Pi Field Pro

PI Field Pro is the ultimate enterprise field force automation and operations management application designed to improve the productivity of your mobile workforce. Seamlessly integrated with Odoo ERP, this robust app empowers field teams, sales executives, and operations managers to coordinate tasks, track movements, manage sales pipelines, and process attendance securely from anywhere, even offline.

Transform your field operations, eliminate manual logs, and gain real-time visibility into your business processes.

KEY FEATURES AND FUNCTIONALITY

Secure Attendance with Face Authentication

• Liveness Detection: Fraud-proof check-ins and check-outs using smart randomized liveness detection.
• Offline Attendance: Allow field staff to mark attendance when remote, with secure offline verification.
• Geofenced Punch-In: Verify exact coordinate points and timestamps for field visits.

Real-Time GPS and Movement Tracking

• Live Tracking: Background GPS tracking allows managers to visualize route history and real-time locations of field force or fleet vehicles.
• Battery-Efficient Background Service: Reliable background execution that keeps tracking active while minimizing battery consumption.

CRM, Lead and Customer Management

• Odoo ERP Integration: Keep customer records, leads, and sales opportunities synced in real time.
• Lead and Opportunity Profiles: Create, update, and monitor pipeline stages on the go.
• Detailed Customer Cards: View previous order history, location pins, and contact details instantly.

Quotations, Orders and Inventory

• Instant Quotations: Generate, edit, and transfer quotes directly in front of the customer.
• Sales Delivery and Orders: Track dealer inventories, forecast stock levels, and log sales orders.
• Digital Signatures: Capture client signatures on-device to finalize agreements immediately.

Task Planning and My Day Dashboard

• Optimized Schedule: Organize meetings, dealer visits, and tasks in a unified calendar.
• Daily Routing: Maximize productivity by planning visits based on geographical proximity.
• Activity Logs: Save notes, attachments, and photos directly to specific tasks.

Expense and Leave Management

• Expense Logging: Capture receipt images, enter amounts, and submit expense claims for approval directly from the field.
• Leave Requests: Check remaining leave balances, request leave, and view monthly payslips.

Reliable Offline-First Syncing

• Work uninterrupted without an internet connection.
• PI Field Pro caches logs locally and synchronizes them with the Odoo ERP database once connectivity is restored.

WHY CHOOSE PI FIELD PRO?

• Boost Productivity: Optimize field routes and ensure tasks are completed on schedule.
• Reduce Fraud: Prevent buddy punching and location spoofing with face authentication and GPS verification.
• Eliminate Paperwork: Generate PDFs, store records digitally, and handle invoices electronically.
• Offline Continuity: Keep operations running in remote areas with minimal risk of data loss.