Field sales & service, simplified

Har visit.
Har task. Ticked.

One app for your entire field team: daily plans, visits, orders, expenses, kilometres, cases, approvals and attendance. Set up for your industry in days, with templates.

9:41
Good morning, Aarav

Today

Visits ticked6 / 9
86 kmtravelled3orders₹1,240expenses
Up next
✓Sharma TradersOrder ₹48,200
Verma Hardware1.2 km awayCheck in
Collect paymentTask · Due today
TodayVisitsOrdersMe
Pharma·FMCG & RCG·Healthcare·Interior designers·Retail·Field service·Real estate
Geo-tagged visits and plans

Plan the route. Tick the visits.

Every day starts with a plan and ends with proof: where your team went, what they did and what is still open.

  • Auto-planned routes by territory and priority
  • Geo-fenced check-in on every visit
  • Plan versus actual for each rep, each day
  • Works offline and syncs when back in coverage
✓✓ 3 4 Sharma TradersApex DealersVerma HardwareCity PharmaGeo-fenced check-inToday’s plan · 2 done · 2 to go
Solutions for sales and service

Everything your team does outside the office.

Replace WhatsApp groups, spreadsheets and paper claims with one simple, tick-based experience.

Visits & check-ins

Planned and ad hoc visits with GPS check-in, notes, photos and a full customer 360.

Daily tasks

A clear plan for the day. Every task is assigned, tracked and ticked off.

Orders

Capture orders at the counter, with live catalogue, pricing and instant confirmation.

Expenses & KMs

Automatic kilometre tracking and receipt capture, so claims are ready before the day ends.

Case management

Service tickets and customer issues from first call to closure, with SLAs and history.

Approvals, leave & attendance

HR basics built in: punch in, apply for leave and route any approval to the right manager.

Template-driven

Set up once. Adapt to any industry.

No heavy implementation. Pick a template, tune it to your process and roll it out to the field.

01

Choose a template

Start from a ready flow for retail, pharma, design studios, service teams and more.

02

Configure

Edit forms, visit fields, approval chains, expense rules and roles without code.

03

Go live & tick

Your team installs the app, follows the plan and every action is tracked in real time.

Built on and for Salesforce

Your org is the single source of truth.

Visits, orders, cases and approvals flow straight into the Salesforce you already run.

Industries

Pharma, FMCG, healthcare, interiors and more.

If your people work in the field, there is a template for how you work.

1 appfor visits, orders, HR and cases
Daysto go live with templates
100%visibility of field activity
0paper claims or chasing

Tick every visit. Starting this week.

See FieldTick configured for your industry in a 30-minute walkthrough.

Book a demo
Solutions

Solutions for sales and service.

One app that covers how your field team sells, serves and reports, from the first punch-in to the last claim of the day.

Sales

Field sales

  • Daily beat and visit plans
  • GPS check-in and ad hoc visits
  • Orders and collections on the spot
  • Targets, KMs and customer 360
Service

Field service

  • Case and ticket management
  • SLA timers and escalations
  • Engineer dispatch and job cards
  • Customer sign-off on site
People

HR and approvals

  • Attendance and punch-in
  • Leave requests and balances
  • Expense and KM claims
  • Approvals routed by role
01

Punch in

Attendance starts the day.

02

Plan

Visits and tasks are ready.

03

Visit and tick

Orders, cases and notes captured.

04

Claim and close

KMs and expenses auto-compiled.

Tick every visit. Starting this week.

See FieldTick set up for your team in a 30-minute walkthrough.

Book a demo
Built on and for Salesforce users

Your Salesforce data. Your field team. One flow.

FieldTick is designed around Salesforce, so what your team ticks in the field is what your managers see in the org.

Lives in your org

Visits, orders and cases land in your Salesforce records, not in a separate silo.

Respects your security

Roles, profiles and sharing rules decide who sees and does what.

Familiar admin tools

Flows, approvals, reports and dashboards work the way your admins already know.

Sales and Service together

Opportunities, accounts and cases are connected to every field activity.

Template-based setup

Start from an industry template and tune it without heavy development.

Backed by Salesforce experts

FieldTick comes from LogicalWhy, a Salesforce consulting firm that implements it with you.

Tick every visit. Starting this week.

See FieldTick set up for your team in a 30-minute walkthrough.

Book a demo
Industries

Made for every team that works in the field.

Pharma, FMCG, healthcare, interior designers and more. Pick yours to see how FieldTick adapts.

Don’t see your industry? Templates make it easy to shape FieldTick around your visits, forms and approvals.

Tick every visit. Starting this week.

See FieldTick set up for your team in a 30-minute walkthrough.

Book a demo
Blogs

Ideas for field sales and service teams.

Practical notes on running a tick-based field operation.

Field sales

Why field visits need a tick, not a spreadsheet

How a simple tick-based flow replaces WhatsApp updates and manual reports.

4 min read
Pharma

Setting up an MR tour plan in a day

Doctor calls, samples and approvals configured from a template.

5 min read
Operations

Expense claims without the month-end chase

Auto-tracked kilometres and receipts make claims ready daily.

3 min read
Service

Case management that field engineers actually use

SLAs, job cards and sign-off without the paperwork.

6 min read
Salesforce

Why your field app should live inside Salesforce

One source of truth for sales, service and field activity.

5 min read
Implementation

Templates over customisation: live in days

How industry templates cut rollout from quarters to days.

4 min read
Contact us

Book a demo.

A 30-minute walkthrough of FieldTick for your industry, team and Salesforce setup.

  • See the template for your industry
  • Review fit with your Salesforce org
  • Get a rollout plan and timeline

Noida, Uttar Pradesh, India
+91 88512 29233
hello@fieldtick.com

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