FieldDesk

FieldDesk is the mobile software for door-to-door sales representatives. Instead of cumbersome Excel spreadsheets, you work directly on your tablet or smartphone – with all your territories, addresses, and contracts in one place.

TERRITORIES & ADDRESSES
• Import Excel address lists and use them instantly on your mobile device
• View territories on the map, crop them, and assign them to employees
• Manage the status of each address (open, appointment, closed, etc.)

• Capture notes, follow-ups, and customer data directly on-site

TEAM & OVERVIEW
• Team leaders see the live progress of all employees

• Manage territories simultaneously and assign materials

• Reports and Excel export for post-processing

AI-POWERED CONTRACT FORMATION
• Upload contract PDFs – AI automatically recognizes the fields

• Complete and send contracts digitally directly at the customer's location

• Works with various vendor forms

FieldDesk is a neutral work tool. The responsibility for the data collected and contracts created lies with the respective user.

A FieldDesk account is required for use. Try it free for 14 days at fielddesk.de.