Field Force Management module provides the following features
1. Customer location management - Customers can be created by Application Administrators, for each customer multiple customer locations can be created. Each customer location will have a unique latitude / longitude. When an employee creates a customer location, it can be sent for approval to his manager. He can check in / check out from these under approval locations but they will not be visible to anyone else in the company till they are approved by the manager.
Customers are common across - Advanced Helpdesk / Projects and Field Force Management modules. Refer article for more details.

2. Visit management - Visits can be updated against a customer location, these visits can be planned in advance, can be done on the fly or can be filled up for a back date. Visits which are created from a back date can be sent for approval to the manager, the check in / check out for these visits is not based on actual presence of employee in the location. Refer article for more details.

3. Check In / Check Out - When employee is visiting the customer he can check-in and when he is finishing the visit he can check-out. System checks employee's location using GPS and allows to check-in / check-out only if the employee is at the customer location. If an employee forgets to check in or check out when he is at customer location, he can still submit a rectification request which will go for approval to the manager. Refer article for more details.

4. Field force tracking - location tracking of team members, route taken through the day and timeline depicting time spent at various locations and time spent traveling can be viewed. Refer article for more details.

5. Reports - You can review customer location details, visit data, employee's location details / route and timeline through reports

Note -
1. Location tracking, check-in / check-out options and visit updation features are available only through the mobile app. All these features are available to employees who have Field role.
2. Approval requests for back dated visits, check out from outside location and customer location can be sent to managers for approval. Managers need not have a Field role to do these approvals.
3. Planned visits can be deleted by employees or their managers. However, only Application Administrator can delete completed visits from browser.
4. If Attendance and Leave module is activated and within that module Advanced Location Tracking feature is activated then the location tracking will work as per the logic / rules explained in the article on Tracking location of employees.
5. If Attendance and Leave module is not activated then the location of an employee will be tracked based on the shift hours