itself up by scanning your company's code.