If you're managing a field sales team—or you are the field sales team—you're dealing with a lot: missed appointments, paperwork hell, and maybe a boss who wants more “visibility.” You don’t want another clunky app that slows you down. This guide is for folks who want to get real value out of Georep’s mobile features, not just tick a box for management.
I’ll walk through how to use Georep’s mobile app for better field sales management, step by step. I’ll call out what’s actually helpful, what’s just noise, and how to avoid common pitfalls.
1. Get Set Up (and Don’t Overcomplicate It)
First, let’s get the basics out of the way. Georep is a mobile-first tool for tracking and optimizing field sales activity. There are lots of features, but most folks only need a few to get started.
- Download the app: Find it in the App Store or Google Play. No, you can’t just use the web version on your phone—it’s clunky and you’ll hate it.
- Log in: Use your company email. If you’re stuck waiting on an admin to invite you, nudge them. You can’t skip this part.
- Sync your accounts/customers: Usually your admin does this, but double-check the customer list once you’re in. If it’s empty or outdated, stop and get it fixed—bad data will waste your time all week.
Pro tip: Don’t try to customize everything up front. Use the default settings for a week and see what actually annoys you before you start changing things.
2. Map Out Your Day (and Actually Use the Map)
The first useful thing you’ll notice in Georep’s mobile app is the map view. This isn’t just a gimmick—it actually helps if you use it right.
- See your territory: The app should show you where your customers are, plus your location. If it’s not accurate, check your phone’s location permissions.
- Plan your route: Tap on accounts to see info or set visit priorities. The “optimise route” button can work, but sometimes spits out weird suggestions if your data is messy.
- Add new stops: If you discover a new prospect in the field, you can add them on the fly—don’t wait until you’re back at your desk. Less double-entry, less forgetting.
What works: Quick visual of your day, easy to adjust on the go.
What doesn’t: The auto-routing can get confused if customer addresses aren’t formatted right. Always sanity-check the suggested route before you start driving.
3. Log Visits Without Losing Your Mind
This is where most field sales apps fall apart: logging visits is either a pain, or so simple that you lose useful info. Georep tries to hit the middle ground.
- Check in: When you arrive, tap “Check In.” This logs your time and location. It’s not Big Brother—it just saves you typing.
- Add notes: Jot down what happened—don’t write an essay, just key points. If you use voice-to-text, proofread it; these apps still can’t tell the difference between “ordering” and “ordering pizza.”
- Take photos: Snapping a pic of a display or shelf is often faster than describing it. Attach photos directly to the visit record.
- Check out: Hit “Check Out” when you leave. This closes the loop and timestamps your visit.
Pro tip: Skip the “next steps” field if you’re in a hurry, but always add it at the end of the day. You’ll thank yourself when you’re following up.
What’s overrated: Filling in every optional field. If your manager insists, ask them what they actually use.
4. Track Orders and Inventory on the Spot
Nobody wants to go back to the office and enter orders by hand. Georep’s mobile order entry isn’t perfect, but it beats spreadsheet hell.
- Create orders: Tap the customer, then “New Order.” Select products, quantities, and any promo pricing.
- Inventory counts: If you’re responsible for stock checks, enter counts directly during the visit. Don’t guess—snap a photo for backup if you’re unsure.
- Sync issues: If you’re offline, the app should save data and sync later. Check the sync status before you log out for the day—nothing’s worse than lost orders.
What works: Fast order entry, fewer mistakes than paper.
What doesn’t: Some dropdowns can be slow if your product list is huge. If it lags, try updating the app or trimming your product catalog.
5. Keep Tabs on Follow-Ups Without a Spreadsheet
Follow-up is where deals are won or lost. Georep tries to help, but don’t expect magic.
- Set reminders: After a visit, set a follow-up date or task. The app will nudge you when it’s time.
- View your pipeline: Use the “Tasks” or “Pipeline” view to see what’s open. If it feels cluttered, filter by customer or type.
- Mark done: When you close a task, mark it done—don’t just delete it, or you’ll have no record.
Pro tip: Don’t rely on push notifications alone—they get lost in the noise. Set a daily time to review open tasks.
What’s overrated: The “best time to visit” suggestions. These are usually based on past data, and can be off if your customers’ schedules change often.
6. Use Reporting for Yourself—Not Just the Boss
Reports aren’t just for management. If you use Georep’s mobile reports right, they can actually help you spot gaps or show what’s working.
- Daily/weekly summary: Check your own stats—visits, sales, time on the road. If something looks off, dig into why.
- Heatmaps: Some versions have a “hot zone” map showing where you spend time. It’s more useful for spotting missed areas than for showing off.
- Export your data: If you want to crunch numbers yourself, export to Excel or Sheets. Don’t wait for someone else to send you the file.
What works: Quick self-checks, identifying trends.
What doesn’t: Relying on the app’s charts for deep analysis—they’re fine for a snapshot, but not for real number crunching.
7. Don’t Get Distracted by Extras
Georep throws in a bunch of bonus features—team chat, gamification, news feeds. Most teams don’t need them.
- Ignore the noise: Stick to visits, orders, and follow-ups. Unless your team actually uses the chat, it’s just another ding on your phone.
- Integrations: If you already use Slack, email, or another CRM, don’t try to force everything into Georep. Sync what matters and move on.
- Gamification: Badges and leaderboards sound fun, but can get annoying fast. If you’re not motivated by virtual trophies, just turn off notifications.
8. Keep It Simple and Iterate
Don’t try to use every feature on day one. Focus on:
- Planning your route
- Logging visits (with just enough detail)
- Entering orders on the spot
- Setting real follow-ups
Once you’ve got those down, add more as needed. If something’s not working, ask your admin or Georep support for help—don’t just live with it.
Bottom line: Georep’s mobile features can make field sales less painful—but only if you use what actually works for you. Start simple, pay attention to what saves you time, and don’t be afraid to ignore the bells and whistles. You’ll figure out your own workflow faster than any manual can tell you.