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Fieldera FSMField service · Any industry

Fieldera: field force management that shows what happened on the ground

Fieldera is a field service and field force management app. Managers plan visits and dispatch work orders; field staff check in, complete tasks and file reports from their phones; leadership sees coverage and productivity by territory.

Pharma companies use it for medical representatives. Service businesses use it for technicians and work orders.

See it in action

From a new job to a signed-off report

Features

For field staff

Mobile execution

Daily assignments on a simple app, in the order they should be done.

Verified attendance

GPS-based check-in and check-out so attendance is beyond dispute.

Field data capture

Forms, photos, notes, signatures and completion confirmations, saved against the visit.

Field inventory

Spare parts, samples and materials used on each task.

For managers and dispatchers

Work order management

Create, assign and track service tasks to closure.

Dispatch control

Assign by availability and priority.

Route planning

Optimised routes that cut travel time and cost.

Workflow automation

Rules that assign tasks and move them through stages automatically.

For leadership

Live workforce tracking

Real-time location of field staff during working hours.

Movement history

Routes and activity timelines for any day.

Dashboards and analytics

Planned versus completed visits, productivity by team, territory and region.

MIS

Detailed reports for review meetings and incentives.

Fieldera in different field operations

OperationWhat gets tracked
Pharma medical representativesDoctor and chemist calls, samples, orders, coverage by territory
Service techniciansWork orders, spare parts used, customer signature, time on site
Home sample collectionBooked visits, geo-verified collection, sample hand-off
Sales teams in retail or FMCGOutlet visits, orders, merchandising photos

Getting a field team to actually use the app

Field apps fail when they feel like surveillance with extra paperwork. Fieldera keeps the rep's screen to what they need for today: the route, the next visit and a short report. Managers get the detail. In rollouts we start with one region, let top performers shape the visit form, and only then roll out, which consistently gets better adoption than a nationwide launch on day one.

Planned versus done, every day

The most useful number in field operations is the gap between visits planned and visits completed. Fieldera shows it live, by rep and by territory, so a manager can call someone at noon rather than read about a missed day at the end of the month.

Geofenced check-ins, photos and signatures make each visit verifiable, which matters when incentives depend on it.

Illustrative mobile screens with sample data.

What managers see at a glance

Planned versus done

Live completion rate by person, team and territory.

Idle and late

Staff who have not checked in or have been idle beyond a set time.

Open work orders

By priority and age, with the technician assigned.

Coverage

Customers, doctors or outlets not visited in a set period.

Privacy and trust in location tracking

Location tracking only works if field staff trust it. We recommend tracking only during working hours and duty status, explaining clearly what is recorded and why, and using the data to support people, for example by rebalancing routes, rather than only to police them. Local employment and privacy law should shape your settings, and Fieldera lets you configure them accordingly.

In healthcare

Biomedical equipment, home collections and home care

Keep equipment on its maintenance schedule, and send phlebotomists and nurses to patients’ homes with the order already in TechPro.

See TechPro HMIS
Also used in
  • Pharma field force
  • Appliance & HVAC service
  • Automotive service
  • Manufacturing plants

Frequently asked questions

Does Fieldera track staff outside working hours?
Tracking is designed for working hours and duty status. Configure tracking windows to match your HR policy and local law.
Can Fieldera work offline?
Field apps need to cope with poor coverage. Confirm offline capture and sync behaviour for your territories during the demo.
Does Fieldera connect to inventory and HR?
Yes. Field inventory links to Inventory Plus and field attendance can feed Talent Plus payroll through ICE.
How long does a Fieldera rollout take?
A pilot region can usually go live within a few weeks; national rollout follows once the visit form and routes are agreed.
Talk to the team

See Fieldera with your territory structure

Tell us how many people work in the field and what they do on a visit.

  • Rep and manager app demo
  • Visit form set up for your process
  • Rollout plan by region
info@insourcesoftware.in +91 91001 90353 Mon–Sat, 10:00–19:00 IST
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