Field service and retail operations

Workonspot

Field team management — from technical service to the point of sale.

Workonspot manages teams that work outside the office: field service (installations, maintenance, technical support) and retail and merchandising (in-store audits). The office plans and tracks the work; the team carries it out in the mobile app, even without a connection.

WebTeam product · built and run by us

What it does, in practice.

Work orders

Create, assign and track work orders, with history by customer and by piece of equipment.

In-store audits

Questionnaires and data collection at the point of sale — product presence, stock-outs, prices, competitors — with photos.

Route and visit planning

A schedule for each technician or merchandiser, with check-in and check-out recorded on site.

Mobile app with offline mode

The team records the work on their phones; the data syncs when a connection is available.

Reports for the office

Execution by team, by customer and by campaign, in exportable reports ready to share.

Integration with your ERP

Customers, products and invoicing kept in sync with the system you already use.

Connects to what you already use.

Workonspot connects to your company's ERP and invoicing, so completed work orders generate invoices and customer data lives in one place. Specific integrations are built on top of our API.

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Workonspot
ERP
Invoicing
Customers
API

Who it is for.

Before we talk.

Does it work for both technical service and merchandising?
Yes — they are the two sides of the product. The same platform manages work orders for technical teams and in-store audits for retail teams; you activate what your business needs.
How long does it take to get started?
The product has been in use for years — getting started is a matter of configuration, data import and integration with your systems, usually within a few weeks.
Does it adapt to our process?
Yes. Forms, workflows and reports are configurable; when your process needs more, we build on top of the product through a block of hours of ongoing development.
Contact

Run a similar operation? Get in touch.

Thirty minutes with the people who will do the work is enough for us to see whether we can help.