Work Management

Work Management is an all-in-one field-sales and work-management app for teams that sell on the ground and deliver behind the desk. Managers get a live, bird's-eye view of every client, product, executive and ticket — with the ability to drill into any level. FIELD SALES (FIELD-FORCE MODULE) • Master list of prospects with company, contact, stage, owner and deal value. • Log every visit as a GPS-stamped call report — purpose, outcome, notes and photo proof. • Live location tracking of on-duty executives, like a delivery app, so managers always know who is where. • Coverage view — V1, V2, V3, V4+ and Not-Visited buckets so no account slips through the cracks. • Day plans and beat routes for each executive. • Conversion pipeline from new lead to won/paid, with values. • Daily Call Report (DCR) and Monthly Call Report (MCR), exportable to Excel. • Works offline — visits sync automatically when the connection returns. WORK MANAGEMENT • Client- and product-centric tickets, raised directly or through client portals. • Assign work to available developers and testers and track progress to closure. • Turn-Around-Time (TAT) tracking at every stage. • Team, timesheet, stand-up and service-work views. ANALYTICS & DASHBOARDS • Real-time dashboards — client-wise, product-wise, executive-wise and tester-wise. • Ticket funnel, priority mix, created-vs-resolved trends and workload by client. • Sales coverage, pipeline and won-value at a glance. ROLES • Admin, Manager, Sales Executive, Sales Manager, and a combined Admin + Sales role for owners who run the business and sell in the field at the same time. Point the app at your own server from the login screen (Server settings), sign in, and your whole team is on the same page — in the office and on the road. Insource Software · Work Management