Reports
Travel Report
The travel report allows you to review the progress of previous operations. You can find the position of an operator at a specific time or learn how contracts were carried out. This type of report can be used to confirm the operator's assertions as ...
Route Report
This tool allows you to prepare for any emergency situation involving, for example, a broken cellular network, a faulty tablet or malfunctioning of the FolloSOFT app. If you print out a report for each route, you'll be able to work even if you can't ...
Reports Generator
This option can be used to generate several types of reports, depending on the selection tools chosen. To access it, select Reports > Generator from the menu. First, select the type of report to be generated from the Data drop-down list. Once the ...
Company Statistics
The purpose of this report is to provide you with relevant statistics on your company's performance. It allows you to glean important insights into revenue based on the characteristics of acquired contracts. Additionally, you can track the evolution ...
Managers Report
The sales representative report enables you to access statistics regarding the performance of your representatives. The representatives featured in the report are those created within the "Representatives" option under Management in the menu. The ...
Renewal Report
This report shows the evolution of your company's contract renewal period. Select Reports > Renewal You'll then be able to see the number of contracts renewed per week, and compare this performance with that of previous years. The information is ...
Generating a PDF of contracts in batch
This report can be used to generate a single file containing dozens, hundreds or even thousands of contracts. For those who send their customers a paper version of the contract, this file can be used as the basis for printing. Select Reports > ...