Staff Tools
Everything your team needs — from field collection apps and GPS tracking to expense management, cash advances, and performance monitoring.
Staff & Team Management
Manage your entire field team with role-based access, real-time GPS tracking, and a live map showing every agent's location.
Staff Management
Add, edit, and manage field staff with complete profiles, contact details, and assignment history.
Role-Based Access Control
Custom roles with granular permissions per resource and action. Control exactly what each role can see, create, edit, or delete.
Staff GPS Tracking
Real-time location tracking of field officers as they move through their collection routes.
Staff Location History
Historical GPS trail showing where field staff have been — for visit verification and route analysis.
Live Staff Map
See all field staff locations on a single real-time map. Know who is where, right now.
Staff Attendance
Staff self-mark attendance from the field with GPS; the owner approves or rejects. Track present/absent with a monthly summary and CSV export.
Staff Financials
Track every rupee — income, expenses, advances, collections, and settlements — with a day-book ledger and real-time balance visibility.
Income & Expense Ledger
Log both income (credit) and expenses (debit) in one ledger with receipt photos. Admins can add, edit, and backdate entries — feeding the Day Book and Profit & Loss reports.
Day Book & Cash Settlement
A day book per route — collections, expenses, advances, and net cash position. Reconcile end-of-day cash between field staff and admin.
Cash Advance Management
Issue cash advances to field staff for daily operations. Track outstanding balances and settlement history.
Cash Advance Verification
Verify and reconcile cash advances against collections and expenses to ensure financial accountability.
Cash Balance Summary
Real-time cash position per staff member — advances issued, collections received, expenses claimed, and net balance.
Mobile App for Field Agents
A dedicated Android app with offline support, biometric authentication, and everything field staff need to handle their daily operations.
Dedicated Mobile App
Android app purpose-built for field staff. Optimized for one-handed use during daily collections.
Biometric Login
Fingerprint and face recognition authentication — fast, secure, and prevents unauthorized device access.
Offline Support
Continue recording collections and customer data even without internet. Syncs automatically when connectivity returns.
Real-time Sync
When online, data syncs instantly with the admin dashboard — collections, locations, and status updates in real time.
What Staff Can Do in the Field
- Create new loans on-site during customer visits
- Record daily and weekly collections with instant receipts
- View assigned route with customer list and pending amounts
- Capture customer locations and documents in the field
- Log expenses and attach receipt photos on the go
- View personal performance metrics and collection targets
- Mark route completion with daily collection totals
- Access customer profiles, loan history, and contact details
Admin Oversight Tools
Management tools for monitoring staff performance, route progress, and field activity — all from the admin dashboard.
Performance Dashboard
Real-time metrics on each officer's collections, targets, route completion rate, and attendance.
Route Overview
Admin view of all staff routes for the day — planned vs. completed, with collection totals per route.
Attendance & Field Visits
Track staff check-in/check-out, field visit timestamps, and time spent at each customer location.